Summary
Overview
Work History
Education
Skills
Timeline
Generic

VALERIE CUBBIE

Milwaukee,WI

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.

Overview

10
10
years of professional experience

Work History

Package Delivery Driver

Amazon
03.2020 - Current
  • Improved customer satisfaction by ensuring timely and accurate package deliveries.
  • Maintained a clean driving record while navigating various routes for efficient deliveries.
  • Developed strong relationships with customers through courteous and professional interactions during deliveries.
  • Reduced delivery time by planning optimal routes using GPS technology and local knowledge.

Licensed Insurance Agent

Kemper Life Insurance
06.2019 - 02.2020
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
  • Expanded referral network through proactive relationship building with community partners, such as real estate agents and financial planners.
  • Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
  • Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.

Licensed Insurance Agent

EPlatinum Life Insurance
08.2018 - 02.2019
  • Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
  • Streamlined the application process for clients, ensuring accurate and timely submission of required documentation.
  • Consistently met or exceeded sales targets by effectively communicating the benefits of various Medicare insurance plans.
  • Stayed current on industry trends and changes in regulations, enabling informed recommendations to clients seeking optimal coverage solutions.
  • Educated potential customers through community outreach events, increasing awareness of available Medicare insurance options.

Licensed Insurance Agent

Humana
06.2016 - 04.2019
  • Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
  • Consistently met or exceeded sales targets by effectively communicating the benefits of various Medicare insurance plans.
  • Collaborated with team members to share best practices and strategies for overcoming challenges in the ever-changing insurance landscape.
  • Stayed current on industry trends and changes in regulations, enabling informed recommendations to clients seeking optimal coverage solutions.
  • Provided exceptional customer service by promptly addressing questions or concerns during the entire enrollment process.
  • Generated new leads through targeted marketing initiatives and strategic partnerships within the community.

Licensed Insurance Agent

New York Life Insurance Co
06.2014 - 05.2016
  • Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
  • Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
  • Expanded referral network through proactive relationship building with community partners, such as real estate agents and financial planners.
  • Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.

Education

High School Diploma -

Alexander Hamilton High School
Milwaukee WI
06.1982

Skills

  • Referral management
  • Insurance Policy Sales
  • Policy Management
  • Referral Generation
  • Upselling strategies
  • Policy Reinstatement Approvals
  • Insurance sales expertise
  • Prospecting clients

Timeline

Package Delivery Driver

Amazon
03.2020 - Current

Licensed Insurance Agent

Kemper Life Insurance
06.2019 - 02.2020

Licensed Insurance Agent

EPlatinum Life Insurance
08.2018 - 02.2019

Licensed Insurance Agent

Humana
06.2016 - 04.2019

Licensed Insurance Agent

New York Life Insurance Co
06.2014 - 05.2016

High School Diploma -

Alexander Hamilton High School

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VALERIE CUBBIE