Sherry Rose
Cleveland
Summary
Dynamic insurance professional with a proven track record at Allstate, excelling in client relationship management and regulatory compliance. Recognized for enhancing client satisfaction and consistently exceeding sales targets. Skilled in conflict resolution and employee training, fostering a positive workplace culture while driving business growth through strategic planning and innovation. I currently hold P&C licenses in GA & NC. Life & Health Licenses in GA, NC, & TN. I speak English and Spanish.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Agent of Record
Allstate/Jacky Jones Insurance LLC
05.2013 - 08.2024
- Informed clients of policies and procedures.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
- Assisted clients in navigating the claims process, ensuring timely resolution of issues and optimal outcomes.
- Consistently met compliance requirements for the agency by promptly completing mandatory continuing education courses and staying current on industry regulations.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Increased life insurance policy sales by developing strong relationships with clients and understanding their unique needs.
- Improved customer satisfaction by providing timely and accurate information on claim status and resolution.
- Developed strong relationships with clients, facilitating trust and open communication during the claims process.
- Championed employee engagement initiatives such as team-building events and recognition programs to promote a positive workplace culture.
- Led strategic planning initiatives for business growth, identifying opportunities for expansion and innovation.
Agency Manager
Allstate/BD Wilson Group
07.1997 - 04.2013
- Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
- Maintained personnel files and regularly conducted audits to verify accuracy of information.
- Leveraged technology platforms for efficient management of client accounts, policy changes, claims processing, and billing inquiries.
- Maintained compliance with industry regulations by conducting regular audits of policies, procedures, and employee practices.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
Education
Associate of Arts -
Young Harris College
Young Harris, GA06-1992
Skills
- Client relationship management
- Insurance policy administration
- Claims processing
- Regulatory compliance
- Sales techniques
- Conflict resolution
- Customer service
- Team building
- Employee training
Certification
State of GA P&C License
State of GA Life & Health License
State of NC P&C License
State of NC Life & Health License
State of TN Life & Health License
Honor Ring, Circle of Champions
Qualified for Honor Ring multiple years, and achieved Circle of Champions in 2021
Languages
Spanish
Professional Working
Timeline
Agent of Record
Allstate/Jacky Jones Insurance LLC
05.2013 - 08.2024
Agency Manager
Allstate/BD Wilson Group
07.1997 - 04.2013
Associate of Arts -
Young Harris College
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