Customer Service Insurance

STEPHANIE L. M. GILBERT

**** *. **** ***** *******, AZ 85014 720-***-**** **************@*****.***

P R O FE S S I O N AL P R OF I L E

Commercial Lines Producer/Customer Service Representative

Licensed insurance producer with strengths in building customer relationships, coupled with extensive knowledge on the

insurance markets and regulations. Proficient in all phases of organizing and prioritizing projects, meeting deadlines, and

exceeding expectations of both the client and management:

Excellent customer service skills Proficient in the quoting software of 30+ carriers

Team building & management Trained to properly complete Acord forms

Superior analytical skills to design cost-efficient Consistent research of current markets for diverse

and customized insurance strategies commercial risks and the corresponding products

Highly successful customer retention Strongly detail-oriented

Strong interpersonal rapport Communications liaison, and problem solver

P R O FE S S I O N AL E XPE RI E N CE

Commercial Insurance Producer, 10/2008 – Current IDEAL INSURANCE AGENCY– Glendale, AZ

Prospected and built a leads list in excess of 400 expiration dates

Established marketing strategies to generate more new business and preserve current clientele

Acquired the understanding of seven (7) additional commercial insurance markets

Acquired Arizona State Life & Health Producer License

BROOKE INSURANCE SERVICES – Glendale, AZ

Commercial Lines Producer and CSR, 4/2006-10/2008

Responsible for Commercial Lines Department; trained new associates in commercial account servicing and quoting

Developed a renewal program that rounded out accounts and increased client retention by 10%

91% of new business sourced from customer referrals due to superior customer service

Taught internal education classes for personal lines associates

UNITED PARCEL SERVICE– Phoenix, AZ

Package Handler, 11/2004-11/2006

Maintained a 100% Accuracy Assessment for sorting and handling of customers’ packages

Improved customer handling techniques

DIALAMERICA TELEMARKETING– Phoenix, AZ

Telemarketer, 1/2005-5/2005

Developed powerful telephone skills to establish immediate trust and confidence

Teamed with colleagues in closing techniques to meet sales quotas

Customized quick-witted rebuttals that lead to “Top Sales” recognition by management

E D U CAT I O N & I N T E R E S T S

High School Diploma: International Baccalaureate

George Washington High School 2001-2004

AZ Property & Casualty and Life, Health & Accident Producer Licenses 863666

Ford Schools 2006, 2009

AZ Property Liability Seminar; Continued Education

Brian D. Degraw, RPLU, United States Liability Insurance Co.

Greater Phoenix Chamber of Commerce- Biltmore Leads Group; Current Facilitator

Other Interests: Travel, Music Composition, Networking

References available upon request. Page 1 of 1

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