Property & Casualty agent accomplished in insurance sales, marketing and customer service. Exceptional organization, time management and multi-tasking abilities. Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through cold calling, referrals and strategic outside marketing activities. Driven to develop strategic sales plans and help clients obtain desired coverage at the lowest rates available.
Detail-oriented Insurance Sales Agent eager to utilize an aptitude for client satisfaction and retention to contribute to the our mission. Bringing 15 years of asset protection expertise and policy adjustment knowledge to add value to the company.
Dedicated Bookkeeper well-versed in leveraging initiative and resourcefulness to deliver top-notch business results. Successful in keeping accounting and reporting systems compliant with all regulations.
Detail-oriented and meticulous accounting professional with solid record of accomplishment in handling financial needs of insurance organizations. Highly organized and proactive in tracking expenses, reconciling accounts and resolving variances. Dedicated to efficiently managing fully compliant and accurate accounts to support long-term operational success.
My spouse and son own a earthmoving business. I am in charge of the books, the parts ordered& delivery to job sites. Negotiations with farmers and bids on jobs are just one facet of running our busines.
Worked with managers to develop service improvement initiatives.
Escalated customer concerns, store issues and inventory requirements to supervisors.
Assisted approximately 426 customers with insurance needs And question.
Greeted customers to facilitate services, determine service needs and accurately input orders into electronic systems.
Cultivated impactful relationships with customers and drove business development by delivering product knowledge.
Delivered high level of service and support to each customer, paving way for future business opportunities.
Documented conversations with customers to track requests, problems and solutions.
Maintained calm, friendly demeanor with upset customers to de-escalate stressful situations.
Evaluated customer account information to assess current issues and determine potential solutions.
Assessed customer needs and upsold products and services to maximize all sales.
Contributed to 70% sales by improving lead-generation and sales-tracking methods.
Collected customer feedback and recommended procedural or product changes to enhance future service delivery.
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