Licensed Insurance Agent (Progressive Insurance) — data tracking, analysis, and coaching on reporting practices
Provided data-driven analysis of customer information to support tailored recommendations for insurance solutions. Managed accurate data entry and customer record tracking to ensure integrity for downstream reporting and decision-making. Coached newer agents on data tracking and reporting practices to standardize how customer data was handled. • Analyzed customer data for actionable insights • Ensured accuracy of customer records through data entry • Used performance and reporting practices to guide agents • Standardized data tracking approaches for the team