Insurance Agent Customer Service
Resume:
Mrs. Robin P. Evans
Financial Professional
Licensed Insurance Agent
Charlotte, NC 28269
*****.*****@*****.***
She is a focus-driven professional, yet compassionate. A humble, ginuwine, level-headed individual. Friendly with esteemed core values for being trustworthy and faithful. Works exceptionally well with others and has the ability to lead, assist with leadership, as well as follow. Experience with Life & Health Insurance Products, Sales & Management. Proficient clerical skills, with knowledge of maintaining bookkeeping records and or files. PC skills and knowledge. She is a very fast, enthusiastic learner. Experienced in handling high-volume customer needs, quickly assessing customer concerns, and offering effective recommendations and solutions. A dedicated person who is passionate about helping others live fulfilling lives. Effective in providing personal assistance and care also to those managing various health-related conditions. Experience in managing finances, medications, appointments, people, and social events. A great confidant. Exceptional relationship-building abilities. Multi-talented with experience in various areas of life skills. Great organizer and maintainer of set order. Client-focused and proudly offering over 30 years of delivering positive and memorable customer service experiences to people from all walks of life. Energetic with a positive spirit and passionate about life and beauty. An avid listener yet truthful advisor. Intentional, capable, skilled, determined and precise with all that she puts her hands to do. Proven ability to succeed while also aiding in the success of others. Considered to be a valuable asset when given the right opportunity. SKILLS
Administrative support
Strong interpersonal skills
Resolving errors
Public relations
Marketing tactics
Record-keeper and bookkeeping
Customer relations
Appointment scheduling
Calm and level-headed under duress
Time Management & Leadership Skills
Licensed Life/Health Insurance NC, SC
Client-focused
Quick learner
Excellent communication
Budgeting expertise
Conflict resolution
Confident public speaker
Fundraising and major donor
development
Enthusiastic caregiver
EXPERIENCE
TTEC Corporation
Concord NC
COI Licensing Facilitator
June 2023 - Present
● Facilitator and mentor for new hires aspiring to obtain a Health, Medicare, or Personal Lines Insurance License On Site and Virtual on site or at home positions via Zoom
● Assist students with all onboarding procedures and proper system knowledge
● Handle and assist with proper timekeeping process for accurate payroll procedures
New York Life Insurance Company
Charlotte NC
Financial Professional /Licensed Agent
Independent Contractor
June 2022 - January 2024
● Life Insurance, Annuities, Long Term Care, and Disability Income Insurance Sales.
● Customer Service to new clients as well as existing policy owners
● Business Solutions and Employee Insurance Benefits American Income Life Insurance Company
Welch Agency Charlotte NC
Executive General Agent / Independent Contractor
January 2020 - August 2022
● Life Insurance Sales and Benefits Consultant for Unions, Credit Unions, and Trade Associations as well as existing policy owners
● Promoted to Supervising Agent within first 90 days and again to Executive General Agent the following month
● Recruiting, Management, and Training of New Agents
● Top Producer Of The Year Welch Agency 2021
Private Duty In-Home Caregiver- Ms, Della Sealy
Waltonwood Senior Living, Waverly
February 2017 - March 2020
● Organized personal and professional calendars, providing reminders of upcoming appointments, meetings, and events.
● Kept detailed records of patient care, progress, medication administration, and changes in health or any other conditions.
● Cleaned and Sanitized house and living spaces, ran errands, and prepared meals for patients daily.
● Assisted patients with day-to-day tasks, closely monitoring conditions for health and safety.
Divine Inspiration Ministries Inc, Charlotte, NC
Executive Director of Nonprofit Org.
February 2012 - March 2018
● Collaborated with organized leadership, including the board of directors, to strategically affect the direction of operations.
● Built a tenured team with a performance that aligned with the ministry’s visions, goals and values.
● Set community goals, providing leadership and vision with pathways for goal achievement.
● Planned and implemented strategies to increase funding through events, donations and approaches.
● Cultivated a positive image across Charlotte and surrounding areas by developing partnerships with other ministries, media, business, and community groups.
Heavenly Hands Beauty Salon - Charlotte NC
Salon Owner-Licensed Cosmetologist/Stylist
January 1991 - March 2018
● Maintained relationships with long-term clients while handling walk-in appointments daily.
● Shampooed, conditioned, cut, and styled hair daily for clients and maintained excellent level of customer satisfaction.
● Increased sales by providing exceptional service and maintaining a positive and energetic attitude and atmosphere.
● Scheduled daily client appointments with necessary details including particular preferences and special needs.
● Handled cash and credit card payments daily with 100% accuracy.
● Kept basic bookkeeping in order such as maintaining clients' records, while also maintaining the average day-to-day duties and responsibilities of a successful Salon Owner.
EDUCATION
Pearson Vue, Charlotte NC - Pre Licensing NC Personal Lines Insurance October 2023
Passed NC State Personal Lines Insurance Exam October 2023 Licensed Insurance Agent Credentials NC & SC /All US States via TTEC Pearson Vue, Charlotte NC - Pre Licensing Life and Health Insurance August 2019 - October 2019
Passed NC State Life & Health Insurance Exam January 2020 Licensed Insurance Agent Credentials NC & SC
Carolina Beauty Systems, Monroe NC- Cosmetology
March 1990 - January 1991
Passed NC State Board of Cosmetic Arts Exam w/ a score of 99 January 1991 AWARDS
Recognition NumerousAwards For Outstanding Performance & Top Producers Of The Company
American Income Life Insurance Company
Welch Agency Top Producer March Madness Winner
2 Consecutive Years 2020 & 2021
Welch Agency Top Producer March - June, August, September 2020 Welch Agency Producer Of The Year 2021
AIL Welch Agency Charlotte NC
REFERENCES
Mr. Jeremy Welch /Former Employer - 3 years
Ms. Karen Milton/Business Associate - 10 years
Dr. Cassandra Smith McCord/ Friend - 25 years
Ms. Annette Harris/Client & Friend - 35 years
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