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Customer Service Insurance Agent

Location:
Boca Raton, FL
Posted:
August 21, 2022

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Resume:

JEAN MARIE RENE

Greenacres, FL 561-***-****

**************@*****.***

Summary

Hard working and passionate Insurance Agent with 15 + Years of experience delivering customized insurance policies. Identifies new avenues for business growth and excels in providing quality service.

EDUCATION

KEISER UNIVERSITY Dec. 1999 – Dec. 2003

Bachelor degree of Computer Sciences

EXPERIENCE

THE AUTO CLUB GROUP, Insurance Agent March 2022 Current

. Analyze potential client requirements and prepare comprehensive plans that meet individual insurance needs and financial goals

. Apply organization and time management skills when coordinating and responding to inbound telephone and email inquiries

. Consistently meet and exceed agency goals while maintaining an 90% client satisfaction rate

. Research and stay abreast of current insurance regulations to proactively inform clients of policy and fee updates

. Strategized, developed, and implemented company’s first promotional marketing timeline which increased client base 37% over 4 months

UNITED LYNK, Insurance Agent January 2013- December 2021

Advised current and potential clients on Home, Auto, and life insurance benefits and options designed to provide personal and property protection in unforeseen circumstances

. Maintained an accurate account of client information and enrolled policies in database

. Grew revenue 20% in 4 months by targeting and reaching out to previously unidentified markets

. Pioneered systematic approach to customizing annual reports detailing clients policies and fees to determine how they could achieve the most value for their dollar

COMMON SKILLS

Microsoft Office, Customer Service, Sales, Excel, Inbound and outbound calling, Leadership skills

COMMON CERTIFICATIONS

Insurance License

Property and Casualty License

Life and Health Insurance

Real Estate License



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