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Teresa Dobson

Teresa Dobson

Spotsylvania, VA

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Dominic Agostini Insurance Agency and Cliff Ward insurance

Office Sales Associate

Provide prompt, accurate, friendly, cost effective service by responding to inquiries from existing policyholders and the general public
Document all interaction with customers in Activity Manager
Set and manage office appointments
Implement Office Claims Process
Issue ADA checks for ERS claims
Review Bank Deposit
See all Life Policies through to issuance
Provide service to the public and policyholders in a pleasant and courteous manner.
As directed by the agent, work with agent’s computer system to update information in customer databases used by the agent.
Contact prospects and current policyholders for appointments.
Meet customer service goals and assist with marketing goals as directed by the agent.
Maintain licenses to market Property, Casualty, Life, Health, and Bank products
Assist in developing marketing plans for all lines of insurance
Manage internet leads and track ROI
Meet activity based goals to achieve success in production requirements
Service new business from issuance through first renewal
Record and track activities to identify areas of success and improvement
Contact current and prospective clients to generate interest in appointments
Learn, develop, and present auto presentation, creating pivot opportunities to all lines
Conduct insurance and financial reviews to identify or fulfill needs for current or new clients
Utilize agency and proprietary computer applications, as required and available
Join organizations to further agency community involvement
Accurately prepare forms, policies, and endorsements when required
Follow up with customers and keep the agent informed
Provide prompt, professional customer service
Participate in training and team as requested

Career medium 05
Career
Career medium 05

Spurr Dealerships

Internet Sales Associate

Website
Keep Content Fresh
Monthly Specials
Programs and Promotions (i.e. CARS)
Lead Generation
3rd Party Generators (AutoTrader.com, Cars.com, KBB.com)
Chat Technology
Reporting
Unique Visitors
Traffic from 3rd Party Generators
Calling and prospecting potential buyers
Customer response to internet inquires in a timely manner
Vehicle demonstration to prospective buyers
Product training
Sales meeting participation
Customer service to ensure a easy and pleasant car buying experience

Career

ListenUp

Call Center Specialist

Answer inbound calls as well as assist customers who have specific inquiries
Build customer’s interest in the services and products offered by the company
Provide personalized customer service of the highest level
Basic computer knowledge/technological skills
Able to quickly recognize signals of a disgruntled customer andable to respond professionally
Ability to comprehend, capture as well as interpret basic customer information
Ability to treat people with respect under all circumstances, instill trust in others besides upholding the values of the organization
Sound judgmental powers; ability to manage difficult customer situations, to respond promptly to the needs of the customer, solicit feedback to improve service, respond to requests for service/assistance
Ability to adapt to change, meet the changing demands of the work environment, any delays or other unexpected demands.
Analyze the various parts of a problem properly and develop logical solutions
Quality management- looks for means of improving as well as promoting quality
Ability to make efficient use of resources
High level of motivation
Ability to work well as part of a team- to exhibit objectivity and be open-minded towards the ideas and views of others, give as well as welcome feedback, contribute to building team spirit, aid others to success

Career medium 06
Career

Bryant and Stratton

Life and Health Insurance Licensure Property and Casual Licensure

Life,Health,Property and Casuality License from the State of Virginia Insurance Department

Saint Elizabeth Ann Seton

High School