Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
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Date of Birth:
India:
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Summary
Property and Casualty Sales and Service
Identify and evaluate potential client's needs to recommend proper coverage.
Promoting and marketing to achieve and exceed sales goals.
Thoroughly understanding and educating customers on their coverage, discounts, and cross selling to maintain customer relations and increase retention.
Current up to date knowledge of underwriting guidelines and state regulations to ensure accuracy and profitability.
Skills
Exceptional knowledge of Home, Auto, Specialty Lines, and Commercial Insurance sales and service
Excellence in dealing with customer relations
15+years experience understanding and educating customers so they may make informed decisions
Thorough knowledge of claims process and assisting customers in their time of need
Experience
LSP, 2003 - 06/2004 Sonepar Usa – Lake Mary, FL,
Provided customers assistance with endorsements, payments, and renewals.
Marketed and identified prospects, quoted and issued new business, and maintained remittance.
CSR, 06/2004 - 10/2005 Nationwide – City, STATE, Maintained customer accounts, applied payments, endorsements, and performed annual policy reviews to ensure retention and growth.
LSP/Office Manager, 2006 - Current Allstate – City, STATE,
Managed and trained staff with 2 LSP's under my leadership
15 years of extensive knowledge in sales, retention, policy maintenance, underwriting guidelines and procedures.
Consistent meeting and exceeding of sales goals.
Outstanding customer service and relations with an exceptional ability to deal with situations that arise.
Incoming and outgoing sales calls, x-date follow ups, and an optimal cross selling percentage to increase sales and profitability.
Education and Training
High School Diploma: General, Expected in 1999 - Samuel Clemens - Schertz, TX GPA: Status -
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