Summary
Overview
Work History
Education
Skills
Certification
References
Education
Contact
Personal Information
Timeline
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Vanessa Purugganan

Vacaville,CA

Summary

Proven Insurance Account Representative with a track record of increasing customer satisfaction scores and retention rates at Ethan Cline - StateFarm. Expert in policy administration and negotiation, blending exceptional customer service skills with a goal-oriented mindset. Demonstrates adaptability and a professional demeanor, excelling in both individual and team settings.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Insurance Account Representative

Ethan Cline - StateFarm
Santa Rosa, US
01.2023 - 05.2023
  • Generated new business by prospecting and cold calling potential clients
  • Developed and maintained strong relationships with existing clients, providing exceptional customer service and addressing their insurance needs
  • Analyzed client's current insurance coverage to identify gaps or areas for improvement, resulting in increased policy upgrades
  • Collaborated with underwriters to negotiate favorable terms and conditions for clients' insurance policies
  • Prepared accurate quotes and proposals for clients based on their specific insurance requirements
  • Educated clients on different types of insurance products available to meet their individual needs and risk profiles
  • Collaborated with team members to share best practices, provide support during complex negotiations, and achieve team goals collectively
  • Provided guidance to clients regarding appropriate coverage limits based on their assets value or business operations
  • Negotiated competitive premiums rates from various insurers while ensuring comprehensive coverage for the client
  • Reviewed policy documents thoroughly before presenting them to the client ensuring accuracy of information provided
  • Increased customer retention rate by proactively reaching out at renewal time offering alternative options that better fit changing needs
  • Provided ongoing support to clients during claims process by acting as a liaison between the client and the insurance company
  • Managed a large book of business consisting of diverse clients from various industries and backgrounds
  • Increased customer satisfaction scores by promptly addressing client inquiries or concerns regarding their policies

Front Desk Receptionist

George Petersen Insurance Agency
Santa Rosa, US
08.2021 - 01.2022
  • Greeted and welcomed guests, providing a positive first impression of the company
  • Managed a high volume of incoming calls, directing them to the appropriate departments or individuals
  • Scheduled appointments and maintained an organized calendar for multiple staff members
  • Efficiently handled all incoming and outgoing mail, packages, and deliveries
  • Maintained cleanliness and organization of the front desk area at all times
  • Provided administrative support to various departments as needed, including data entry and filing
  • Collaborated with other team members to ensure seamless communication across different departments
  • Handled confidential information with utmost discretion while maintaining strict confidentiality protocols
  • Demonstrated strong problem-solving skills when handling difficult situations or demanding customers
  • Served as a liaison between clients, staff members, and management, facilitating smooth operations

Education

High school diploma -

Maria Carrillo High School
Santa Rosa, CA
06.2016

Skills

  • Customer service
  • Upselling
  • Salesforce
  • Insurance sales
  • Office Management
  • Insurance policy sales
  • Policy renewals
  • Adobe photoshop
  • Account Management
  • Negotiation
  • Sales
  • Cold calling
  • Outside sales
  • CRM software
  • Goal-oriented mindset
  • Policy administration
  • Customer billing
  • Prospecting skills
  • Insurance sales strategy
  • Policy Knowledge
  • Customer engagement
  • Task prioritization
  • Adaptability and flexibility
  • Public speaking
  • Effective communication
  • Calculate premiums
  • Licensing requirements
  • Problem-solving abilities
  • Professional demeanor

Certification

Insurance Producer License

References

References available upon request.

Education

Santa Rosa, CA

Contact

Vacaville, CA 95687

Personal Information

Authorized To Work: US for any employer

Timeline

Insurance Account Representative

Ethan Cline - StateFarm
01.2023 - 05.2023

Front Desk Receptionist

George Petersen Insurance Agency
08.2021 - 01.2022

High school diploma -

Maria Carrillo High School

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Vanessa Purugganan