Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Hi, I’m
VANESSA WEATHERS
life insurance
MCKINNEY,TX
Summary
Overview
9
years of professional experience
1
Certification
Work History
Bankers Life Insurance Company Of America
Life Insurance Agent
01.2024 - Current
Job overview
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Leveraged industry knowledge to educate potential clients on importance of life insurance, resulting in increased policy awareness and sales conversions.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 98%.
Service Mac Llc
Escrow Analyst
06.2022 - 12.2023
Job overview
- Ensured compliance with regulatory guidelines while executing all steps of escrow process.
- Enhanced efficiency in closing transactions by meticulously reviewing and analyzing escrow documents.
- Identified opportunities for process improvement within department, proposing innovative solutions that led to increased efficiency.
- Managed well over 200 escrow accounts daily, prioritizing tasks according to deadlines and client needs.
- Resolved disputes between parties involved in transactions through effective negotiation and mediation skills.
- Contributed to business growth through skillful management of referral relationships with real estate agents and brokers.
- Assisted in preparation of settlement statements, resulting in clear documentation for all parties involved.
HOMEPOINT FINANCIAL
Escrow Analyst
01.2019 - 06.2022
Job overview
- Ensured compliance with regulatory guidelines while executing all steps of escrow process.
- Enhanced efficiency in closing transactions by meticulously reviewing and analyzing escrow documents.
- Reduced processing time by efficiently handling incoming mail and document distribution within department.
- Conducted thorough research on property titles, identifying potential discrepancies and addressing them proactively.
- Streamlined communication between clients and title companies, ensuring timely completion of escrow tasks.
- Maintained comprehensive understanding of industry trends and developments, proactively adjusting practices to stay ahead in competitive market.
- Managed escrow 200 accounts daily, prioritizing tasks according to deadlines and client needs.
HOMEPOINT FINANCIAL
Collections Agent
03.2018 - 01.2019
Job overview
- Built rapport with customers by demonstrating understanding of their situation while seeking fair resolutions.
- Processed payments and applied to customer balances.
- Maintained high volume of calls 100+ daily and met demands of busy and productive group.
- Negotiated to collect balance in full.
- Achieved successful debt collection results by utilizing negotiation skills and developing customized payment plans.
- Achieved performance goals on consistent basis.
- Provided exceptional customer service by empathizing with clients'' financial situations while working towards mutually beneficial solutions.
- Increased productivity levels through efficient time management and prioritization of daily tasks.
- Exceeded monthly targets consistently as result of strong negotiation skills combined with effective account management strategies.
HOMEPOINT FINANCIAL
Customer Service Representative
10.2015 - 03.2018
Job overview
- Handled customer inquiries and suggestions courteously and professionally.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Answered more than 100 + constant flow of customer calls with minimal wait times.
- Updated account information to maintain customer records.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
Education
SUNSET HIGH SCHOOLDallas
HIGH SCHOOL DIPLOMA
05.2008
University Overview
Skills
- Insurance Policy Sales
- In-depth product knowledge
- Building Relationships
- Client Service
- Negotiation Tactics
- Insurance product expertise
- Cross-selling techniques
- Lead prospecting
- Prospecting clients
- Team training and development
- Social media proficiency
- Email Marketing
Accomplishments
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Achieved tasks by introducing blacknight msp for daily tasks.
- Documented and resolved improper analysis.
- Achieved goals by introducing excel for state mass tasks.
Related Experience
Related Experience
- Part time work, Top golf, 2023-present
- Trainer, Mayweather boxing studio, 2023-2023
Personal Information
Personal Information
Title: LIFE INSURANCE AGENTCertification
- Licensed life insurance agent in Texas
Languages
Spanish
Limited Working
Affiliations
Affiliations
- Homepoint financial
- Bankers life
Software
Microsoft Excel
Blacknight msp
Interests
Poetry
Podcasting
Timeline
Life Insurance Agent
Bankers Life Insurance Company Of America
01.2024 - Current
Escrow Analyst
Service Mac Llc
06.2022 - 12.2023
Escrow Analyst
HOMEPOINT FINANCIAL
01.2019 - 06.2022
Collections Agent
HOMEPOINT FINANCIAL
03.2018 - 01.2019
Customer Service Representative
HOMEPOINT FINANCIAL
10.2015 - 03.2018
SUNSET HIGH SCHOOL
HIGH SCHOOL DIPLOMA
- Licensed life insurance agent in Texas
Similar Profiles
Justin MattsonJustin Mattson
Licensed Insurance Agent at Senior Life/Bankers Life Insurance Company Of AmericaLicensed Insurance Agent at Senior Life/Bankers Life Insurance Company Of America
Malcolm ConeoMalcolm Coneo
Life Insurance Agent at Bankers Life Insurance Company Of AmericaLife Insurance Agent at Bankers Life Insurance Company Of America
Lauren BalesLauren Bales
Agent at Bankers Life Insurance Company Of AmericaAgent at Bankers Life Insurance Company Of America