High-energy Licensed Insurance Sales Agent with 18 years experience in automotive, life, property insurance including Banking and Loans. Exhibits professionalism and patience in conflict resolution and mediation.Result-driven, proactive and resourceful administrative professional.
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Qualified for multiple Monthly sales bonuses. Staff Ambassadors Travel Bonuses.
Interviewed 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.Presented and clearly explained insurance policy options to clients based on their needs and goals.Prepared necessary paperwork to process insurance sales and renewals.Researched coverage and premium options and supplied clients with the best coverage available.Finalized and maintained all types of personal lines insurance policies within the agency.Pursued continuing education and training programs to continue professional development.Coded claims forms and mediated disputes between carriers and clients.Followed up with potential clients regarding online information requests.Presented and clearly explained insurance policy options to clients based on their needs and goals.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.Presented account proposals in a professional and timely manner.
Interviewed 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.Presented and clearly explained insurance policy options to clients based on their needs and goals.Prepared necessary paperwork to process insurance sales and renewals.Researched coverage and premium options and supplied clients with the best coverage available.Finalized and maintained all types of personal lines insurance policies within the agency.Pursued continuing education and training programs to continue professional development.Coded claims forms and mediated disputes between carriers and clients.Followed up with potential clients regarding online information requests.Presented and clearly explained insurance policy options to clients based on their needs and goals.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.Presented account proposals in a professional and timely manner.
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