Summary
Overview
Work History
Education
Skills
Timeline
Licensed 2-20 Insurance Agent
Generic

Zenobia Evans

Fort Myers,FL

Summary

Knowledgeable Insurance Agent with a comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration. Demonstrated skills in risk assessment and customer service excellence.

Overview

19
19
years of professional experience

Work History

Insurance Agent/ Personal Lines Account Manager

SW FL Insurance
05.2023 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • 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.
  • Effectively resolved client issues in a timely manner while maintaining positive working relationships.

Insurance Agent

Harvest Insurance
01.2021 - 04.2023
  • Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
  • Maintained high standards of customer service by building relationships with clients.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
  • Utilized CRM software to manage client relationships.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.

Account Manager / Insurance Agent

Rothrock and Associates
03.2007 - 01.2018
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Conducted regular account reviews to identify areas for improvement and ensure continued success.
  • Implemented CRM system to track client interactions and feedback, leading to more personalized service.
  • Cultivated portfolio of high-value clients by leveraging industry knowledge and strategic networking.
  • Boosted client retention by developing and implementing comprehensive account management strategy.

Education

Some College (No Degree) - Business Management

Palm Beach Lakes High School
West Palm Beach, FL

Skills

  • Licensed insurance agent
  • Client retention
  • Account management
  • Policy writing
  • CRM software
  • Policy renewals
  • Property insurance
  • Negotiation abilities
  • Insurance policy sales
  • Professionalism and ethics
  • Quotes and sales
  • Client relations

Timeline

Insurance Agent/ Personal Lines Account Manager

SW FL Insurance
05.2023 - Current

Insurance Agent

Harvest Insurance
01.2021 - 04.2023

Account Manager / Insurance Agent

Rothrock and Associates
03.2007 - 01.2018

Some College (No Degree) - Business Management

Palm Beach Lakes High School

Licensed 2-20 Insurance Agent

Licensed 6-20 All Lines Adjuster 

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Zenobia Evans