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Customer Service Insurance

Location:
Grand Rapids, MI
Posted:
June 13, 2017

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Resume:

DALE TRIPLETT

P.O. Box ***, Ada, MI ***** Telephone: 616-***-****

Email: ac0t2x@r.postjobfree.com

EXPERIE CE:

Sept. 2016 – Present: WESTERN & SOUTHERN FINANCIAL GROUP Financial Representative/Licensed Agent

Customer Calls, Appointments, & Rating. Sales of Life Insurance, Annuities, Critical Illness & Accident Insurance. April 2016 – Sept. 2016 CITY OF GRAND RAPIDS MUNICIPAL GOLF COURSE Starter Ranger

Responsible for making sure the golf course runs smoothly between the clubhouse and golfers on site at Indian Trails City Golf Course.

Feb. 2015 – Jan 2016: STATE FARM INSURANCE

Customer Service Representative

Outbound calls are made to past clients for updated information and re-quoting purposes. Follow up from other lead sources are also made by calling for additional product inquiries and relationship building, to encourage quotes for their insurance needs.

Nov. 2014 – Feb. 2015: AMERICAN INCOME LIFE

Customer Service and Business Recruiting

Calls were made to potential agents to invite them to join this company for interviews and agent training. Oct. 2012 – Feb. 2013: CASTLE INSPECTION SERVICES

Independent Home Inspector

Exterior and interior home inspections for various insurance companies and vendors have been the main focus with this position. Customer and company communications and appointment scheduling are a part of the survey process. Nov. 2011 – Sept. 2012: BATHFITTERS/OHIO BATH SOLUTIONS (Grand Rapids, MI) Marketing Representative

Outside event promotions, marketing, and customer development. Sept. 2010 – Oct. 2011: GLOBAL VACATION NETWORK (Grand Rapids, MI) Sales Representative; Marketing Presentation Speaker Customer sales and service presentations are the primary focus in this position. I have developed and edited marketing materials, enhanced group presentations, and creatively customized travel memberships for successful client sales. April 2010 – Oct. 2010: JMI REPORTS and MILLENNIUM INFORMATION SERVICES (Itasca, IL) Independent Home Inspection Contractor

I have done exterior home inspections that are assigned to my area from various local insurance companies. There are also internal surveys that I routinely complete for heating, electrical, plumbing and woodstove information, when updates are requested by the carriers. The internal surveys require customer appointment scheduling and communication.

April 1992 – April 2010: SPEERSTRA INSURANCE AGENCY (AKA REGAL INSURANCE) (Lowell, MI) Agent; Registered Investment Representative; Director of Sales and Marketing In this position, I have operated and managed the Lowell insurance office. My duties have included directing and managing the daily business operations and the activities of several employees on staff. This position has also involved assisting customers and investors to determine their personal, family and business insurance needs. My responsibilities have involved marketing, sales, problem solving, and general management assistance to plan, budget and track our growth and marketing needs. EDUCATIO : VARIOUS MA AGEME T A D I SURA CE COURSES MICHIGA STATE U IVERSITY COMPLETED I SURA CE PROGRAM



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