Christi Franklin
Raleigh
Summary
Dynamic, hardworking, dedicated professional with a proven track record in client relations and compliance. Skilled in generating leads and resolving complex issues, I leverage my expertise in insurance coverage verification and exceptional customer service to drive client satisfaction and retention. Committed to professionalism and ethical standards.
Overview
25
25
years of professional experience
Work History
Insurance Agent
Chrystal Fray State Farm
07.2020 - Current
- Analyzed customer needs and educated clients to recommend appropriate insurance products and services.
- Followed internal compliance and standards and managed policy updates and renewals, ensuring compliance with regulatory standards and ethics.
- Provided exceptional customer service by assisting clients with insurance needs, in addition worked to resolve complex client issues promptly and thoroughly.
- Managed multiple projects simultaneously while maintaining high levels of organization and attention to detail.
- Calculated premiums and established payment methods for sales and collected premiums on or before effective date of coverage.
- Generated leads through cold-calling, networking and other outreach methods.
- Conducted annual reviews of existing policies to update and maintain accurate information.
Account Representative
Tops and Trends
06.2017 - 07.2020
- Managed client accounts, ensuring accurate order processing and timely communication.
- Developed and maintained strong relationships and conducted regular follow-ups with customers to enhance satisfaction and retention.
- Kept detailed records of daily activities and customer interactions, keeping efficient records through online customer database.
- Implemented strategies for upselling and cross-selling products, resulting in increased revenue from existing customers.
- Collaborated with sales team to develop strategies for achieving sales targets, contributing to team's success.
- Strengthened company reputation with exceptional service, handling client concerns with professionalism and patience.
- Built relationships with customers and community to promote long term business growth.
- Informed customers of promotions to increase sales productivity and volume.
Agency Field Support Specialist
State Farm
08.2000 - 05.2013
- Prepared detailed reports and presentations, supporting strategic decision-making processes for executives.
- Handled confidential and sensitive information with discretion and tact.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments and meetings.
- Coordinated travel arrangements, ensuring compliance with company policies and budget constraints.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Aided in the recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
- Used advanced software to prepare documents, reports, and presentations.
- Maintained and contributed to budget management by tracking expenditures and identifying cost-saving opportunities.
Education
Bachelor of Science - Marketing
East Carolina University
Greenville, North Carolina, NC05.2000
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client relations and account management
- Customer billing and inquiries
- Customer complaint resolution
- Insurance coverage verification
- Form completion and submission
- Records maintenance
- Licensing requirements
Timeline
Insurance Agent
Chrystal Fray State Farm
07.2020 - Current
Account Representative
Tops and Trends
06.2017 - 07.2020
Agency Field Support Specialist
State Farm
08.2000 - 05.2013
Bachelor of Science - Marketing
East Carolina University