Insurance Agent Data Entry
Resume:
KIMBERLEY MCDOWELL
Baytown Texas 77520
Professional Summary
Professional with [5+] years of progressive experience in the field who is highly organized and detail-oriented
Licensed insurance agent with extensive sales, prospecting, and lead generation experience.
Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
Skills
‘© Creative problem solving
© Client retention
Loss prevention
© Data entry
Claims reporting systems
Negotiation proficiency
Business Development
‘Thrives under pressure
Building strong relationships
Client needs analysis,
Business Strategy
‘© Insurance sales strategy
Education
Business Management - Some college (No degree)
Ashworth College - Norcross, GA
Work History
Life Insurance Agent - April, 2021 to Present
Primerica - Fort Worth, TX
‘© Run quotes for qualified customers
‘© enter personal info and Payment credentials
Made changes to both manual and electronic billing procedures
Cold calling
Finance background
Customer needs assessment
Influencing business growth
Complaint handling and resolution
Policy adjustment knowledge
Renewing policies
Data collection
Building relationships
Retirement planning
Life insurance
Natural leader
meetings and reaching out to express the value of the offers by word of mouth
Developed sources for ongoing client referrals within the community and with businesses using zoom and or emails
Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
'* Promoted the company as a superior provider dedicated to the needs and satisfaction of customers.
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