Dynamic Insurance Account Representative with extensive experience at Mary J Hitchcock - State Farm Agent. Expert in policy analysis and relationship building, achieving high customer retention through personalized service. Licensed in VA, MD, DC, and WV, I excel in problem-solving and compliance, ensuring clients maximize their insurance benefits effectively.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Account Representative
Mary J Hitchcock - State Farm Agent
Sterling
12.2012 - Current
Managed client accounts and maintained accurate policy information.
Provided exceptional customer service to resolve insurance inquiries.
Educated clients on coverage options and policy benefits.
Developed strong relationships with clients to enhance retention efforts.
Responded promptly to customer emails and phone calls relating to their policies.
Developed strategies to cross-sell additional products to existing clients.
Resolved billing issues related to policy changes or cancellations.
Gathered information from clients to create customized insurance plans.
Managed multiple accounts simultaneously while meeting deadlines for each one.
Provided quotes on insurance premiums based on customer requirements.
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Achieved repeat business and referrals through personalized services.
Explained complex insurance terms and coverage options to customers.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Advised customers on how best they can utilize their available benefits effectively.
Education
High School Diploma -
Pinkerton Academy
Derry, NH
06-2002
Some College (No Degree) -
Sophia Learning
Online
Skills
Account management
Customer relationship management
Sales strategy development
Client education
Effective communication
Time management
Client needs analysis
Licensing requirements
Policy analysis
Product knowledge
Problem solving
Compliance regulations
Relationship building
Goal-oriented mindset
Analytical skills
Continuous improvement
Billing inquiries
Insurance coverage verification
Customer retention
Certification
Insurance Licenses held in VA, MD, DC and WV for property, casualty, life, health
Insurance Customer Service Representative at Cheryl Ching - State Farm AgentInsurance Customer Service Representative at Cheryl Ching - State Farm Agent