Excellent background in customer service, exceeding client expectations from initial contract through post-sales follow-up. Analytical and organized with the proven ability to identify client needs, make recommendations and implement effective solutions. Highly skilled in rapidly developing rapport. Self-starter and persuasive communicator with extensive knowledge of Commercial insurances Coverages. Extremely adaptable and able to quickly grasp and apply new information.
- Active P&C License
- Promotional Materials
- Account Retention
- Professional Presentation
- Key Account Management
- Applied TAM
- Financial Negotiation
- MS Word and Excel
Consistently exceeded client expectations by providing the highest level of quality service to members which resulted in a 98% retention Level.
Individually Support an eight million dollars book of business.
Bedford, TX, 11/2013 -
- Work directly with the Executive Vice President of Insurance Services
- Service as the first Point of contact for all day to day activities regarding customers file.
- Organize and uphold summaries of insurance, schedules, proposals and updates client notebooks as needed for new and renewal accounts.
- Process endorsements; transact invoices, policy status, billing, and policy information into Applied Systems database TAM.
- Send policies, Certificate of Insurance and Evidence of Property to customers and Additional Insured whenever required.
- Experience in quoting multiple carriers such as Hartford, Travelers, Hanover, and others.
- Research coverages and premiums options and supply clients with the best coverage available.
- Present proactive and consultative customer service to clients
- Organize and facilitate regular in-person service meetings between clients and brokers
- Act as liaison between customer/ broker and all internal departments; ensure all service concerns are addressed and resolved
- Develop renewal strategy for each customer, negotiate and prepare renewal package and present renewals to customers/brokers
- Identify and pursue opportunities for writing new lines of coverage with existing clients Maintain timely and accurate documentation of customer interaction in account management database
- Verifies accuracy of all client audits and requests corrections as necessary.
- Create quote comparison for new and renewal business via spreadsheets.
- Processes and follow up on cancellation requests to carriers to ensure accurate and timely resolution
- Contribute to effective marketing of the company's products by answering questions on new or revised products and processes.
- Report and document any claims and follow up with claims adjuster on behalf of client when required.
Cheraw, SC, 02/2013 - 11/2013
- Gained new business via telephone, networking and other lead sources.
- Developed insurance quotes made sales presentations, and closed sales.
- Developed productive working relationships with car dealers, loan processors and other business partners in the community.
- Provided exceptional customer service.
- Presented and clearly explained insurance policy options to clients based on their needs and goals.
- Developed, implemented and monitored new underwriting guidelines for the agency.
- Analyzed information such as motor vehicle reports, credit reports, applications, risk, etc.to accept or reject prospects
- Tracked daily sales activity and kept management apprised of sales activity in an on going basis.
City, STATE, 2010 - 11/2013
- Make sure that all associates are using proper sales and check out procedures to maximize sales and minimize theft.
- Maintained a safe and secure working environment by removing all hazardous materials.
- Mitigated theft and fraud from customers and associates by monitoring the sales floor.
- Greet customers at entrance and provide customer service.
- Checked if items are properly hard tag and sealed to prevent theft,
- Trained new agent and test employees daily on way to prevent theft and slip and falls.
- Maintained contact with regional loss prevention manager on any Internal and External suspected thefts.
City, STATE, 07/2012 - 02/2013
- Answered inbound calls and provide resolution for customer concerns,
- Followed rules and regulations in order to protect the company and the customer's private information.
- Researched and provided information to issue credit memos and make appropriate adjustments to customer account.
- Used natural sales techniques to persuade customers to purchase products.
Ability to understand P&C coverage
Exceptional customer service skills
Good communication and interpersonal skills
Familiarity to perform basic math
By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy
Disclaimer
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score
could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
resume Strength
- Length
- Personalization
- Strong Summary
- Target Job
Resume Overview
School Attended
- American Intercontinental
Job Titles Held:
- Commercial and Personal Insurance Account Representative/ CSR
- Insurance Sales Producer
- Lead Loss Prevention Agent
- Customer Service Representative
Degrees
- BBA
By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy
