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Insurance Agent Customer Relations

Location:
Dallas, TX
Salary:
18.50
Posted:
March 13, 2024

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Resume:

NATASHA

SIMMONS

469-***-****

ad4bcn@r.postjobfree.com

Dallas, TX 75216

CONTACT

SKILLS

• Business Planning

• Promotions and Marketing Strategies

• Vision and Dental Insurance

• Agent Support

• Policy Adjustment Knowledge

Highly motivated professional with experience in providing insurance solutions to individuals and businesses. Expertise in evaluating customer needs and developing customized plans based on those needs.effectively manage customer relations. Demonstrated success in acquiring new clients and increasing retention of existing clients. PROFESSIONAL SUMMARY

Insurance Agent

Trazact Insurance solution, Richardson, TX

Scheduling Coordinator

Matrix Medical Network, Phoenix, Arizona

Appointment Scheduler

Baylor Scott & White, Dallas, TX

EXPERIENCE

July 2023 - December 2023

Demonstrated excellent communication skills when discussing insurance policies with customers to ensure they were fully informed of their coverage options.

Used company software to analyze customer coverage needs, write quotes, and issue policies.

• Built and maintained relationships with clients to support January 2022 - April 2023

Developed scheduling protocols to improve efficiency and accuracy of scheduling process.

• Ensured compliance with all policies and procedures related to scheduling.

• Confirmed and scheduled appointment dates and times with physicians' offices. August 2021 - August 2022

Successfully scheduled appointments, ensuring all details were documented accurately and efficiently.

Maintained a high level of professionalism when interacting with clients over the phone or via email.

Did by others to check for correct spelling and grammar, ensure that company

• format policies were followed and recommend revisions. CERTIFICATIONS

• National producer



Contact this candidate