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.
Skills
Asset protection expertise
Customer follow-up
Policy adjustment knowledge
Cross-selling and upselling
Client retention
Email marketing
Customer relationship development
Client account management
Inventory coordination
Documenting information
Resolving customer issues
Ensuring customer satisfaction
Strong communication abilities
Experience
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.
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