Dynamic insurance professional with extensive experience at Young and Thornton Insurance Agency, excelling in client relations and customer service. Proven ability to cross-sell products and navigate complex claims processes, ensuring compliance with regulations. Skilled in risk management and dedicated to fostering trust through effective communication and ethical practices.
Overview
26
26
years of professional experience
Work History
Insurance Agent
Young and Thornton Insurance Agency
08.2024 - Current
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Insurance Agent
Bockmon Insurance
08.2020 - 08.2024
Cross-sold insurance products to existing clients to reach sales targets.
Prepared and reviewed insurance applications to verify compliance with regulations.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
Insurance Agent
Reliable Life Insurance
10.2012 - 08.2020
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Risk Manager
Southern Refrigerated Transport Inc.
08.1999 - 08.2012
Conducted thorough analysis of historical data, helping identify patterns and trends in potential risks.
Conducted regular audits of existing policies and procedures, ensuring their continued effectiveness in addressing organizational goals related to mitigating risks.
Developed strong relationships with internal stakeholders, promoting a culture of risk awareness and accountability.
Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
Trained employees on risk management best practices, empowering them to make informed decisions regarding potential risks.
Demonstrated a high level of accuracy and attention to detail in reviewing claim documentation for approval or denial decisions.
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY
Office Manager / Driver and Transport Manager at D&K Four States Transport & HaulingOffice Manager / Driver and Transport Manager at D&K Four States Transport & Hauling