WILLIE R. ALFORD
Sumter
Summary
Results-driven insurance expert with a solid background at State Farm Mutual Insurance, focusing on client relationship management and risk assessment. Skilled in claims processing and providing tailored solutions that meet client needs. Effective communicator with a keen eye for detail, leading to improved client satisfaction and loyalty.
Overview
13
13
years of professional experience
1
1
Certification
3
3
years of post-secondary education
Work History
ACCOUNT REPRESENTATIVE
State Farm Mutual Insurance
Sumter
06.2023 - Current
- Developed tailored insurance plans to meet diverse client needs.
- Conducted risk assessments to identify and address coverage gaps.
- Managed client relationships through regular follow-up and support.
- Processed claims efficiently and guided clients throughout the process.
INSURANCE ADVISOR II
LIBERTY MUTUAL INSURANCE COMPANY
Plano
06.2021 - 06.2023
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Identified cross-selling opportunities through analysis of customer data.
- Advised clients on insurance products and coverage options.
WAREHOUSE WORKER
TARGET DISTRIBUTION CENTER
Lugoff
06.2018 - 05.2021
- Collaborated with team members to fulfill daily shipping goals.
- Utilized barcode scanners to track inventory movement effectively.
DIRECT SALES REP/RETENTION AGENT
SPECTRUM
Columbia
03.2014 - 05.2018
- Sold products and services in field for company.
- Maintained detailed records of all interactions with customers in order to track progress on retention efforts.
- Mentored junior retention specialists, sharing knowledge and best practices to enhance team performance.
BANK TELLER
WELLS FARGO BANK N.A.
Lake City
11.2012 - 03.2014
- Processed customer transactions accurately and efficiently.
- Managed cash drawer and balanced daily transactions.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
Education
Information Technology/Networking -
Midlands Technical
Columbia, SC05.2022
Bachelor of Science - BUSINESS ADMINISTARTION/ ACCOUNTING
Winthrop University
Rock Hill, SC 08.2002 - 05.2005
Business Administration/Accounting - Financial Management
Johnson C. Smith Univ.
Charlotte, NC05.2002
Skills
- Client relationship management
- Insurance risk assessment
- Claims processing
- Effective communication
- Attention to detail
- Multitasking capacity
Certification
- Licensed Life & Health producer
- Licensed Personal Lines producer
Computer And Office Skills
- Microsoft Office
- Windows 11
- Microsoft Word
- Microsoft Excel
- Apple IOS systems
- Estimatics
Timeline
ACCOUNT REPRESENTATIVE
State Farm Mutual Insurance
06.2023 - Current
INSURANCE ADVISOR II
LIBERTY MUTUAL INSURANCE COMPANY
06.2021 - 06.2023
WAREHOUSE WORKER
TARGET DISTRIBUTION CENTER
06.2018 - 05.2021
DIRECT SALES REP/RETENTION AGENT
SPECTRUM
03.2014 - 05.2018
BANK TELLER
WELLS FARGO BANK N.A.
11.2012 - 03.2014
Bachelor of Science - BUSINESS ADMINISTARTION/ ACCOUNTING
Winthrop University
08.2002 - 05.2005
Information Technology/Networking -
Midlands Technical
Business Administration/Accounting - Financial Management
Johnson C. Smith Univ.