Vanessa Wright
La Marque,TX
Summary
Dynamic insurance agent with a proven track record at Chris Peters State Farm, excelling in client relations and policy renewals. Skilled in utilizing CRM software to enhance customer service and retention. Committed to professionalism and ethics, consistently expanding client base through effective communication and upselling strategies.
Overview
12
12
years of professional experience
Work History
Insurance Agent
Chris Peters State Farm
04.2019 - Current
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
Insurance Agent
Rose Caskey State Farm
08.2013 - 04.2019
- Assisted clients in understanding insurance products and coverage options.
- Provided administrative support for policy documentation and processing.
- Learned to utilize CRM software for customer relationship management.
- Developed skills in assessing client needs through effective communication.
- Coordinated with insurers to facilitate quote generation and policy issuance.
- Supported team efforts in maintaining accurate client records and files.
- Enhanced problem-solving abilities by addressing client inquiries promptly.
- Engaged in continuous learning of industry regulations and compliance standards.
Education
High School Diploma -
Alvin High School
Alvin, TX06.2011
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client relations
- Client retention
- Account management
- Life insurance
- Upselling
- Policy renewals
- Client account management
- Property insurance
- Health insurance
- CRM software
- Policy writing
- Auto insurance
Timeline
Insurance Agent
Chris Peters State Farm
04.2019 - Current
Insurance Agent
Rose Caskey State Farm
08.2013 - 04.2019
High School Diploma -
Alvin High School
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