Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline
Generic

Trina Porter

Licensed Insurance Agent
Linesville,PA

Summary

Dynamic Licensed Insurance Agent with proven expertise in insurance sales and client relationship management at Quinn Agency LLC. Recognized for enhancing client satisfaction through tailored solutions and exceptional service. Skilled in upselling strategies and effective communication, consistently achieving sales targets while fostering trust and loyalty among clients.

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Quinn Agency LLC
Meadville, PA
04.2024 - Current
  • Assisted clients in understanding insurance products and coverage options.
  • Conducted needs assessments to identify appropriate insurance solutions for customers.
  • Supported team in processing new applications and policy renewals efficiently.
  • Maintained up-to-date knowledge of industry regulations and compliance requirements.
  • Collaborated with senior agents to streamline customer service processes.
  • Provided administrative support in managing client records and documentation.
  • Engaged in ongoing training to enhance product knowledge and sales techniques.
  • Developed strong relationships with clients to enhance retention and satisfaction levels.
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
  • Negotiated contracts and terms of sale with potential customers.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Finalized sales and collected necessary deposits.
  • Calculated premiums and established payment methods for sales.
  • Monitored customer feedback and identified areas of improvement.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Collected premiums on or before effective date of coverage.
  • Met with customers to provide information about available products and policies.
  • Educated clients on insurance policies and procedures.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Utilized CRM software to manage client relationships.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Streamlined the claims process for clients, ensuring prompt resolution and payment of claims.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
  • Provided coverage option information to assist clients in protecting assets.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.

Motorcoach Operator

Anderson Coach and Travel
Greenville, PA
05.2006 - 11.2019
  • Operated motor coaches safely, ensuring passenger comfort and adherence to schedules.
  • Conducted pre-trip inspections to verify vehicle safety and compliance with regulations.
  • Managed route navigation using GPS systems, optimizing travel times and fuel efficiency.
  • Assisted passengers with boarding, providing information on routes and services offered.
  • Collaborated with dispatch teams to communicate delays and coordinate service adjustments.
  • Completed detailed trip reports accurately after each journey, documenting mileage traveled, hours worked, fuel consumption rates, and any incidents encountered during transit operations.
  • Collaborated with dispatchers to communicate route updates or changes, ensuring accurate information was relayed to passengers.
  • Managed challenging situations calmly and professionally, maintaining positive relationships with passengers and coworkers alike.
  • Adapted quickly to unforeseen circumstances such as road closures or detours, making necessary adjustments without compromising safety or timeliness goals.
  • Delivered excellent customer service by responding to inquiries, resolving issues, and providing assistance as needed.
  • Maintained punctuality, consistently arriving at destinations on schedule through efficient route planning and time management skills.
  • Conducted regular safety training sessions for new hires or returning employees, instilling the importance of adherence to company standards and regulations.

Education

Certificate - Financial Management

Kaplan University
Davenport, IA
04-2024

High School Diploma -

South Ridge Christian Academy
05-1988

Skills

  • Insurance sales expertise
  • Insurance product expertise
  • Client relationship management
  • Client account management
  • Upselling strategies
  • Building relationships
  • Insurance policy sales
  • Client service
  • Appointment scheduling
  • Team training and development
  • Policy reinstatement approvals
  • Client education
  • Continuing education
  • Policy management
  • Client retention
  • Underwriter collaboration
  • Marketing initiatives
  • Asset protection
  • Strong interpersonal skills
  • Teamwork
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Attention to detail
  • Time management
  • Multitasking
  • Reliability
  • Quotes and sales
  • Excellent communication
  • HIPAA compliance
  • Customer follow-up
  • Active listening
  • Effective communication
  • Adaptability and flexibility
  • Verbal and written communication
  • Self motivation
  • Property and casualty insurance
  • Product knowledge
  • Data entry
  • Task prioritization

Accomplishments

I attended Karate Classes and my highest achievement was earning a black belt in the course Chin-Do-Chi. This achievement helped to become an instructor.

Certification

Licensed Massage Therapist

Constable

Motorcoach Operator

Aerobics Instructor

Interests

Dog Sledding

Geocaching

Kayaking

Fishing

Hunting

Camping

Farm Husbandry

  • Gardening
  • I enjoy helping others and giving back to the community
  • Cooking
  • Baking
  • Crafting and DIY Projects
  • Enjoy hobbies that combine physical activity with outdoor exploration
  • Volunteering

Timeline

Licensed Insurance Agent

Quinn Agency LLC
04.2024 - Current

Motorcoach Operator

Anderson Coach and Travel
05.2006 - 11.2019

Certificate - Financial Management

Kaplan University

High School Diploma -

South Ridge Christian Academy

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Trina PorterLicensed Insurance Agent