Customer Service Insurance Agent
Resume:
Ellen Rose Daniels
Email: ***********@*****.***
PROFESSIONAL EXPERIENCE
Ellen Daniels Agency Lincoln, RI
INDEPENDENT INSURANCE AGENT SEPTEMBER, 2003 TO PRESENT
. Customize insurance program to suit individual customer often covering
a variety of risks.
. Ensure that policy requirements are fulfilled, including any necessary
medical exam and completion of appropriate forms.
. Calculate premium and establish payment method.
. Interview prospective client to obtain data about their financial
resources and needs, the physical condition of their person or
property to be insured and discuss any existing coverage.
. Sell various types of insurance policy to business and individuals on
behalf of insurance companies including life, health, long term care,
and disability, accident and group enrollment.
. Seek out new clients and develop clientele by networking to find new
customers and generate lists of prospective clients.
. Perform administrative tasks, such as maintaining records and handling
policy renewals.
. Explain features, advantages and disadvantages of various policies to
promote sales of insurance policies.
. Call on policyholders to deliver and explain policy, to analyze
insurance program and suggest any addition or changes, or to change
beneficiaries.
Amica Insurance Co Lincoln, RI
LIFE AND HEALTH INSURANCE AGENT SEPTEMBER, 1999 TO MARCH, 2003
. Confer with clients throughout the United States to obtain information
to begin a new policy or upgrade an existing policy.
. Contact underwriting and submit forms to obtain conditional receipt
and any necessary documentation.
. Providing the highest level of customer service and problem resolution
to all associates, managers and customer base.
. Taking ownership of the process from start to finish, providing world
class service.
. Work well together as a team member as well as independently.
EDUCATION
RHODE ISLAND COLLEGE, Providence, Rhode Island
Bachelors of Arts Degree, Psychology, June, 1997
SKILLS Internet; social websites, proficient in agency
management
Microsoft Office Word 2007
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