Brenda FRANKLIN
Poplar Bluff,MO
Summary
Very knowledgeable in property and casualty insurance. Quoting,writing policies, discussing coverage and explaining and answering questions the client may have. Making all changes and taking payments
Overview
30
30
years of professional experience
1
1
Certification
Work History
Office Manager ,prop and Casualty Licensed Agent/Customer Service Representative
Karen Sanderson Allstate Ins Agency
Poplar Bluff, Missouri
03.2018 - Current
- Maintained filing system for records, correspondence and other documents.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Provided training to new hires on office policies and procedures.
- Managed office inventory and placed new supply orders.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Recruited and trained new employees to meet job requirements.
- Provided guidance to clients on policy changes or upgrades.
- Developed client relationships by providing timely and accurate customer service.
- Resolved customer complaints in a professional manner.
- Processed applications for new policies and renewals.
- Maintained detailed records of all customer interactions.
- Conducted market research to identify products that meet customer needs.
- Advised clients on the most suitable insurance products available.
- Reviewed existing policies to ensure they were up-to-date with current regulations.
- Educated customers on the features and benefits of various insurance policies.
- Created customized quotes based on customers' requirements.
- Ensured compliance with state laws regarding insurance sales practices.
- Participated in seminars and workshops related to insurance topics.
- Maintained pleasant and cordial attitude, remaining calm when issues arose.
- Completed research to thoroughly understand client requirements.
- Created professional sales presentations to effectively communicate product quality and market comparisons.
- Enhanced customer satisfaction ratings by effectively and swiftly resolving issues.
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Answered inbound calls, chats and emails to facilitate customer service.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- Developed strong customer relationships to encourage repeat business.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Reached out to customers after completed sales to suggest additional service or product purchases.
Office Manager/Licensed Insurance Agent
Tom Sanderson McVey Ins Agency Allstate
Poplar Bluff, MO
08.2016 - 03.2018
- Developed and implemented office policies and procedures.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Managed office inventory and placed new supply orders.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Elevated customer satisfaction ratings by promptly resolving client and case issues.
- Automated office operations for managing client correspondence, payment schedules and data communications.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Maintained accurate records of client information including contact details and policy changes.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Analyzed data from customer surveys to recommend new product lines or pricing structures.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Pursued continued professional development through insurance workshops, course and webinars.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Responded to customer inquiries and problems to promote great service.
- Analyzed customer needs and provided best options, upselling products and services.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Prepared proposals and conducted closing interviews to sell insurance products.
- Prepared proposals and conducted closing interviews to increase insurance sales.
- Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed appropriate quotes based on risk information.
- Counseled prospects and policyholders on coverage, limits and regulations.
Licensed Ins Agent/CSR
Brandon McVey Ins Agency, Inc. Allstate
Poplar Bluff, MO
09.1994 - 04.2016
- Provided customer service to clients through phone and email communication.
- Developed customer relationships and ensured satisfaction with services.
- Responded promptly to customer inquiries and complaints in a professional manner.
- Maintained accurate records of all customer interactions, process customer accounts and file documents.
- Processed payments from customers by cash, check or credit cards accurately according to company guidelines.
- Attended team meetings regularly to discuss updates on products, services and policies changes.
- Adhered strictly to company policies regarding confidentiality of client information.
- Responded promptly to customer service calls and inquiries from diverse groups of individuals.
- Identified potential buyers through cold calling.
- Provided customer service support to customers over the phone and by email.
- Handled customer inquiries and complaints in a timely manner.
- Identified customer needs and provided appropriate solutions.
- Processed orders, forms, applications, and requests.
- Researched required information using available resources.
Education
High School Diploma -
Qulin High School
Qulin, MO05-1968
Certification
- licensed property and casualty insurance agent
Timeline
Office Manager ,prop and Casualty Licensed Agent/Customer Service Representative
Karen Sanderson Allstate Ins Agency
03.2018 - Current
Office Manager/Licensed Insurance Agent
Tom Sanderson McVey Ins Agency Allstate
08.2016 - 03.2018
Licensed Ins Agent/CSR
Brandon McVey Ins Agency, Inc. Allstate
09.1994 - 04.2016
High School Diploma -
Qulin High School
- licensed property and casualty insurance agent
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