Summary
Overview
Work History
Education
Skills
Timeline
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Samantha Cox

Summary

Dynamic insurance sales agent with a proven track record at Guardian Life of the Caribbean, excelling in customer service and lead prospecting. Recognized for meeting sales targets and enhancing client relationships through effective communication and strong negotiation skills. Licensed professional dedicated to delivering tailored insurance solutions.

Overview

16
16
years of professional experience

Work History

INSURANCE SALES AGENT

Guardian Life of the Caribbean
11.2017 - 12.2023
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
  • Developed strong relationships with clients through consistent communication and exceptional customer service.
  • Contributed to agency success by consistently meeting or exceeding monthly sales targets.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Streamlined policy renewal processes for improved efficiency and client retention rates.

Insurance Agent

Pan American Life Insurance Company Limited
03.2010 - 07.2017
  • 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.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.

Insurance Customer Service Representative

Pan American Life Insurance Company Limited
03.2010 - 06.2017
  • Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
  • Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
  • Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
  • Responded to customer requests for products, services, and company information.

Paralegal/Legal Secretary

Mr. Basil Scott Attorney-at-Law
03.2008 - 02.2010
  • Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
  • Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
  • Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
  • Assisted counsel in preparing answers, providing documentation, and information for discovery request.
  • Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
  • Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.

Education

Insurance And Risk Management

BARAIFA
Belleville, St. Michael
12-2022

Insurance

Insurance Institute of Barbados
Weymouth, Bridgetown, St. Michael
07-2021

Barbados Community College
Ivy, St. Michael
07-1998

Skills

  • Customer service
  • Insurance sales
  • Product knowledge
  • Strong negotiation
  • Lead prospecting
  • Licensed insurance agent
  • Marketing

Timeline

INSURANCE SALES AGENT

Guardian Life of the Caribbean
11.2017 - 12.2023

Insurance Agent

Pan American Life Insurance Company Limited
03.2010 - 07.2017

Insurance Customer Service Representative

Pan American Life Insurance Company Limited
03.2010 - 06.2017

Paralegal/Legal Secretary

Mr. Basil Scott Attorney-at-Law
03.2008 - 02.2010

Insurance And Risk Management

BARAIFA

Insurance

Insurance Institute of Barbados

Barbados Community College

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Samantha Cox