Customer Service Insurance Sales

Morse, LA ***** 337-***-**** ***************@*****.***

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MARELLIA (MILLIE) MARTIN

PROFESSIONAL SUMMARY

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly effective juggler of multiple competing responsibilities simultaneously. Successful and seasoned agent that possess deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills

SKILLS

Life Insurance

Operational Efficiency

Claims Reporting Systems

Lender Relationships

Business Planning

Client Needs Analysis

Email Marketing

Policy Adjustment Knowledge

Consultative Selling Techniques

Revenue Generation

Medicare Compliance

Regulatory Compliance

Final Expense Insurance

Property and Casualty Insurance Sales

Financial Needs Assessment

Health Insurance Sales

Underwriting and Adjustments

Persuasive Negotiations

Policy Writing

Property Examination

Risk Mitigation

Licensing Requirements

Insurance Program Management

Operations Management

Stop-Loss Reporting Tools

Administrative Support

Mortgage Underwriting

Referral Pipeline Maintenance

Client Account Management

Creative Solutions

Cross-Promote Products

Underwriter Collaboration

Insurance Practices

Benefits Explanations

Claims Information Gathering

Manage Renewals

Oral and Writing Communication

Credit History Analysis

Policy Feature Explanation

Premium Calculations

Sell Policies

Insurance Claim Regulations

Upselling

Cross-Promote Products

Underwriter Collaboration

Insurance Practices

Benefits Explanations

Claims Information Gathering

Manage Renewals

Oral and Writing Communication

Credit History Analysis

Policy Feature Explanations

Requirements Reviews

Premium Calculations

Sell Policies

Insurance Claim Regulations

Upselling

WORK HISTORY

INSURANCE AGENT 10/2018 to 08/2023

Farm Bureau Insurance, Crowley, LA

Followed up on customers' inquiries to assess satisfaction with provided solutions.

Handled and promptly resolved customer complaints to maintain professional relationships and loyalty.

Advised customers about new products and assisted customers in determining best insurance product for their needs.

Maintained comprehensive product and service knowledge for accurate, informative customer advice.

Called prospective clients in market area to explain products offered and qualify leads.

Presented feedback to management on customer service trends and improvement areas.

Fostered relationships with industry professionals for future connections.

Built relationships with clients using active listening and issue resolution to provide excellent service.

Cross-sold insurance products to existing clients to reach sales targets.

Determined client needs and financial situations by listening and scheduling fact-finding appointments.

Monitored changes in insurance industry to stay compliant with relevant laws and regulations.

Obtained underwriting approval by completing application for coverage.

Approached potential clients by using direct marketing mailings and phone contacts.

Identified potential risks in client businesses and recommended appropriate insurance coverage.

Educated clients on insurance policies and procedures.

Created detailed reports for management to track performance and sales.

Developed and implemented marketing strategies to boost sales and increase customer base.

Conducted annual reviews of existing policies to update information.

Created sources for continuous client referrals within community and with businesses using extensive networking skills.

Managed over 50 clients per day.

CUSTOMER SERVICE REPRESENTATIVE SPECIALIST 10/2008 to 10/2018

State Farm Insurance, Crowley, LA

Offered advice and assistance to customers, paying attention to special needs or wants.

Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

Updated account information to maintain customer records.

Actively listened to customers, handled concerns quickly and escalated major issues to supervisor

Answered constant flow of customer calls with minimal wait times.

Participated in team meetings and training sessions to stay informed about product updates and changes.

Processed customer service orders promptly to increase customer satisfaction.

Tracked customer service cases and updated service software with customer information.

Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.

Responded proactively and positively to rapid change.

Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.

Trained staff on operating procedures and company services.

EDUCATION

Acadia Community College, Crowley, LA

Accounting, 12/1998

Acadia Community College, Crowley, LA

Office Systems, 12/1998

CERTIFICATIONS

Property/Casualty License - 2006

Certified Loan Officer, Farm Bureau Insurance and State Farm Insurance - 2008/2018

Microsoft Office, State Farm - 2008

Dale Carnegie Certified - 2010

Cold Calling Training - 2010

Life/Health License - 2008

Life Sales training, Farm Bureau - 2018

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