Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Van Phillips

Franktown,CO

Summary

As owner and CEO of Lucid Brokers LLC, I excelled in delivering top-notch customer service and educated clients on insurance products, ensuring informed coverage decisions. My proactive teamwork and adept sales presentation skills led to efficient claim resolutions and strong carrier relationships, significantly enhancing client satisfaction and operational efficiency.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Insurance Broker - Manager

Lucid Brokers LLC
Franktown, CO
01.2024 - Current
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.

Education

Bachelor Of Business Science - Finance

Western Governors University
Salt Lake City, UT

Skills

  • Proactive team player
  • Sales Presentations
  • Networking capabilities
  • Claims Handling

Certification

Property and casualty license

Timeline

Insurance Broker - Manager

Lucid Brokers LLC
01.2024 - Current

Bachelor Of Business Science - Finance

Western Governors University
Van Phillips