Jamie DiLeo
LAKE ARIEL
Summary
Proven Insurance Agent with a track record of fostering client loyalty and expanding client bases, notably at Bankers Life and Casualty. Specializes in client needs analysis and delivering personalized insurance solutions, blending customer service excellence with licensed insurance expertise. Achieved significant client satisfaction through professionalism and ethical conduct.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Agent
Ebert Insurance Group
03.2024 - Current
- 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.
Insurance Agent
MassMutual
03.2024 - 12.2024
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Conducted annual reviews of existing policies to update information.
- Maintained high standards of customer service by building relationships with clients.
Insurance Agent
Bankers Life and Casualty
02.2018 - 02.2024
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Education
Bachelor of Science - Elementary Education
East Stroudsburg University of Pennsylvania
East Stroudsburg, PA12-2004
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client relations
- Client needs analysis
Certification
Long-term Care Certified
Timeline
Insurance Agent
Ebert Insurance Group
03.2024 - Current
Insurance Agent
MassMutual
03.2024 - 12.2024
Insurance Agent
Bankers Life and Casualty
02.2018 - 02.2024
Long-term Care Certified
Bachelor of Science - Elementary Education
East Stroudsburg University of Pennsylvania
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