ANALYSIS/DATA ANALYTICS
Vanessa Gindl
Pensacola,FL
Summary
Influential Insurance Sales Agent with six years of experience customizing insurance programs, explaining features and advantages which resulted in top sales for the territory. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales,k especially with high profile clients. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations.
Overview
13
13
years of professional experience
2
2
years of post-secondary education
1
1
Certificate
Work History
INSURANCE PRODUCER
ALLSTATE DAVID SECKINGER
PENSACOLA , FL
01.2016 - Current
- Drove team revenue totals by bringing in top sales numbers.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Provided information on features, policies and relative advantages to promote insurance packages.
- Adhered to all regulations for insurance sales.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Obtained underwriting approval by completing application for coverage.
- Sold auto, home, commercial and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Upsold additional products and services after identifying customer needs and requirements.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Conducted annual reviews of existing policies to update information.
- Identified risks resulting from client's underlying business practices, underwriting investigations or fraud exposure.
- Actively listened to customers, handled concerns quickly and escalated major issues
- Worked with claims adjusters and examiners to expedite processing in alignment with procedures.
- Checked documentation for accuracy and validity on updated systems.
- Processed and recorded new policies and claims.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Kept current on all agency and state policies, rules, regulations and statutes.
- Examined claims forms and other records to determine insurance coverage.
- Collaborated with claims department and industry anti-fraud organizations to resolve claims.
Kennel/Dog Daycare Attendant
CANINE & COMPANY
BUFFALO, NY
03.2014 - 09.2015
- Consulted with veterinarians to diagnose problems and administered prescribed treatments.
- Trained animals in behavioral compliance or other special routines or commands.
- Washed, trimmed and brushed animals to maintain good grooming standards.
- Contributed to client retention by consistently providing outstanding customer service to both clients and pets.
- Supported animal wellbeing by caring for both physical and mental health needs through strategies such as regular exercise.
- Documented animals' weight, size and condition in computer system for review by senior staff.
- Followed pet care instructions for dietary needs and medication regimens.
- Developed and maintained courteous and effective working relationships.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Customer Service Representative
Regions Bank
PENSACOLA , FL
04.2009 - 03.2014
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided primary customer support to internal and external customers.
- Processed customer adjustments to maintain financial accounts.
- Recorded account information to open new customer accounts.
- Opened new accounts and made changes to existing accounts.
- Investigated and resolved account issues by offering applicable options to customers.
- Identified customer desires and goals through needs-based sales tactics.
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Utilized up-to-date information to make effective decisions governing bank operations.
- Located and pre-qualified customers for mortgages.
- Opened, closed and updated accounts for customers.
- Maintained friendly and professional customer interactions.
- Calculated fees due, interest and change for customer transactions.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
Education
Bachelor of Arts - Graphic Design
Pensacola Christian College
Pensacola, FL 01.2008 - 05.2010
Skills
Client needs analysis
Accomplishments
- Achieved Top insurance sales award every month for six years
- Achieved agency revenue growth through effectively helping with growing and retaining client relationships
- Received awards for top insurance sales for the year in the entire territory
- Documented and resolved client issues which let to agency top retention in the area
- Used Microsoft Excel to develop prospect tracking spreadsheets.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Supervised team of five staff members.
Software
SOCIAL NETWORKS
GRAPHIC STYLE
SPREADSHEET HANDLING
SHARE FOLDER TECHNIQUES
Word processing and desktop publishing tools
Databases
Presentation tools
EXCEL
ZOOM
SKYPE
SLACK
MICROSOFT OFFICE
ADOBE
ENTERPRISE SYSTEMS
QUCKBOOKS
OUTLOOK
ADVISOR PRO
GATEWAY
EAGENT
Certification
Licensed 440 Insurance representative 2016-present
Timeline
INSURANCE PRODUCER
ALLSTATE DAVID SECKINGER
01.2016 - Current
Kennel/Dog Daycare Attendant
CANINE & COMPANY
03.2014 - 09.2015
Customer Service Representative
Regions Bank
04.2009 - 03.2014
Bachelor of Arts - Graphic Design
Pensacola Christian College
01.2008 - 05.2010
Licensed 440 Insurance representative 2016-present
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