Logan Keeno

Over a decade of customer service experience.

1. Client Consultation and Needs Assessment

• Meet with potential and existing clients to assess their insurance needs.
• Gather information on the client’s financial situation, goals, and risks.
• Advise clients on various types of insurance products such as life, health, auto, property, and business insurance.

2. Insurance Policy Sales

• Present various insurance options to clients, explaining the coverage, terms, and premiums.
• Assist clients in selecting the appropriate policy based on their needs.
• Provide quotes and compare different insurance plans for the client’s consideration.

3. Policy Management

• Help clients complete insurance applications and ensure all necessary documentation is submitted.
• Process policy renewals, modifications, or cancellations.
• Monitor changes in laws or regulations to keep clients’ policies up to date.

4. Claims Support

• Assist clients in filing claims and provide support through the claims process.
• Work with insurance companies to resolve claims efficiently and ensure clients’ needs are met.

5. Customer Service and Retention

• Build and maintain long-term relationships with clients to retain business.
• Offer ongoing support and guidance to clients, addressing any questions or concerns.
• Follow up regularly to ensure customer satisfaction and adjust policies as clients' needs change.

6. Marketing and Lead Generation

• Network to generate leads and expand client base, including using referrals, advertisements, or social media.
• Attend industry events or engage in community outreach to increase visibility.

7. Administrative Tasks

• Maintain detailed records of clients’ policies, premiums, and claims.
• Stay organized and manage appointments, renewals, and paperwork efficiently.

8. Compliance and Education

• Stay informed about industry changes, regulations, and insurance products.
• Ensure compliance with local, state, and federal laws governing insurance sales.
• Continuously update knowledge to better advise clients.

Highschool Diploma 2018