- Montgomery Street, San Francisco, CA 94105
- H: (555) 432-1000
- C:
- resumesample@example.com
- Date of Birth:
- India:
- :
- single:
Focused and dedicated insurance professional with over 11 years of experience providing superior customer service to clients and demonstrating efficient use of time in a busy work environment. Always going above and beyond to build long-term relationships with clients as well as helping my teammates wherever necessary to achieve collective goals.
- Asset protection expertise
- Customer follow-up
- Policy adjustment knowledge
- Cross-selling and upselling
- Client retention
- Email marketing
- Customer relationship development
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- Client account management
- Inventory coordination
- Documenting information
- Resolving customer issues
- Ensuring customer satisfaction
- Strong communication abilities
|
Associate Agent, Insurance, 10/2018 - Current
Puffenbarger Insurance & Financial Services – City, STATE,
- Collaborated with customers about company offerings, budget concerns and other questions.
- Completed and processed sales paperwork efficiently, consistently meeting accuracy targets for optimal quality.
- Collaborated with various departments and new customers on product offerings.
- Expanded client list by compiling information of potential clients to contact.
- Responded promptly to customer service calls and inquiries from diverse groups of individuals.
- Collaborated with individuals through meetings and conference calls.
- Communicated with clients to determine property needs and budget constraints.
- Analyzed customer needs and provided best options, upselling products and services.
- Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Cultivated professional relations to establish long-term profitable partnerships.
- Provided quick turnaround time when customers called with questions, usually within [Number] hours.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Resolved [Type] issues quickly through meticulous research, [Skill] and [Skill].
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Developed insurance cross-selling opportunities in partnership with [Job titles].
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
- Cultivated lasting professional relationships, which created continuous client referral streams within community.
- Developed and implemented promotions to maximize sales and customer numbers.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Exceeded team goals by partnering with staff to share and implement best practices.
- Maintained pleasant and cordial attitude at all times, even when issues arose.
Associate Agent, Insurance, 10/2016 - 10/2018
Matt Stone Insurance, Inc. – City, STATE,
- Analyzed customer needs and provided best options, upselling products and services.
- Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Cultivated professional relations to establish long-term profitable partnerships.
- Provided quick turnaround time when customers called with questions, usually within [Number] hours.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Resolved [Type] issues quickly through meticulous research, [Skill] and [Skill].
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Developed insurance cross-selling opportunities in partnership with [Job titles].
- Cultivated lasting professional relationships, which created continuous client referral streams within community.
- Diligently filed and followed up on third party claims.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
- Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
- Maintained pleasant and cordial attitude at all times, even when issues arose.
- Improved office operations continually by maintaining records, tracking data and promoting internal communications.
- Increased data collection accuracy by recording client account information with zero discrepancies.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Associate Agent, Insurance, 12/2013 - 09/2016
Lazor Insurance & Financial Services – City, STATE,
- Analyzed customer needs and provided best options, upselling products and services.
- Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Provided quick turnaround time when customers called with questions, usually within [Number] hours.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Resolved [Type] issues quickly through meticulous research, [Skill] and [Skill].
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
- Cultivated lasting professional relationships, which created continuous client referral streams within community.
- Diligently filed and followed up on third party claims.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Increased data collection accuracy by recording client account information with zero discrepancies.
- Improved office operations continually by maintaining records, tracking data and promoting internal communications.
- Maintained pleasant and cordial attitude at all times, even when issues arose.
Associate Agent, Insurance, 10/2009 - 11/2013
Matt Stone Insurance, Inc. – City, STATE,
- Analyzed customer needs and provided best options, upselling products and services.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
- Diminished project lags by effectively training employees on best practices and protocols.
- Cultivated professional relations to establish long-term profitable partnerships.
- Provided quick turnaround time when customers called with questions, usually within [Number] hours.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Resolved [Type] issues quickly through meticulous research, [Skill] and [Skill].
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Developed insurance cross-selling opportunities in partnership with [Job titles].
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
- Cultivated lasting professional relationships, which created continuous client referral streams within community.
- Diligently filed and followed up on third party claims.
- Maintained pleasant and cordial attitude at all times, even when issues arose.
- Increased data collection accuracy by recording client account information with zero discrepancies.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
- Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Generated new leads and identified potential clients by using successful direct marketing strategies.
: Graphic Design, Expected in
-
Virginia Commonwealth University - Richmond, VA
GPA:
High School Diploma: , Expected in 05/2006
-
Robinson Secondary - Fairfax, VA
GPA:
- Property & Casualty Insurance Licensed - 2009-Present
- Life, Health & Annuities Insurance Licensed - 2009-Present
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