Dominic Agostini Insurance Agency and Cliff Ward insurance
Office Sales Associate
April 2010 — April 2012
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