Knowledgeable Insurance Professional with comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration.
Work History
Owner/Operator
8 Years 4 Months
MCB Capital LLC | 07.2018 - Current
Identified, acquired and renovated multiple properties
Oversaw all aspects of the property flipping process from market research to listing, archiving strong return on investment
Staged homes for optimal showings and quick sales
Insurance Agent
8 Years 2 Months
American Family Insurance | 04.2008 - 06.2016
Processed policy renewals and maintained account records with updates and changes.
Sold various insurance products to customers based on risk tolerance.
Received binder coverage by contacting underwriters and submitting necessary forms.
Built customized insurance policies to suit individual customers.
Calculated policy premiums and helped customers set up automated payments.
Client Service Representative
2 Years 1 Month
American Family Insurance | 01.2006 - 02.2008
Processed payments and other transactions by phone to help clients stay current on obligations.
Called clients to follow up on issues and obtain information to facilitate timely resolutions.
Trained new client service representatives, sharing best practices in conflict resolution and effective communication.
Scheduled appointments for customers as required by their needs or concerns.
Education
Property And Casualty Insurance License - Insurance
Chippewa Valley Technical College | Eau Claire, WI
ACTIVE INDIANA RESIDENT P & C LICENSE
Skills
RISK ASSESSMENT
CUSTOMER RELATIONS
TEAM LEADERSHIP
INSURANCE CONSULTATION
INSURANCE SALES EXPERTISE
INSURANCE PROCESSES
ORGANIZATION
FRIENDLY
POSITIVE ATTITUDE
SELF-DIRECTED
Goal setting and achievement
Certification
ACTIVE P & C RESIDENT LICENSE FOR INDIANA
Timeline
Owner/Operator
MCB Capital LLC
07.2018 - CurrentRead More
Insurance Agent
American Family Insurance
04.2008 - 06.2016Read More
Client Service Representative
American Family Insurance
01.2006 - 02.2008Read More
Chippewa Valley Technical College
Property And Casualty Insurance License from Insurance