Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Dahliah Smart

Eagan

Summary

Dynamic insurance professional with a proven track record at Triple Crown Insurance Agency, excelling in customer service and relationship building. Adept at policy analysis and sales, I have successfully expanded client bases and tailored solutions to meet individual needs, ensuring compliance and satisfaction in health and life insurance. Licensed across multiple states.

Offering strong interpersonal skills and dedication to learning and development within insurance industry. Contributes solid understanding of customer service principles and ability to quickly assimilate product knowledge. Ready to use and develop communication and problem-solving skills in Insurance Producer role.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Insurance Producer

Triple Crown Insurance Agency
09.2024 - Current
  • Assisted clients in understanding insurance products and coverage options.
  • Processed policy applications and maintained accurate client records.
  • Conducted follow-ups to ensure timely resolution of client inquiries.
  • 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.
  • Processed policy applications with attention to detail, ensuring accuracy and compliance.
  • Utilized CRM system for managing client information and tracking sales activities.

Insurance Agent

American Income Life Insurance Company
06.2023 - 07.2024
  • Educated clients on claims procedures and necessary documentation.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • 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.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.

Education

Eagan High School
Eagan, MN

Skills

  • Customer service
  • Relationship building
  • Policy analysis
  • Sales expertise
  • Licensed insurance agent
  • Health insurance
  • Life insurance
  • Vision and dental insurance
  • Licensed in AL, AR, AZ, FL, IA, LA, MI, MN, OH, SC, TX, and VA

Certification

  • AML certified
  • AHIP 2025 Medicare + Fraud, Waste, and Abuse Training Certified
  • CMS Individual Marketplace Certified

Timeline

Insurance Producer

Triple Crown Insurance Agency
09.2024 - Current

Insurance Agent

American Income Life Insurance Company
06.2023 - 07.2024

Eagan High School

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Dahliah Smart