Whittney Boothe
White Oak
Summary
Dynamic insurance professional with extensive experience in insurance, specializing in personalized policy solutions and client relationship management. Proven track record in enhancing customer satisfaction through effective communication and problem resolution. Skilled in risk assessment and cross-selling, consistently achieving sales targets while fostering trust and loyalty among clients. Strong team collaborator, adaptable to changing needs, and consistently reliable in achieving organizational goals. Skilled in sales strategies, policy analysis, and client advisory services.
Overview
13
13
years of professional experience
Work History
Insurance Agent
Limitless Insurance
08.2022 - Current
- Assisted clients in understanding policy options and coverage details.
- Managed client inquiries through phone and email communications.
- Supported the processing of insurance applications and documentation.
- Specialized in Personal lines and Life Insurance Sales.
- Learned to utilize CRM software for tracking client interactions.
- Collaborated with team members to enhance customer service initiatives.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Educated clients on policy options, benefits, and coverage details.
Insurance Agent/Insurance Customer Service Representative
Adam Rope State Farm
08.2014 - 05.2016
- Developed customized insurance solutions based on client needs and risk assessments.
- Provided exceptional customer service, resolving inquiries and enhancing client satisfaction.
- Conducted thorough policy reviews to ensure compliance with industry regulations and standards.
- Analyzed market trends to identify opportunities for new product offerings and competitive advantages.
- Educated clients about insurance options, helping them make informed decisions regarding their policies.
Insurance Agent
Thomas Wright & Associates
05.2013 - 05.2014
- Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Implemented client feedback system to gather insights and improve service delivery continuously.
- Facilitated smooth claim processes for clients, ensuring they received prompt and fair settlements.
- Enhanced client portfolio value by recommending personalized insurance solutions based on individual risk assessments.
- Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
Education
Associate of Arts - English & Music
Trinity Valley Community College
Athens, Texas, TXSkills
- Insurance Agent Licensed in General Lines & Life
- Detail Oriented
- Client relationship management
- Insurance policy analysis
- Risk assessment
- Sales strategy development
- Customer service excellence
- Cross-selling techniques
- Policy customization
- Communication skills
- Problem resolution
- Client education strategies
Timeline
Insurance Agent
Limitless Insurance
08.2022 - Current
Insurance Agent/Insurance Customer Service Representative
Adam Rope State Farm
08.2014 - 05.2016
Insurance Agent
Thomas Wright & Associates
05.2013 - 05.2014
Associate of Arts - English & Music
Trinity Valley Community College