Patricia Bader
Martin
Summary
Dynamic insurance professional with extensive experience at Security First Insurance, excelling in client relations and retention. Proven track record in exceeding sales targets through personalized solutions and exceptional customer service. Skilled in policy knowledge and training new agents, fostering a culture of professionalism and ethics within the team.
I have experience as a single-agent office as well as working with a CSR.
I was born and raised in Martin and know the community and surrounding residents well.
Overview
15
15
years of professional experience
Work History
Managing Insurance Agent
Security First Insurance
07.2022 - 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.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- 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.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurance-related.
- Conducted annual reviews of existing policies to update information.
Book Keeper_Truck Dispatcher
Flyin C Trucking
08.2021 - 07.2022
- Managed high-stress situations calmly and effectively, ensuring timely assistance to those in need.
- Communicated with drivers and personnel to coordinate timely delivery of goods and materials.
- Directed dispatching, routing, and tracking of 2 fleet vehicles.
- Collaborated with fellow dispatchers to maintain a seamless workflow during shift changes.
- Maintained accurate records of all dispatched calls, improving data tracking for future analysis.
- Processed invoices and payments for dispatched orders to provide proof of transaction.
Senior Insurance Agent
Security First Insurance
09.2015 - 08.2021
- Managed a diverse portfolio of clients, consistently meeting or exceeding sales targets.
- Implemented efficient workflow processes, significantly reducing administrative tasks.
- Enhanced customer satisfaction by addressing their insurance needs and providing tailored solutions.
- Assisted clients in navigating complicated claim situations, ultimately leading to satisfactory settlements.
- Reviewed policy applications for accuracy and completeness before submission, minimizing delays in processing time.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
Floor Manager
The General Store, Ace Hardware
09.2010 - 09.2015
- Managed store inventory and stock levels to maintain availability of products.
- Managed a team of 4 employees to maintain smooth-running operations of the store floor.
- Improved customer satisfaction by addressing and resolving concerns promptly and efficiently.
- Developed and implemented floor plans and layouts to maximize customer satisfaction and sales.
Education
High School Diploma -
Bennett County High School
Martin, SD05-1992
Accounting
Oglala Lakota College
Martin, SD09-2015
Property Causalty, Life And Health Insurance Agent
SD Insurance
09-2015
National EMT Basic
Online
Martin,SDFire Fighter I&II
Online-SD Classroom
Martin, SD01-2019
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Client retention
- Account management
- Data entry
- Policy Knowledge
- Customer billing
- New agent training
Timeline
Managing Insurance Agent
Security First Insurance
07.2022 - Current
Book Keeper_Truck Dispatcher
Flyin C Trucking
08.2021 - 07.2022
Senior Insurance Agent
Security First Insurance
09.2015 - 08.2021
Floor Manager
The General Store, Ace Hardware
09.2010 - 09.2015
High School Diploma -
Bennett County High School
Accounting
Oglala Lakota College
Property Causalty, Life And Health Insurance Agent
SD Insurance
National EMT Basic
Online
Fire Fighter I&II
Online-SD Classroom
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