Customer Service Sales

DEBORAH PLATTEN

**** * **** ******, *-*, Tacoma, WA 98444

Cell: 253-***-**** - acqcc5@r.postjobfree.com

PROFESSIONAL SUMMARY

Service-oriented Managing Agent who delivers high quality customer service by

accurately assessing client needs and recommending the most useful policies and

products.

Licensed insurance professional with extensive experience in sales, prospecting and lead

generation. Seeks a position offering new challenges and opportunities for career growth

and advancement. Persuasive Insurance Broker bringing more than16 years of business

sales and life and health insurance experience. Motivated sales professional driven to

exceed company goals. Personable Insurance Broker motivated to build customer base by

following up on all warm and cold leads. Possesses exceptional team building and

communication skills. Licensed Insurance Broker knowledgeable about emerging

coverage competency, exclusions and endorsed enhancements. Highly-motivated

Insurance Agent trained in financial accounting and cost estimation. Consistently

increases sales and expands client base through targeted marketing, lead development and

in-depth knowledge of market trends.

SKILLS

Property insurance

Underwriting knowledge

Top-rated sales performance

Results-oriented

Policy coverage expert

Proactive team player

Sales force knowledge

MS Office

Analytical

Personable

Computer-savvy

Prospecting

Driven

Account reconciliation

Exceptional organization

Ethical approach

Advanced computer proficiency (both

PC and Mac)

Strong in MS Access and Excel

Superior attention to detail

WORK HISTORY

06/1998 to 09/2014Agency Managing General Agent

Triad Financial Services, Inc – 4336 Pablo Oaks Ct Jacksonville, FL 32224

Identified and solicited sales prospects in agency databases.

Modeled exceptional customer service skills and appropriate diagnostic sales

techniques.

Finalized sales and collected necessary deposits.

Collected all premiums on or before effective date of coverage.

Negotiated new and renewal production goals with business development

manager.

Contributed ideas and offered constructive feedback at weekly sales and training

meetings.

Calculated quotes and educated potential clients on insurance options.

Evaluated the accuracy and quality of data entered into the agency management

system.

Followed up with customers on unresolved issues.

Conducted annual reviews of existing policies to update information.

Implemented improvements in manual and electronic billing procedures.

Tracked the progress of all outstanding insurance claims.

Collected, analyzed and validated all agency commissions.

Analyzed sales volume, retention and loss ratio trends to identify areas for

improvement.

EDUCATION

1998 2-20: Insurance Agent

Florida Community College Jacksonville - Jacksonville, FL

CERTIFICATIONS

CPIA designation

AMS360 managing

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