Wendy Zobell
Cedar City,UT
Summary
Excellent communicator and dependable team player with strong understanding of insurance and personal care. Very good 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. Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating a enjoyable but focus office environment.
Overview
21
21
years of professional experience
2
2
Certification
Work History
Insurance Agent
Alcott Farmers Insurance Agency
444 South Main St. Ste B1 Cedar City, Utah 84720
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
115 N Main St.
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.
Education
Bachelor's degree - Business
Southern Utah University
Cedar City, UT05.2000
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)
- Customer Service
- Policy Renewals
- Leads Prospecting
- Customer follow-up
- Client Retention
- Policy writing
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 .
- Completed Master Remote Professional Certificate from Utah State University
Certification
- Master Remote Professional Certificate Utah State University
- Life & Health Insurance License
- Property & Casualty License
- License # 200882
Volunteer Work
- Collaborated in rebuilding the playground for the woman's crises center.
- Painted new building for adult's on the spectrum.
- Chair a weekly woman meeting.
- Work with people snuggling with addiction to help them get back on their feet.
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
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