Customer Service Insurance Agent
Resume:
Monica Powell
Newton, IA *****
**************@*****.***
Highly motivated professional with excellent computer and administrative skills is seeking a Licensed Property and Casualty Insurance Agent Position.
Property and Casualty License 2023
Certified Nursing Assistant 2003
DMACC Newton, Iowa
PROFESSIONAL EXPERIENCE
Licensed Insurance Broker
05/2023-01/2025
American Family Insurance
Generated new business by prospecting and cold calling potential clients, resulting in an increase in policy sales
o Provided personalized
insurance solutions to clients based on their specific needs and risk profiles
o Maintained a high level of customer satisfaction by promptly addressing client inquiries, resolving issues, and providing exceptional service
o Developed and maintained strong relationships with clients to foster trust and loyalty
o Conducted thorough policy reviews for existing clients to identify coverage gaps and recommend appropriate adjustments or additional policies
o Collaborated with underwriters to negotiate favorable terms for clients' insurance policies
o Stayed up-to-date with industry trends, regulations, and changes in insurance products to effectively advise clients on the best coverage options available
o Assisted clients with claims processing by gathering necessary information/documentation and liaising between them and the insurance company for timely resolution
o Educated clients about differenttypes of property & casualty insurance coverage options available including homeowners insurance, auto insurance, liability insurance etc
o Analyzed market conditions to identify opportunities for cross-selling or upselling additional policies/ products to existing customers
o Achieved monthly sales targets consistently by implementing effective sales strategies and techniques
Office Manager/Title Clerk 02/2017-01/2023
Hawkeye Car Credit
Answer Inbound Calls
Perform Outbound Calls
Greeted clients
Processed payments
Performed bank deposits
Transfer titles/plates
Check Insurance Validity
Process Buy-Ins of Auction/Trade-In Vehicles
Cleaned office and restrooms
General Filing
Light Bookkeeping
Performed Collections
Processed Repossessions
Scheduled Appointments for Vehicle Inspections and Repairs
Performed Sales as needed
Buy Here Pay Here Training and Certification
MSP Payment Processing
Detailing Cars
Receptionist 09/2016-02/2017
Impact Community Action Partnership
Answer Inbound calls
Perform Outbound calls
Greeted clients and walk ins
Appointment Setting
Previewed applications for completion
NIFCAP computer system for client information
Data entry
Provide personal needs assistance
Clean lobby and restroom areas
Resource Navigtion
Fundraise for Toys For Tots
Dispersed the Toys For Tots Donations to the needy families
Customer Service 05/2015-01/2016
Allco Mfg. Newton, Iowa
Answer inbound calls
Check Voice Mail/Return Customer Calls
Assist customers with tracking information, order status, etc.
Answer customer support tickets
Take customer orders via telephone
Accept customer’s payments
Cashier/Customer Service
Hy-Vee Newton, IA 05/2014-05/2015
Operate cash register, make change as required, reconcile and verify cash refunds, lottery, check verification
Inventory and stock store efficiently
End of shift reconciliation, lottery count, close out register, cash drops.
Assist customers as needed
Technical Support /Customer Service 07/14/2012-12/2012
Caleris Newton, Iowa
Answer in bound calls
Accept payments: problem solve billing issues
Trouble shoot technical difficulties pertaining to internet and phone
Place out bound calls to follow up with customers to make sure services are up and running
Customer Relations 03/2012-08/2012
Bass Pro Shops Altoona, Iowa
Basic customer service and product knowledge
Excellent math skills; operate cash register, make change as required,reconcile and verify cash funds
Navigate in-store phone system
Cashier 04/2009-04/2012
Git n Go, Newton, Iowa
Answer in bound calls
Operate cash register, make change as required, reconcile and verify cash refunds, lottery, check verification.
Inventory and stock store efficiently
End of shift reconciliation, lottery count, close out register, cash drops.
Assist in training new employees
In-home Daycare 04/2007-04/2009
Monica’s Daycare Newton, Iowa
Provided nutritious meals and snacks
Provided age appropriate education and entertainment
CNA 09/2003-10/2007
Park Centre
Provided personal care to the elderly individual
Completed various tasks including cleaning, feeding, bathing, dressing and others
Document patients medical records daily
Monitored patients vital signs
Assist nurses as needed
COMPUTER SKILLS
Microsoft: Word, Excel, PowerPoint
Windows: XP, Vista, 7, 8, and 8.1
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