Dana Cunningham

Experience

1. Insurance Producer Sales

   State Farm

   Mar 2024 — Present · MO, US

   Licensed to write Life, Health, Property and Casualty Developed and maintained strong relationships with existing clients, providing exceptional customer service and addressing their insurance needs • Analyzed client\'s current insurance coverage to identify gaps and recommend appropriate policies to ensure comprehensive protection • Collaborated with underwriters to negotiate terms, conditions, and pricing for insurance policies that met client requirements • Stayed up-to-date with industry trends, changes in regulations, and new product offerings to provide accurate information and advice to clients • Prepared quotes for various types of insurance coverage including auto, home, life, health, and commercial policies • Educated clients on policy features, exclusions, deductibles, and premiums to help them make informed decisions about their insurance needs • Conducted annual policy reviews with clients to assess any changes in their circumstances or coverage needs • Utilized CRM software to track leads, manage client information, schedule follow-ups, and maintain accurate records of interactions • Provided guidance on risk management strategies tailored to each client\'s specific industry or personal situation • Assisted clients in understanding the claims process and provided guidance on filing claims accurately and efficiently • Managed a high volume of inbound calls from prospective clients seeking insurance quotes or information • Provided exceptional customer service by promptly addressing inquiries or concerns raised by clients • Maintained accurate records of all client interactions, policies sold, premiums collected, and commissions earned

Education

• Metropolitan Community College

  Associate, Arts

  2004 — 2006

• University of Missouri-Kansas City

  BA, Urban Planning and Design

  2008 — 2011