Experience

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  Joe leonard - state farm insurance agent

  Sept 2011 - Aug 2014

  Insurance sales representative

  • Coded official claims forms and mediated disputes between various insurance carriers and clients• Processed applications for clients in adherence with compliance guidelines• Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas.• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.• Leveraged sales expertise to promote products and capitalized on upsell opportunities.• Evaluated account and service histories to identify trends, using data to mitigate future issues.Received State Farm Bank certification in order to sell banking products Show less

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  Randy taylor-state farm agency

  Aug 2014 - Dec 2015

  Insurance sales agent

  • Interviewed prospective clients to learn about their financial needs and to discuss existing coverages• Processed new applications, payments, corrections, endorsements, and cancellations• Handled and processed sensitive and confidential policies and documents for agency• Processed client payments and updated accounts.• Tailored financial plans for clients based on their individual goals.• Analyzed accounts for delinquencies and other ongoing issues.• Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate. Show less

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  Salvator & associates insurance agency, inc

  Dec 2015 - Aug 2019

  Independent insurance agent

  • Transacted business in the lines of commercial/residential/ general liability, and casualty insurance• Corresponded with mortgage lenders and brokers to assist in property closings and administer necessary insurance policies for clients.• Worked in compliance with carrier underwriting terms and guidelines to finalize insurance applications and bind coverage in all lines of business.• Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.• Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.• Conducted annual reviews of existing policies to update information.• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas. Show less

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  Clear title of northwest florida llc

  Aug 2019 - now

  Real estate title processor

  • Examined and cleared underwriting requirements on title commitments and lender transmittals to ensure a smooth closing transaction.• Communicated with real estate agents, mortgage brokers, insurance carriers, and customers in a timely and efficient manner to close transactions• Prepared settlement documents, including Affidavits, Corrective Deeds, Closing Disclosures, and Endorsement forms to accompany closing package.• Disbursed closing funds and handled all post close responsibilities such as preparing policy orders, e-recording original documents to county appraiser, and deliverance of title insurance policies to customers.• Collaborated with attorneys, loan officers and agencies to complete property sales and purchases and thoroughly explained all financial requirements and data to potential buyers and sellers. Show less

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  Asteria moon apothecary

  Jan 2024 - now

  Owner & founder

  Apothecary specializing in handcrafted herbal products inspired by nature & the seasons. We incorporate native herbs & flora to produce the highest quality bath and body products made to order. Scents and herbs are rotated in to reflect the current season :)