Tracy Chapman
Virginia Beach
Summary
Dynamic insurance agent with a proven track record at Choice Insurance Agency, excelling in client needs analysis and policy writing. Adept at cross-selling insurance products, I consistently exceeded sales targets while fostering strong client relationships through exceptional customer service and active listening. Licensed professional committed to delivering tailored insurance solutions.
Overview
21
21
years of professional experience
Work History
Insurance Agent
Choice Insurance Agency
08.2018 - 08.2025
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Cross-sold insurance products to existing clients to reach sales targets.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
Insurance Agent
Bayside Insurance Agency
01.2013 - 08.2018
- Utilized CRM software to manage client relationships.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Monitored customer feedback and identified areas of improvement.
- Negotiated contracts and terms of sale with potential customers.
- Conducted annual reviews of existing policies to update information.
- Generated leads through cold-calling, networking and other outreach methods.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
Insurance Agent
GEICO
01.2012 - 01.2013
- Responded to customer calls swiftly to resolve issues and answer questions.
- Utilized CRM software to manage client relationships.
- Cross-sold insurance products to existing clients to reach sales targets.
- Monitored customer feedback and identified areas of improvement.
- Collected premiums on or before effective date of coverage.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
Data Integrity Specialist
ValueOptions
01.2005 - 01.2013
- Collaborated with business analysts and software development team to identify and convert business goals into data requirements.
- Determined root cause of data quality errors and recommended long-term solutions.
- Developed and executed data cleanup measures.
- Evaluated large datasets for quality and accuracy.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Self-motivated, with a strong sense of personal responsibility.
- Exercised leadership capabilities by successfully motivating and inspiring others.
Education
Bachelor of Science - Sociology
Old Dominion University
Norfolk05-2003
Skills
- Customer follow-up
- Client assessment
- Policy writing
- Operations management
- Client needs analysis
- Client account management
- Cold calling
- Policy adjustment
- Insurance product promotion
- Prospective client identification
- Policy renewals
- Quotes and sales
- Claims reporting systems
- Customer service
- Auto insurance
- Insurance program management
- Property insurance
- Licensed insurance agent
- Client retention
- Account management
Timeline
Insurance Agent
Choice Insurance Agency
08.2018 - 08.2025
Insurance Agent
Bayside Insurance Agency
01.2013 - 08.2018
Insurance Agent
GEICO
01.2012 - 01.2013
Data Integrity Specialist
ValueOptions
01.2005 - 01.2013
Bachelor of Science - Sociology
Old Dominion University
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