AAA life & health agent accomplished in insurance sales, marketing and customer service. Exceptional organization, time management and multi-tasking abilities. Currently hold a 215 and 2044 personal lines insurance licenses.
12 years experience in the Life & Annuity field.Recently achieved my 2044 personal lines insurance for Home & Auto policies.
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Received the “President's Club” award for 7 consecutive years for outstanding sales performance for AAA Insurance Co.
Processed applications, payments, corrections, endorsements and cancellations.Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.Promoted agency products to customers in person, on the telephone and in writing.Prepared necessary paperwork to process insurance sales and renewals.Submitted up-to-date activity and production logs to agency management for review.Pursued continuing education and training programs to continue professional development.Followed up with potential clients regarding online information requests.Presented and clearly explained insurance policy options to clients based on their needs and goals.
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