Customer Service Insurance Agent

Donna L. Wertz

Commercial Lines: Client Service Executive

**** *. ********** **.

Littleton, CO 80127

303-***-**** ***********@*****.***

PROFESSIONAL QUALIFICATIONS

• •

Licensed: property, casualty, life, and health Excellent customer relationship building/

• maintenance

Energetic, goal-focused sales professional

•

• Encouraged best practices & continuous

Medium to large account management

improvement

• Ability to negotiate

• Professionally confident in interactions across all

• Time management

business situations

• Effective performance & organized

PROFESSIONAL EXPERIENCE

November 2007 - Present July 2007 - November 2007

Agent Producer /Account Manager Farmers Insurance Agent

Farmers Insurance Agencies Littleton, CO

• Sold auto, home, life, and commercial

Lakewood/Littleton, CO

• Sold and manage auto, home, life, polices

• Obtained excellent retention, rapport, and

commercial polices over 100K

• Problem Solving- Instrumental on policy growth with insureds

• Guided my insureds through the claim

correcting a state wide computer system

error on calculating auto premium. process

• Assessed insured policy & claim issues • Networked with real estate agents and

resulting in retaining their business elementary teachers

• Managed the office effectively • First Colorado Farmers Insurance agent to

• Trained customer service staff insure the Smart car

March 2005 - June 2007 November 1981 –March 2005

Sales and Customer Service General Manager

Leo McGee Agency Farmers Insurance Superior Office Service

Lakewood, CO Lakewood, CO

• Sold auto, home, & life policies • Sold postage equipment, & annual

• Provided professional Customer Service maintenance agreements

• Performed excellent Customer Service

• Accounts Receivable

• Managed the fleet of service vehicles

• All lines policy support (in-office and

• Created invoices and worked with

telephone)

• Managed office collections

• Solicited, prepared & managed government

awarded bids

COMMUNITY INVOLVEMENT

• •

School volunteer Colorado Choir member

Contact this candidate