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0-5 years of experience
- Promoted to Finance and Insurance Manager responsible for detail and compliance oriented closing process
- Outstanding sales results obtained through consultative selling skills, leaning towards sales through service
- Consistent performance as it relates to sales results with 100% customer satisfaction rating
6-10 years of experience
- Dedicated to continuous performance improvement of myself and others
- Incorporate strengths of other departments into sales and marketing functions for better synergy and long term success
- Generated over $330,000 in annual profit from sales of finance and insurance products
- Coordinated with Service Department to increase service contract sales over 25%, from last to top in the Zone
- Raised customer satisfaction scores over 10%, to highest level in 10 years for dealership by working with Sales Department to improve customer experience
0-5 years of experience
Oversees day to day operations, payments, reinstatements and new business applications.
- Policy endorsements, payments, reinstatements and new business applications in the office and by telephone.
- Answer customers’ questions and solving concerns regarding their insurance policies in the office and by telephone.
- Typing notes of conversations with customers regarding their accounts on internal database.
- Contacting customers for follow-ups and or giving insurance quotes.
- Review insurance policies and procedures.
- Understand, promote and remain current on carrier underwriting guidelines, announcements, and memos related to changes in carrier’s policies and procedures.
- Meet sale’s goals through new product sales, cross selling and retention of current customers.
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Insurance Manager
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
