Lori Avery Goldberg
San Pedro
Summary
Adept at working in diverse retail and customer service environments. Driven to build long-term relationships with customers. Delivering positive experiences through high-quality customer care.
Overview
11
11
years of professional experience
Work History
Insurance Agent
Nickerson Insurance Services
Lomita
11.2019 - Current
- Company Overview: Working with Mercury, Safeco and other carriers
- Well-received Yelp reviews as an agent for my customer service.
Insurance Agent
Allstate
San Pedro
06.2016 - 11.2019
Insurance Agent
Farmers
Huntington Beach
03.2015 - 06.2016
Insurance Agent
Farmers Insurance
Rancho Palos Verdes
03.2014 - 11.2014
- Billing, payment processing, and directing clients to the proper department
- Provided an elevated customer experience to generate a loyal clientele
- Helped drive sales goals and achieve monthly quotas
- Conducted annual reviews of existing policies to update information
- Licensed Health, Life and Annuities 2017
- Licensed Property & Casualty Agent
Skills
- Strong client relations
- Policy writing
- Risk assessment
- Customer service
- Billing processing
- Sales strategies
- Client retention
- Conflict resolution
- Effective communication
- Time management
- Team collaboration
- Customer-focused
- Adherence to high customer service standards
Additional Information - Attributes
- Punctual
- Ethical
- Goal-oriented
Timeline
Insurance Agent
Nickerson Insurance Services
11.2019 - Current
Insurance Agent
Allstate
06.2016 - 11.2019
Insurance Agent
Farmers
03.2015 - 06.2016
Insurance Agent
Farmers Insurance
03.2014 - 11.2014