Summary
Overview
Work History
Education
Skills
References
Certification
Awards
Timeline
Generic

Valerie Queen

Dallas,TX

Summary

Accomplished Licensed Insurance Agent, adept in client retention and insurance sales expertise. Excels in client relationship management and risk assessment, significantly enhancing client satisfaction and policy optimization. Leveraged insurance product knowledge and underwriting principles to advise and protect client assets effectively.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent/Retention Specialist

Goosehead Insurance
08.2022 - Current
  • Process reshops on all insurance policies
  • Discuss inspection and underwriting issues with customers to get resolved
  • Contacting mortgage companies to get evidence of insurance and invoices to correct places to ensure payment is issued for escrowed policies
  • Calculated quotes and educated potential clients on insurance options for auto, home renters, dwelling, condo, boat, RV, windstorm, flood and umbrella
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • 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.
  • Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • 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

Allstate Insurance
03.2007 - 02.2022
  • Answer all incoming calls
  • Processed payments and endorsements for insureds
  • Ordered office supplies
  • Assist customers with questions concerning claims, coverages and general policy questions
  • Assisted in solving upset customers problems
  • Assisted in mass marketing mail outs and cold calling
  • Follow up with lead sources to ensure proper protocols are taken
  • Managed cancellation audits as well cross-sell audits
  • Contacted risk management with any questions on technical issues with issues when writing policies or quoting
  • 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.

Education

Bachelors of Science - Business Administration, Management

Western Governors University
10-2025

Diploma -

Crosswinds Accelerated High School
12.2020

Skills

  • Bilingual – Spanish
  • Proficient with Microsoft Office
  • Insurance sales expertise
  • Risk Assessment Knowledge
  • Insurance product expertise
  • Client Relationship Management
  • Client Account Management
  • Client Retention
  • Underwriting principles

References

References upon request

Certification

General Property and Casualty License

Awards

2021 Top Life Insurance Sales

2019 Highest Retention within book of business


Timeline

Licensed Insurance Agent/Retention Specialist

Goosehead Insurance
08.2022 - Current

Licensed Insurance Agent

Allstate Insurance
03.2007 - 02.2022

Diploma -

Crosswinds Accelerated High School

Bachelors of Science - Business Administration, Management

Western Governors University

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Valerie Queen