Summary
Overview
Work History
Education
Skills
Timeline
Generic

Judy Weitzel

Grand Island

Summary

Employed by the same insurance agency for almost 41 years. The agency name has changed twice since I started in 1985 but I still service some of the same clients. I take pride in my loyalty to the agency. Started as the receptionist and three months later I got my Property and Casualty License. I eventually moved into the agent/customer service role working in the personal lines department. When there were more employees, I was the department manager. Trained new co-workers on the computer and office procedures. I got my life and health license but never worked in that department. In 1994 I got the CISR designation, keeping up with continuing education for this and my agent's license renewals. Proficient in using Applied's EPIC Agency Management Software and several insurance company websites.

Overview

41
41
years of professional experience

Work History

Insurance Agent/Customer Service Representative

Edgewater Insurance, LLC
Grand Island, NE
07.1985 - Current

Quote, sell and service personal lines insurance policies.

  • Developed customized insurance solutions to meet client needs and enhance coverage options.
  • Educated clients on policy details, benefits, and claims processes for informed decision-making.
  • Cultivated strong client relationships through effective communication and timely follow-ups.
  • Analyzed market trends to identify opportunities for new product offerings and improved services.
  • Mentored junior agents in best practices for client engagement and policy management.

Education

Secretarial And Accounting - Secretarial And Accounting

Central Community College
Grand Island, NE
12-1981

High School Diploma -

Harvard Public Schools
Harvard, NE
05-1980

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Client needs analysis
  • Client retention
  • Claims reporting systems
  • Critical thinking
  • Policy Knowledge
  • Insurance coverage verification

Timeline

Insurance Agent/Customer Service Representative

Edgewater Insurance, LLC
07.1985 - Current

Secretarial And Accounting - Secretarial And Accounting

Central Community College

High School Diploma -

Harvard Public Schools
Judy Weitzel