Chuck Bassett & Associates, Inc.Shawnee Mission, KSC.I.S.R., Insurance Agent08/2002 to CurrentInterviewed prospective clients to learn about their financial needs and to discuss any existing coverage. Processed applications, payments, corrections, endorsements and cancellations. Promoted agency products to customers in person, on the telephone and in writing. Prepared necessary paperwork to process insurance sales and renewals. Pursued continuing education and training programs to continue professional development. Managed over 100's of policy renewals each year. Presented and clearly explained insurance policy options to clients based on their needs and goals. Followed up with potential clients regarding online information requests. Called lapsed customers each week to inquire about continuing needs. Researched coverage and premium options and supplied clients with the best coverage available. Mediated disputes between carriers and clients. Filled in for other Agents as needed.
Previous Employment FieldsEntered information into computer databases. Verified that information in the computer system was up-to-date and accurate. Scanned incoming documentation. Screened telephone calls and inquiries and directed them as appropriate. Pulled patient charts for upcoming appointments. Obtained information by contacting appropriate personnel or patients. Handled incoming and outgoing correspondence, including mail, email and faxes. Devised and maintained office systems to efficiently deal with paper flow. Opened and closed the store, which included counting cash drawers and making bank deposits. Oversaw all daily operations of one store location as an Assistant Manager. Managed closing duties, including restocking items and reconciliation of the cash drawer. Executed cash transactions quickly and accurately.
