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City, State, Zip Code
Home: 000-000-0000 | Cell: 000-000-0000
email@email.com
Reliable Insurance Clerk who is extremely familiar with commercial and personal insurance lines. Adept at assisting customers with questions completing customer forms to be sent to the company and getting proof of insurance for commercial and personal clients. Specializes in smaller insurance firms and personal lines specialists.
- Certified insurance sales professional
- Extensive experience working in a commercial lines office
- Excellent customer service and communication skills
- Detailed understanding of the commercial and personal insurance process
- Exceptional ability to satisfy customer issues quickly
- Dedicated to making sure that all issues are resolved properly
- Responsible for answering the phone and keeping the office schedule.
- Assisted customers in getting confirmation paperwork and other important information.
- Assisted in writing new policies for new commercial and personal lines clients.
- Assisted in getting new commercial and personal lines client files started.
- Often assisted customers in getting their final confirmation paperwork.
- Worked closely with long-time customers to help them achieve their insurance goals.
- Assisted in taking initial customer calls and keeping the agency schedule.
- Responsible for gathering all new customer information and creating accurate customer files.
- Worked with sales professionals to get customers their confirmation paperwork.
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