Valerie Larson
Monte Vista,CO
Summary
I am looking for a position that can utilize my background in customer service and management to enhance a good team. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
4
4
years of professional experience
Work History
Insurance Agent
Valerie Larson Agency LLC
Monte Vista, CO
05.2021 - Current
- Responded to customer inquiries and problems to promote great service.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Prepared proposals and conducted closing interviews to increase insurance sales.
- Developed relationships with new clients through cold calling and referrals from existing customers.
Insurance Agent
American Family Insurance
Alamosa, Colorado
01.2021 - 05.2021
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Processed payments received from clients promptly according to established procedures.
Receptionist
Alamosa Family Dental
Alamosa, Colorado
02.2020 - 01.2021
- Scheduled and confirmed appointments.
- Answered and directed incoming calls using multi-line telephone system.
- Updated and recorded customer or client information to maintain accounts.
- Served visitors by greeting, welcoming and directing to appropriate personnel.
- Maintained daily calendars, set appointments with clients and planned daily office events.
- Processed payments and updated accounts to reflect balance changes.
Education
Communications -
Regis University
Skills
- Excellent communication skills
- Teamwork
- Adaptability
- Multitasking
- Fast learner
- Leads Prospecting
- Lead Development
- Client Retention
- Policy Renewals
- Client Relations
- Account Management
- Customer Service
- Customer follow-up
- Marketing Management
- New Client Acquisition
- Territory expansion
- Policy Knowledge
- Licensed Insurance Agent
- Life Insurance
- Revenue Generation
- Insurance sales strategy
- Marketing Strategies
- Industry Regulations
- Professionalism and Ethics
References
Available upon request
Languages
Spanish
Elementary
Affiliations
- Secretary Latin American Association of Insurance Agencies Denver Chapter
References
References available upon request.
Timeline
Insurance Agent
Valerie Larson Agency LLC
05.2021 - Current
Insurance Agent
American Family Insurance
01.2021 - 05.2021
Receptionist
Alamosa Family Dental
02.2020 - 01.2021
Communications -
Regis University
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