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Customer Service Insurance Agent

United States
August 13, 2012

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Rita DiSalvo

**** ***** ****, **

Fort Myers, FL 33908





Highly motivated and energetic professional with an extensive, diversified background in sales, customer service, administrative work and marketing. Knowledge of insurance and financial services industry as well as experience in training and management.



Familiar with various computer programs, including Microsoft Office; Word, Excel, Access, & Power Point. AS 400, WebFEP, ADP timekeeping system, Outlook email, Client Data System, other E-mail, Now, Lotus, Act and Internet. Working knowledge of business machines, i.e. fax, copier, printer, scanner, multi-line phones, typewriter (80wpm), telex and microfilm. Experienced with use of pager, cell phone, and digital camera.



Direct General Auto Insurance, Fort Myers, FL 06/13/2011 – 06/26/2012

• Insurance Agent - Marketing and Sales of Auto Insurance

• Growth and Development of Company Accounts

• Operated and managed six different offices in the Southwest Florida District

• Met with clients, analyze needs, presentation & binding of auto insurance policies

• Marketing business to business, customer service, including quotes, endorsements, policy inquiries, problem solving, office accounting and record keeping functions

Self-Employed Insurance Agent, Fort Myers, FL 2007 - 06/2011

• Developed client base from mail campaigns and cold calling

• Implemented insurance products that assisted clients in reaching desired financial goals

and objectives

• Provided financial evaluations. Drafted client forms & contracts

Larson Directories, Inc., Cape Coral, FL 2004 - 2007

Advertising Account Executive and Territory Manager

Increased sales volume by providing outstanding customer service, and maintaining excellent business relationships with existing customers; excellent retention record

Provided clients with product options and pricing. Designed custom yellow page advertising programs for local business clients. Handled billing and collections

American General Insurance Co., Fort Myers, FL 2001 - 2004

Insurance Agent - Financial Services Representative

Scheduled appointments for policy reviews and in-home consultations. Handled collections

Analyzed client needs, prepared and executed sales presentations, and contracts



• Edison State College, Fort Myers, Florida - Computers

Florida Insurance & Investment Licenses – P&C 440, Health, Life & Annuity, Series 6,

Fort Myers, FL

Ocean County College, Toms River, NJ – Business,

N.Y.U., New York, NYC – Real Estate

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