Dynamic Master General Agent at American Income Life Insurance Company with a proven track record in client retention and compliance. Leveraged effective negotiation and conflict resolution skills to enhance service delivery, while expanding the agent network. Recognized for exceptional customer service and timely policy reviews, ensuring client satisfaction and operational excellence.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Master General Agent
American Income Life Insurance Company
09.2020 - Current
Learned operational processes and systems within agency environment
Assisted in managing client inquiries and resolving issues promptly
Supported administrative tasks to ensure efficient office operations
Coordinated documentation and maintained accurate records for compliance
Engaged with clients to provide information about services offered
Participated in training sessions to develop industry knowledge
Maintained high retention rates by consistently delivering exceptional service, timely policy reviews, and prompt claims handling.
Expanded agent network by recruiting top talent, offering competitive compensation packages, and fostering a supportive work environment.
Ensured compliance with all legal requirements pertaining to insurance policies sold by keeping abreast of changes in legislation that may impact products offered or business practices employed.
Met with customers to provide information about available products and policies.
Calculated premiums and established payment methods for sales.
Conducted annual reviews of existing policies to update information.
Customer Service Representative
Chime
07.2018 - 08.2020
Resolved customer inquiries through effective communication and problem-solving techniques.
Managed multiple customer accounts, ensuring accurate information and timely responses.
Assisted in training new representatives on company policies and best practices.
Collaborated with team members to streamline order processing and enhance service efficiency.
Education
High School Diploma -
C. E. Ellison
Killeen, TX
06-1989
Skills
Workplace safety protocols
Effective negotiation abilities
Time management expertise
Conflict resolution techniques
Sales expertise
Optimistic outlook
Customer service
Accomplishments
Supervised team of 10 staff members.
Used Microsoft Excel to develop inventory tracking spreadsheets.