Beverly York
Pleasant Garden,NC
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple tasks and completing responsibilities simultaneously. Proven history of exceptional time management and customer service. Successful and seasoned insurance agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Insurance Agent
Leavitt Piedmont Insurance
2017.06 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Obtained underwriting approval by completing application for coverage.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Analyzed customer needs to provide customized insurance solutions.
- Collected premiums on or before effective date of coverage.
- Conducted annual reviews of existing policies to update information.
- Largely responsible for retention of and growth of $3 million dollar book of business obtained through agency acquisition.
Operations Manager
Young Insurance Agency
1993.09 - 2017.06
- Supervised operations staff and kept employees compliant with company policies and procedures at multiple locations.
- Developed systems and procedures to improve operational quality and team efficiency.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Developed and implemented strategies to maximize customer satisfaction.
- Directed initiatives to improve work environment, company culture or overall business strategy.
- Trained new employees on proper protocols and customer service standards.
- Interacted well with customers to build connections and nurture relationships.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Consistently met and/or exceed annual sales goals which provided year end bonuses for entire team.
- Supervised operations staff and kept employees compliant with company policies and procedures
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service
Education
High School Diploma -
Walter Hines Page High School
Greensboro, NC06.1978
Skills
- Customer Service and Assistance
- Client Account Management
- Quotes and Sales
- Account Retention
- Consultative Sales Approach
- Remote Office Availability
- Active Listening
- Critical Thinking
Certification
- NC Department of Insurance Property and Casualty Agent 3/20/93
- NC Department of Insurance Life Insurance Agent 1/20/2011
- Over the course of the past 20 plus years in Insurance I have attended numerous workshops for office management, sales, and self improvement.
Timeline
Insurance Agent
Leavitt Piedmont Insurance
2017.06 - Current
Operations Manager
Young Insurance Agency
1993.09 - 2017.06
High School Diploma -
Walter Hines Page High School
- NC Department of Insurance Property and Casualty Agent 3/20/93
- NC Department of Insurance Life Insurance Agent 1/20/2011
- Over the course of the past 20 plus years in Insurance I have attended numerous workshops for office management, sales, and self improvement.
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