Christine Daniels
Citrus Heights
Summary
Dynamic insurance agency owner with a proven track record at Roseanne Hall & Christine Daniels Insurance, excelling in policy analysis and relationship building. Achieved significant business growth through strategic marketing and exceptional client service, consistently exceeding sales quotas while fostering trust and rapport with clients. Skilled in negotiation and dedicated to delivering customized insurance solutions. I obtained most of my business by my satisfied existing customer referrals.
Talented Owner with excellent marketing, customer service and facility oversight skills and more than 37 years of experience. Highly effective and comfortable working with people at all levels in organization.
Overview
34
34
years of professional experience
Work History
Insurance Agency Owner
Roseanne Hall & Christine Daniels Insurance
06.1990 - 03.2024
- Developed and maintained strong client relationships to drive policy retention and satisfaction.
- Evaluated client needs to recommend appropriate insurance products and coverage options.
- Conducted comprehensive risk assessments to identify potential gaps in client insurance plans.
- Streamlined renewal processes, enhancing efficiency and reducing turnaround time for clients.
- Implemented strategic marketing initiatives to expand customer base and increase visibility of services.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Monitored customer feedback and identified areas of improvement.
- Negotiated contracts and terms of sale with potential customers.
- Conducted annual reviews of existing policies to update information.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Generated quotes and proposals for clients to match individual needs.
- Conducted thorough risk assessments for clients to determine appropriate coverage levels and minimize potential liabilities.
- Built strong relationships with clients, leading to increased referrals and business growth.
- Maintained up-to-date records of client interactions, policy changes, and renewals in the agency management system.
- Collaborated with underwriters to negotiate favorable policy terms and conditions for clients.
- Contributed to the agency''s growth by identifying opportunities for expansion into new markets or product offerings.
- Exceeded corporate quotas for monthly policy sales.
Education
High School Diploma -
Del Campo High
Fair Oaks, CA06-1986
Skills
- Policy analysis
- Underwriting
- Claims management
- Small business operations
- Relationship building
- Customer relations
- Client service
- Sales leadership
- Negotiation
- Partnership development
- Customer service
- Multitasking Abilities
- Reliability
- Excellent communication
- Business management
Timeline
Insurance Agency Owner
Roseanne Hall & Christine Daniels Insurance
06.1990 - 03.2024
High School Diploma -
Del Campo High
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