Lsa 4 resume example

Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage. Presented and clearly explained insurance policy options to clients based on their needs and goals. Processed applications, payments, corrections, endorsements and cancellations. Retained policyholders during annual renewal period. Called warm leads each week to expand client base. 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.Prepared necessary paperwork to process insurance sales and renewals.Followed up with potential clients regarding online information requests. Submitted and assisted in handling claims. Office management.