Jordan Jacobs
Woodstock
Summary
Dynamic insurance agent skilled in client management, insurance compliance, and effective communication. Proven ability to educate clients and enhance satisfaction through personalized service and proactive policy reviews.
Overview
5
5
years of professional experience
Work History
Insurance Agent
AllState
Alpharetta
10.2021 - Current
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Educated clients on risk management and loss prevention strategies effectively.
- Conducted policy reviews to identify coverage gaps and recommend updates.
- Developed strong relationships with clients through regular follow-ups and consultations.
- Provided exceptional customer service to enhance client satisfaction and retention.
- Responded to customer inquiries and problems to promote great service.
- Maintained accurate records of client interactions and policy changes in system databases.
Education
High School Diploma -
Towns County High School
Hiawassee, GA12-2014
Skills
- Insurance compliance
- Policy analysis
- Risk assessment
- Insurance sales strategy
- Quote generation
- Policy administration
- Leads prospecting
- Client management
- Customer relationship management
- Cross-selling strategies
- Client relations
- Customer service
- Digital marketing
- Prospective client identification
- Attention to detail
- Problem solving
- Team collaboration
- Adaptability
- Effective communication
Timeline
Insurance Agent
AllState
10.2021 - Current
High School Diploma -
Towns County High School