Licensed Insurance Agent
Current• Assist clients in identifying and securing appropriate property and casualty insurance policies to protect assets and mitigate risks.• Conduct detailed coverage reviews to ensure policies meet individual client needs and compliance standards.• Generate and follow up on leads to develop and maintain a robust client portfolio.• Provide exceptional customer service, including claims assistance and policy changes.• Stay up-to-date on state regulations and insurance products to provide accurate guidance to clients.• Maintain detailed records of client interactions and policy transactions in CRM systems.• Educate clients on risk management strategies and available coverage options.