Customer Service Insurance

Professional Summary

Skills

Work History

Education

Certifications

C G

**** ********** **., *******, ** 46368 • Cell: 219-***-**** • ***********@*****.*** Service-oriented Agent who delivers high quality customer service by accurately assessing client needs and recommending the most useful policies and products. Warm and cold leads development

Policy coverage expert

Personable

Life and health insurance products

Prospecting

Driven

Insurance Agent, 01/2016 to Current

Poe & Associates Insurance – 3190 Willowcreek Rd. Suite A Portage, IN 46368 Evaluated leads obtained through direct referrals, lead databases and cold calling. Met with existing and prospective clients each week to select appropriate insurance policies. Finalized sales and collected necessary deposits.

Collected all premiums on or before effective date of coverage. Calculated quotes and educated potential clients on insurance options. Met with prospective customers and business owners in their homes, businesses and other settings. Followed up with customers on unresolved issues.

Insurance Agent, 09/2015 to 12/2015

Equis Financial

Calculated quotes and educated potential clients on insurance options. Finalized sales and collected necessary deposits.

Evaluated leads obtained through direct referrals, lead databases and cold calling. Operator, 08/1995 to 06/2015

H.A. Industries – 4527 Columbia Ave. Hammond, IN 46327 Ran overhead crane and forklift to move steel.

Loaded and unloaded material.

Ran saw for precision cutting of material.

Worked as a Lab Technician testing steel structure and maintaining quality control High School Diploma: 1993

Edison Sr. High School - 3304 Parkside Ave. Lake Station, IN 46405 Licensed in Life and Health Insurance

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