Summary
Accomplishments
Skills
Work History
Timeline
Quote
Education
Certification
Work Availability
Overview
Gardening, Hiking, Running and Camping
AdministrativeAssistant
Wendy Zobell

Wendy Zobell

Agent
Cedar City,UT

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Accomplishments

  • Life Health and Property Casualty licensed in Utah and Arizona.
  • Supervised team 5 staff members.
  • Proficient in agency management systems AMS 360 and Applied
  • Collaborated with team of 8 in the development of Personal lines cross sale procedures .

Skills

  • Insurance Sales (10 years)
  • Underwriting (10 years)
  • Account Management (10 years)
  • Upselling (10 years)
  • Sales (10 years)
  • Billing Inquiries (10 years)
  • Asset Protection (10 years)
  • Property and Casualty Insurance (10 years)
  • Deductible Expense Identification (10 years)
  • Policyholder Communication (10 years)
  • Professionalism and Ethics (10 years)
  • Underwriter Selection (10 years)
  • Administrative Functions (10 years)
  • Operations Management (10 years)
  • Caregiving (3 years)
  • Meal Preparation (3 years)
  • Elderly care (3 years)
  • Home Care (3 years)

Work History

Insurance Agent

Alcott Farmers Insurance Agency
10.2022 - 02.2023
  • Educated clients on insurance policies and procedures.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Maintained high standards of customer service by building relationships with clients.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.

Elderly Caregiver

John Reed
11.2020 - 02.2023
  • Daily caregiver for 99 yr old
  • Prepared meals, shopping, bathing and hygiene care, appointments, assisted /kept well during pandemic, pick up prescriptions and administered daily, daily blood pressure and heart monitoring, and 24 hour call care.
  • Facilitated social interactions among senior residents through group activities, events, and outings.
  • Built and maintained rapport with clients and family members to facilitate trusting caregiver relationship.
  • Completed regular check-ins and progress report for each client.
  • Administered medications following prescribed instructions to alleviate symptoms and discomfort, monitoring client reactions.
  • Offered companionship and kindness to elderly patients.
  • Assisted with daily living activities, running errands, and household chores.
  • Responded promptly to emergency situations, providing first aid treatment when necessary and alerting medical personnel if required.

Licensed Insurance Agent

Dixie Leavitt Insurance Agency
07.2002 - 06.2020
  • Took and passed property and casualty test and health and life test currently licensed in both
  • Sold quality insurance, advised clients on coverages, claim processing and insurance premiums.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Streamlined the claims process for clients, ensuring prompt resolution and payment of claims.
  • Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
  • Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.

Timeline

Insurance Agent

Alcott Farmers Insurance Agency
10.2022 - 02.2023

Elderly Caregiver

John Reed
11.2020 - 02.2023

Licensed Insurance Agent

Dixie Leavitt Insurance Agency
07.2002 - 06.2020

Bachelor's degree - Business

Southern Utah University

Quote

It's fine to celebrate success but it is more important to heed the lessons of failure.
Bill Gates

Education

Bachelor's degree - Business

Southern Utah University
Cedar City, UT
05.2000

Certification


  • Master Remote Professional Certificate Utah State University
  • Life & Health Insurance License
  • Property & Casualty License
  • License # 200882



Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Overview

21
21
years of professional experience
2
2
Certificate

Gardening, Hiking, Running and Camping

I look forward to spring so that I can do all the outdoor activities I enjoy, and plan and plant my gardens.

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