Insurance Solutions Specialist (Part-Time)

Suzanna Olton

Customer Service

626-***-**** *************@*****.*** Rancho Cucamonga, CA 91737

PROFESSIONAL SUMMARY

Highly motivated professional with experience in providing insurance solutions to individuals and businesses. Expertise in evaluating customer needs and developing customized plans based on those needs. Proficient in utilizing innovative technologies to effectively manage customer relations. Demonstrated success in acquiring new clients and increasing retention of existing clients.

SKILLS

Quotes and Sales Life Insurance Insurance Coverage Review Revenue Generation Vision and Dental Insurance Quote Information New Client Acquisition Customer Service and Assistance Insurance Practices Health Insurance Sales Persuasive Negotiations Creative Solutions Oral and Writing Communication Negotiation

EXPERIENCE

INSURANCE AGENT, Columbus, GA

Aflac, December 2012-Present

Demonstrated excellent communication skills when discussing insurance policies with customers to ensure they were fully informed of their coverage and financial options.

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• Used company software to analyze customer coverage needs, write quotes, and issue policies.

• Built and maintained relationships with clients to support product knowledge and satisfaction. INSURANCE AGENT, Sacramento, CA

Covered CA, November 2013-Present

Demonstrated excellent communication skills when discussing insurance policies with customers to ensure they were fully informed of their coverage options.

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• Used company software to analyze customer coverage needs, write quotes, and issue policies.

• Built and maintained relationships with clients to support satisfaction. OFFICE MANAGER, City of Industry, CA

Fed Ex, March 2006-November 2008

Managed day-to-day operations of the office, such as ordering supplies, maintaining equipment and managing calendars.

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• Responded to customer inquiries via phone or email in a professional manner.

• Maintained confidential records relating to personnel matters.

• Assisted in recruiting, onboarding and training new employees.

• Supervised administrative staff, driving front office operations and continuous workflow. EDUCATION

HIGH SCHOOL DIPLOMA, Hacienda Heights

Los Altos High School, June 1972

CERTIFICATIONS

License - Insurance Producer for Accident & Health or Sickness, Life

• • Certification - Certified Benefits Counselor

REFERENCES

References available upon request

AWARDS

• Pinnacle Gold Member for Sales

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