Beth Ritz
Grayson
Summary
Dynamic insurance professional with a proven track record at J W Potts Insurance Agency, excelling in customer service and compliance. Skilled in developing tailored insurance plans and enhancing client retention through proactive engagement. Licensed agent with a strong commitment to professionalism and ethics, driving sales success and operational efficiency.
Overview
29
29
years of professional experience
Work History
Insurance Agent
J W Potts Insurance Agency
11.2016 - 05.2024
- Developed comprehensive insurance plans tailored to client needs.
- Conducted detailed policy reviews to ensure compliance and accuracy.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Collaborated with team members to enhance operational efficiency in claims processing.
Loan Processor
Doolin Security Savings Bank
05.2015 - 05.2016
- Reviewed loan applications for accuracy and completeness.
- Coordinated communication between borrowers, underwriters, and real estate agents.
- Processed loan documentation in compliance with federal regulations and bank policies.
- Evaluated credit reports to assess borrower eligibility for various loan products.
Loan Processor/Teller
Bayer Heritage Federal Credit Union
05.2012 - 03.2014
- Process loan applications efficiently, ensuring compliance with credit union policies and regulations.
- Review financial documents for accuracy and completeness, facilitating timely loan approvals.
- Communicate effectively with members to gather necessary information and resolve inquiries.
- Collaborate with underwriting team to streamline decision-making processes and improve turnaround times.
Insurance Sales Agent
Lisa Shepherd State Farm Ins Agency
06.2007 - 11.2011
- Developed comprehensive insurance policy recommendations tailored to client needs.
- Conducted thorough assessments of clients' insurance requirements and provided suitable solutions.
- Managed client relationships, ensuring ongoing communication and addressing concerns promptly.
- Collaborated with team members to streamline sales processes and enhance customer service delivery.
Insurance Agent
J W Potts Insurance Agency
02.2001 - 05.2006
- Educated clients on coverage options, helping them make informed decisions.
- Utilized CRM software to track client interactions and streamline communications.
- Mentored new agents on best practices for client engagement and sales techniques.
- Implemented strategies to improve client retention rates through proactive follow-ups.
Furniture Sales Associate and Collections CRS
Heilig Meyers Furniture
10.1995 - 01.2000
- Assisted customers in selecting furniture solutions that fit their style and budget.
- Demonstrated product features and benefits to enhance customer understanding and satisfaction.
- Managed inventory levels, ensuring availability of popular items for sales transactions.
- Collaborated with team members to create visually appealing store displays, boosting customer engagement.
Education
No Degree - General Studies For Teaching
West Virginia Northern Community College
New Martinsville WV 26155High School Diploma - Secretarial Science/Business Administration
Magnolia High School
New Martinsville WV 2615505.1991
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
WV Licensed Insurance Agent #7002879
Public Notary Dates June 2008 - August 2027
Timeline
Insurance Agent
J W Potts Insurance Agency
11.2016 - 05.2024
Loan Processor
Doolin Security Savings Bank
05.2015 - 05.2016
Loan Processor/Teller
Bayer Heritage Federal Credit Union
05.2012 - 03.2014
Insurance Sales Agent
Lisa Shepherd State Farm Ins Agency
06.2007 - 11.2011
Insurance Agent
J W Potts Insurance Agency
02.2001 - 05.2006
Furniture Sales Associate and Collections CRS
Heilig Meyers Furniture
10.1995 - 01.2000
No Degree - General Studies For Teaching
West Virginia Northern Community College
High School Diploma - Secretarial Science/Business Administration
Magnolia High School