Nadesia Steadwell
Kannapolis
Summary
Experienced insurance industry professional with a strong background in marketing and sales of diverse insurance lines and claims services. Thrives in fast-paced, deadline-driven environments, consistently delivering successful outcomes. Skillful in collecting and analyzing data to provide cost-effective solutions that meet clients\' needs. Expert in recommending suitable insurance products to ensure financial security for individuals and businesses. Energetic and enthusiastic, dedicated to delivering exceptional service and exceeding client expectations.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Account Manager
Relation Insurance Services
02.2024 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
- Drove revenue growth by identifying new business opportunities within existing accounts.
- Increased upsell opportunities with strategic account reviews, identifying and addressing client needs.
- Optimized account allocation among team members to ensure balanced workload and focus on high-priority clients.
- Streamlined account management processes, reducing response times and improving client service quality.
- Leveraged CRM tools to maintain accurate records of client interactions and transactions.
- Boosted client retention by developing and implementing comprehensive account management strategy.
- Identified at-risk accounts through diligent monitoring and analysis, implementing retention strategies to prevent churn.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Personal Lines Insurance Agent
TTEC/ Usaa
01.2024 - Current
- Processed customer payments for premiums, maintained records of transactions and updated accounts accordingly.
- Developed relationships with existing clients and identified potential new customers through networking activities.
- Provided advice regarding personal lines policies such as homeowners, auto, boat, life, health, disability and long-term care insurance policies.
- Maintained up-to-date knowledge of changes in laws governing the industry and regulations affecting personal lines insurance products.
- Prepared reports detailing customer information, sales activities and other administrative duties.
Insurance Agent
Ttec/uhc
07.2018 - 12.2023
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Maintained accurate records of all insurance transactions using computer software systems.
- Advised customers on the best ways to minimize risks associated with their assets.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Insurance Broker Consultant
Choice Health Insurance
01.2019 - 07.2021
- Evaluated client portfolios regularly to recommend adjustments as necessary.
- Identified areas where additional coverage is needed by customers and made recommendations accordingly.
- Maintained relationships with vendors providing services related to the insurance business.
- Developed and implemented new insurance policies to meet customer needs.
- Assisted clients with selecting appropriate coverage plans based on their individual needs.
- Analyzed existing insurance programs for cost effectiveness and compliance with regulations.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Developed appropriate quotes based on risk information.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
Education
Associate Business Administration - Health Administration
Strayer University
Washington, DC01-2024
Skills
- Mentorship
- Mentoring
- Solicitation
- Salesmanship
- Client Service
- Account Management
- Customer Needs Assessment
- Customer Retention
- Insurance Sales Strategy
- Client Account Management
- Sales Quota Achievement
- Customer Service
- Team Training and Development
- Product Knowledge
- Account management
- Customer service
- Client relations
- Sales development
- Account oversight
- Networking skills
- Account development
Certification
Health and accidental licenses and a Medicare specialist
Ahip certified
Medicare sales
Timeline
Account Manager
Relation Insurance Services
02.2024 - Current
Personal Lines Insurance Agent
TTEC/ Usaa
01.2024 - Current
Insurance Broker Consultant
Choice Health Insurance
01.2019 - 07.2021
Insurance Agent
Ttec/uhc
07.2018 - 12.2023
Associate Business Administration - Health Administration
Strayer University
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