Focused and dedicated insurance individual motivated to provide superior customer service to current and potential policy holders. Eager to learn new skills and networking with new people. Well organized, proficient in several computer programs; a quick study. Extremely loyal to my employers. Ambitious in sales and cross selling. Proficient in identifying the needs of policy holders/customers.
I determined additional needs the customers had by analyzing their portfolios and market trends to increase revenue and meet sales goals. I did this through cross selling other products the company had to offer. I worked well in a team environment and was a strong leader, assisting with creating new customer service stradigies and training manuals. Maintained an "exceeds expectations" on my monthly, quarterly and annual reviews. Earned employee of the month award thirty four times during my tenor. I was also chosen to cross train in claims as well as enter into the manager mentoring program.
Retained 75% of policyholders during annual renewal period. Processed applications, payments, corrections, endorsements and cancellations. Promoted agency products to customers on the telephone and in writing. Prepared necessary paperwork to process insurance sales and renewals. Pursued continuing education and training programs to continue professional development. Managed over 1800 policy renewals each year. Presented and clearly explained insurance policy options to clients based on their needs and goals. Developed productive working relationships with internal customers, in several departments with in the company. Researched coverage and premium options and supplied clients with the best coverage available. Developed life insurance and commercial insurance leads to meet monthly sales targets. Finalized and maintained personal lines insurance policies within the agency.Managed accounts in a professional and timely manner.
Continuing education in Property and Casualty Insurance. Financial Management coursework
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