Wanda James
Insurance Agent
Kannapolis,NC
Summary
Driven Property & Casualty Insurance Agent with 21 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
21
21
years of professional experience
4
4
years of post-secondary education
Work History
Licensed Insurance Agent
A Better Choice Insurance Agency
Concord, NC
03.2001 - 05.2022
- Provided coverage option information to assist clients in protecting assets.
- Upsold additional products and services after identifying customer needs and requirements.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Obtained underwriting approval by completing application for coverage.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Established payment methods for clients to facilitate customer payments and issue receipts.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Sold auto, home and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Education
High School Diploma -
Mount Pleasant High School
Mount Pleasant, NC 08.1973 - 05.1977
Skills
Auto insurance
Client needs analysis
Policy renewals
Product knowledge
Property insurance
Underwriting and adjustments
Client Service
Knowledgeable in EzLynx and Applied Systems (TAM)
Timeline
Licensed Insurance Agent
A Better Choice Insurance Agency
03.2001 - 05.2022
High School Diploma -
Mount Pleasant High School
08.1973 - 05.1977