Denice MacLeod
Mission
Summary
Dynamic Personal Lines Insurance Agent with a proven track record at Mountainview Insurance, excelling in client service and policy analysis. Cultivated strong client relationships, enhancing customer retention and satisfaction. Committed to delivering exceptional service and fostering community connections.
I have a proven track record in customer service and cash handling. Skilled in managing transactions, resolving customer inquiries, and maintaining positive store environment. Strong focus on teamwork and adaptability, ensuring smooth operations and customer satisfaction. Known for reliability, efficiency, and consistent approach to achieving goals.
Overview
23
23
years of professional experience
Work History
Personal Lines Insurance Agent
Mountainview Insurance
11.2009 - Current
- Collaborated with underwriting team to ensure accurate risk assessments, optimizing pricing structures for client affordability.
- Built strong relationships with clients through attentive service and prompt responses to inquiries.
- Worked closely with claims adjusters and other stakeholders to expedite claim settlements, resulting in satisfied clients and reduced disputes.
- Cultivated new business opportunities by networking within the community and building partnerships with local organizations.
- Developed a comprehensive understanding of personal lines insurance products, enabling accurate policy recommendations for diverse clientele.
- Enhanced sales skills through ongoing training initiatives, staying current on industry trends and best practices in personal lines insurance sales.
- Reduced processing errors by implementing strict quality control measures while handling sensitive client information.
- Resolved client issues efficiently, maintaining a high level of professionalism and empathy throughout the process.
Volunteer
Mulitple
01.2003 - Current
- Assisted with special events and programs.
- Maintained clean, neat, and operational facilities to serve program needs.
- Supported engaging, fun, and smooth-running events by helping with organization and planning.
- Used strong interpersonal communication skills to convey information to others.
- Contributed to building of affordable housing, improving community infrastructure.
Insurance Agent
Co-operators General Insurance
09.2003 - 09.2007
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Skills
- Client service
- Policy analysis
- Cold calling
- Underwriting principles
- Salesmanship
- Insurance regulations
- Solicitation
- Customer service
- Licensed insurance agent
- Customer retention
- Customer needs assessment
- Account management
- Client retention
- Contract review and analysis
Timeline
Personal Lines Insurance Agent
Mountainview Insurance
11.2009 - Current
Insurance Agent
Co-operators General Insurance
09.2003 - 09.2007
Volunteer
Mulitple
01.2003 - Current
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