Customer Service Insurance Agent
Resume:
jude jean
Goal-oriented Life & health and property &casualty Insurance Agent always looking for
ways to better serve customers and boost revenue. Delivers above-average returns with proactive approach and tenacious sales mindset. Highly knowledgeable about available policies and market trends. Licensed in 19 state NPN#20447521 Remote
**********@*****.***
Personable Insurance Agent driven to assist clients in protecting assets and mitigating risks. Thorough understanding of diverse insurance products and accepted applications. Reviews client needs and drafts policies to meet financial and lifestyle preferences. Dedicated professional with demonstrated strengths in customer service, time management and trend tracking. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals. Authorized to work in the US for any employer
Work Experience
Life and Health Insurance Agent
American Health Marketplace - Remote
March 2019 to January 2023
• Sold during ACA Open Enrollment Period through
• Provides service to clients’ changing insurance needs by selling life, health, and disability insurance.
• Establishes productive working relationships with clients.
• Develops base for long-term sources of clients.
• Compiles lists of prospects.
• Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
• Ascertains clients’ long-term goals.
• Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
• Communicates with adjusters.
• Obtains underwriting approval by completing application for coverage.
• Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs.
• Provides continuing service by providing direct deposit forms, processing changes in beneficiary, and analyzing policy loan applications.
• Provides death benefits by delivering policy proceeds and reassessing client needs.
• Updates job knowledge by participating in educational opportunities, maintaining personal networks, and participating in professional organizations.
• Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments. Property and Casualty Insurance Agent
D&W Allstate - Remote
September 2013 to April 2019
1. Providing empathetic, complete, concise, and appropriate insurance quotes and education to clients while representing multiple insurance companies.
2. Identifying the client's needs to provide referrals and/or recommendations to assist in short and long term options.
3. Communicating clearly and honestly with clients in a compassionate and non-judgmental manner. 4. Educating new employees to develop skills with system use, collections of premiums and quotes. 5. Manager of the quoting department which is responsible for quoting guidelines for all satellite offices. 6. Quoting new and renewal policies for auto, homeowner, commercial auto, motorcycle, and recreational vehicle policies.
7. Processed and prepared appropriate documentation for new applications, payments and policy changes for insured's needs.
8. Preparing appropriate documentation in a timely manner and in accordance with agency guidelines and state laws.
9. Collaborating with team members to ensure quality and comprehensive service and issues are fully resolved.
Education
High school diploma or equivalent BA in finance, business, economics, or a related field is preferred by many employers State license Continuing education credits
May 2011
Skills
• Outbound Sales
• Accounting Software
• Telecommunication
• Cold Calling
• Accounting
• Financial Services
• Multilingual
Languages
• English and Haitian creole - Fluent
Certifications and Licenses
215 license agents and 220 license agents
Assessments
Customer Service Fit — Familiar
March 2020
Measures the traits that are important for high-quality customer service. Full results: Familiar
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
Additional Information
License: property and casualty and life and health agent Skills
Customer and Personal Service Complex Problem Solving Social Perceptiveness Time Management
Clerical Active
Learning
English Language 3 Sales and Marketing
Service Orientation Sales and Marketing
Speaking
Negotiation
Active Listening Instructing
Administration and Management of Personnel Resources Coordination Personnel and Human
Resources
Computers and Electronics Learning Strategies
Mathematics Economics and Accounting
Reading Comprehension Systems Evaluation
Judgment and Decision-Making Communications and Media Monitoring Education and Training
Persuasion Telecommunications
Critical Thinking Geography
Writing Foreign
Language
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