Insurance Agent Life

Paula Sigourney

Insurance Agent P&C

***************@*****.*** • 850-***-****

LinkedIn • Pensacola, FL 32526

Dedicated and results-driven insurance professional with 15+ years of insurance experience, specializing in strategic client solutions and risk management. Skilled in conducting financial reviews, identifying coverage gaps, and recommending precise insurance products that align with individual client objectives. Adept at navigating complex enrollment processes and utilizing both virtual and in-person platforms to deliver comprehensive insurance guidance. Committed to building trusting, transparent relationships while delivering optimal outcomes for every unique situation.

Areas of Expertise

Insurance Policy Development

Policy Lifecycle Management

Financial Planning & Analysis

Client Relationship Management

Health & Life Insurance Knowledge

Customer Needs Analysis

Market Trend Analysis

Underwriting Coordination

Risk Assessment

Career Experience

Zillion Technologies/Assurant Call Center/Geico Renters Insurance

Insurance Agent

June 2024 — November 2024

Processed customer inquiries and requests regarding policy coverage, claims procedures, and premium payment options through inbound call center system. Updated and maintained policyholder information in company database systems by performing policy changes, coverage modifications, and billing adjustments. Guided customers through claims submission processes while verifying coverage details and explaining deductibles, exclusions, and next steps in the claim’s procedure.

Exceeded quarterly sales targets by 27% through effective needs assessment and cross-selling of supplemental coverage options, resulting in $450K+ in additional premium revenue.

Handled 50+ daily customer inquiries regarding policy coverage, claims processing, and premium payments while maintaining an average call resolution time of under 8 minutes and achieving 95% first-call resolution rate.

Our Infinite Company, Pensacola, FL

Financial Advisor and Life Insurance Agent

July 2023 — June 2024

Advised educators on pension planning and retirement strategies, educating each client on respective financial options to secure long-term stability. Facilitated life insurance consultations via Zoom, providing tailored solutions to meet clients' individual needs and financial goals. Conducted financial reviews to assess clients' current plans, identify gaps, and recommend appropriate insurance and investment products.

Increased client portfolio by 25% within 12 months through pension planning and tailored life insurance solutions.

Boosted business volume by upselling policy coverage, leveraging market insights to remain competitive and agile in changing customer and market conditions.

Symmetry Financial, Pensacola, FL

Life Insurance Agent

April 2015 — June 2023

Provided ongoing support throughout the policy lifecycle, including policy reviews, updates, and addressing client inquiries. Assessed client needs to recommend tailored life insurance policies in line with financial goals and family protection needs. Collaborated with underwriters to facilitate accurate risk assessment, pricing, and seamless policy issuance for clients.

Cultivated long-term client relationships by strategically pairing diverse demographics with insurance plans tailored to client’s financial and lifestyle needs, enhancing customer satisfaction and retention.

Secured $3M+ in life insurance coverage for clients, ensuring financial protection for families and asset security.

Synergy Call Life and Health Insurance Center

Life and Health Insurance Agent

January 2012 — March 2015

Managed the enrollment process by completing necessary paperwork, ensuring accuracy, and maintaining up-to-date client records. Educated clients on policy options, terms, and benefits to help them make informed decisions about their financial and health security.

Improved operational efficiency by maintaining clean, organized workspaces, leading to higher productivity.

Enrolled 100+ clients in life and health insurance plans, contributing to a measurable increase in company revenue.

Additional Experience: Licensed Insurance Agent, Eddie Zarahn Agency Licensed Insurance Agent, Insurance Mart of Pensacola

Licenses & Certifications

Property & Casualty (P&C) License in All 50 States

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