Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through referrals and strategic outside marketing activities. Experienced insurance professional with strong leadership and relationship-building skills. Natural leader willing to go the extra mile to achieve sales targets and agency goals.
Expanded business by 10% while maintaining 92% rate of customer retention.Hired, trained and managed a team of four successful product managers.Launched aggressive growth plans that helped increase customer base from 1600 to 2900 customers.
Retained 92% of policyholders during annual renewal period.Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.Processed applications, payments, corrections, endorsements and cancellations.Developed, implemented and monitored new underwriting guidelines for the agency.Promoted agency products to customers in person, on the telephone and in writing.Compiled coverage and rating information in an accessible format.Submitted up-to-date activity and production logs to agency management for review.Pursued continuing education and training programs to continue professional development.Managed over 2900 policy renewals each year.Developed productive working relationships with car dealers, loan processors and other business partners in the community.Directed four customer service representatives in covering the retail office.Developed life insurance and commercial insurance leads to meet monthly sales targets.Finalized and maintained all types of personal lines insurance policies within the agency.Drafted quarterly reports for management review.Promoted client retention through high-quality service and follow through.
Licensed for Accident Life and Health
Licensed for Property and Casualty Insurance
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