Sylvia Seese
Charlotte
Summary
Focused and dedicated insurance professional with 25+years of experience providing superior customer service.
Highly-motivated with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
20
20
years of professional experience
1985
1985
years of post-secondary education
Work History
Licensed Insurance Agent
Laurie Insurance Group
Charlotte
04.2025 - Current
- Assisted clients in selecting appropriate insurance policies based on needs.
- Explained policy details and coverage options to potential customers.
- Processed policy applications and ensured accuracy of submitted information.
- Provided ongoing support to clients regarding claims and renewals.
- Maintained client records and updated information in insurance management systems.
- Conducted follow-up calls to ensure client satisfaction with services provided.
- Educated clients on risk management and preventive measures tailored to their situations.
- Provided assistance with billing inquiries and processed payments.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Achieved repeat business and referrals through personalized services.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Licensed Insurance Agent
The Ed Cantey Agency
Charlotte
10.2005 - 04.2025
- Assisted clients in selecting appropriate insurance policies based on needs.
- Explained policy details and coverage options to potential customers.
- Processed policy applications and ensured accuracy of submitted information.
- Maintained client records and updated information in insurance management systems.
- Conducted follow-up calls to ensure client satisfaction with services provided.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Educated clients on risk management and preventive measures tailored to their situations.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Provided guidance and support to less experienced agents during onboarding process.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Provided assistance with billing inquiries and payment processing.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
- Achieved repeat business and referrals through personalized services.
Education
Oakvale
Oakvale, WVSkills
- Quotes and sales
- Customer service
- Policy writing
- Effective communication
Timeline
Licensed Insurance Agent
Laurie Insurance Group
04.2025 - Current
Licensed Insurance Agent
The Ed Cantey Agency
10.2005 - 04.2025
Oakvale