Insurance Agent

Insurance agent with * years of experience selling personal lines coverage and 1 year of experience selling life insurance. I worked for 3 independent agencies each offering me different areas of growth as an agent. Life, Accident and Health license is in progress. I have 4 years cumulative experience in customer service.

Work Experience

Customer Service Representative

State Farm – Newbury Park

04/22 – 05/22

Follow up on voicemails from existing and potential clients

Service and cross sell existing book of business

Answer client inquiries and de-escalate situations

Administrative duties such as filing, faxing, data entry, email follow-up, voicemail messages relay and response

Customer Service and Sales Representative

Farmers - Oxnard

06/21 – 04/22

Prepared and presented products for clients

Corresponded with lenders to meet deadlines for insurance needs

Serviced and updated insurance products

Policy Reviews to ensure client had all assets protected

Email correspondence and other clerical duties

Customer Service and Sales Representative

GEICO - Oxnard

01/19 – 12/20

Contacted potential customers using online quote leads cross-sold existing customers

Reached agreed upon sales targets by the established deadlines

Resolved customer inquiries and complaints with great customer service

Answered phones and followed - up in a timely manner

Experience with OASIS system

Fast paced environment

Serviced and updated insurance products `

Contact

Oxnard, Ca

(805) 794 – 7701

ad4ff3@r.postjobfree.com

Indeed

LinkedIn

Skills

47 WPM

Customer Service

Personal Lines Insurance

Computer Skills

Upselling

Front Desk

Data Entry

Account Management

Underwriting

Insurance Sales

Bilingual

Word Processing

Education

Pacifica High School - 06/12

Licenses

Personal Lines - 03/19

oLicense #: 0M87007

Contact this candidate