William "Bill" Burgess
Reno,NV
Summary
Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
36
36
years of professional experience
Work History
Insurance Agent
Summit Partners
Roseville, CA
03.2023 - Current
- Developed client relationships through effective communication and personalized service.
- Conducted insurance policy reviews to ensure compliance with regulations and client needs.
- Assisted clients in understanding coverage options, enhancing their decision-making process.
- Managed claims processing by coordinating with clients and insurance providers for timely resolutions.
- Streamlined administrative processes, improving efficiency in policy documentation and record-keeping.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- 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.
Insurance Agent
Farmers Insurance Company
Reno, NV
08.1989 - 03.2020
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- 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.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Education
High School Diploma -
Reno High School
Reno, NVUniversity of Nevada Reno
Reno, NVSkills
Client relationship management
Insurance policy compliance
Claims processing coordination
Administrative process improvement
Customer service excellence
Policy documentation accuracy
Record-keeping efficiency
Trust-building with clients
Customer service
Issue resolution strategies
Client communication skills
Problem resolution techniques
Professionalism and ethics
Timeline
Insurance Agent
Summit Partners
03.2023 - Current
Insurance Agent
Farmers Insurance Company
08.1989 - 03.2020
High School Diploma -
Reno High School
University of Nevada Reno