Insurance Agent/Administrative Officer
Beyond Transportations
03.2025 - Current
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- billing and coding insurance claims.
- scheduling transportation appointments.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Calculated premiums and established payment methods for sales.
- Researched and identified potential new markets.
- Analyzed customer needs to provide customized insurance solutions.
- Monitored customer feedback and identified areas of improvement.
- Met with customers to provide information about available products and policies.
- Conducted research and identified market trends to develop better strategies for sales.
- Collected premiums on or before effective date of coverage.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
- Supervised and guided new employees and responded quickly to questions to improve understanding of job responsibilities.
- Updated reports, managed accounts, and generated reports for company database.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
