Summary
Overview
Work History
Education
Skills
Timeline
Generic

Megan Hanner

Paoli

Summary

Dynamic Licensed Insurance Sales Agent with Bloom Insurance Agency, adept at enhancing client retention through streamlined policy renewals and effective upselling. Demonstrated expertise in cold calling and exceptional customer service, consistently resolving disputes and ensuring client satisfaction. Proven ability to manage appointments and collaborate with teams to achieve outstanding results. Offering strong foundation in client relations and communication, and eager to learn and develop in insurance industry. Brings keen interest in understanding insurance products and policies, paired with skills in sales and customer service. Ready to use and develop these skills in Licensed Insurance Sales Agent role.

Overview

1
1
year of professional experience

Work History

Licensed Insurance Sales Agent

Bloom Insurance Agency
08.2023 - 12.2024
  • Collaborated closely with claims department resolving disputes between insurance providers resulting in satisfactory outcomes for clients.
  • Streamlined policy renewal processes for improved efficiency and client retention rates.
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
  • Upsold additional products and services after identifying customer needs and requirements.

Education

GED -

Paoli Jr - Sr High
Paoli, IN
01-2013

Skills

  • Cold calling
  • Customer service
  • Insurance sales
  • Appointment management
  • Product knowledge
  • Teamwork and collaboration
  • Time management
  • Attention to detail

Timeline

Licensed Insurance Sales Agent

Bloom Insurance Agency
08.2023 - 12.2024

GED -

Paoli Jr - Sr High
Megan Hanner