Alexandra Gagnon
@alexandragagnon
Insurance sales and customer service professional focused on helping clients with policies, service requests, and account needs.
What I'm looking for
I’m an insurance professional committed to providing the best customer service while using the skills I’ve built to keep learning in the insurance field. At a State Farm Agency, I answer phone calls from current insureds and prospects, take detailed notes, set tasks as needed, and support sales and service for auto and fire policies.
I also manage ECRM tasks, BOD, payments, sales leads, and referral/review requests—using the provided computer applications and resources to better assist customers with their needs. I stay current with license requirements and help ensure smooth interactions around policy service and sales.
Before insurance, I worked as a Member Service Representative at Ent Credit Union (now Wings), handling cash transactions, deposits/withdraws, check deposits/cashing, and fraud-related activity, while following banking laws and regulations including BSA. Earlier roles in hospitality and as a Barista/Cashier strengthened my customer-first mindset, attention to detail, and ability to perform in fast-paced environments—I’m now aiming to expand into life & health licensing.
Experience
Work history, roles, and key accomplishments
State Farm Agency Team Member
State Farm Agency
Aug 2023 - Present (2 years 10 months)
Handled inbound calls for insureds and prospects, documenting interactions, setting follow-up tasks, and supporting auto and fire policy sales and service. Managed ECRM-related sales/service tasks, payments, and referrals while assisting customers with their requests and license requirements.
Member Service Representative
Ent Credit Union (Wings)
Feb 2022 - Mar 2023 (1 year 1 month)
Provided call-center and branch member service, performing cash handling and processing deposits, withdrawals, and check transactions. Followed banking laws and regulations (including BSA), supported credit card sales, and provided loan/investment referrals to loan officers.
Barista/Cashier
Creative Dining Services
Jul 2021 - Feb 2022 (7 months)
Prepared and served coffee drinks while operating a cash register and handling daily cash transactions. Provided front-line customer support by answering phones, maintaining a clean dining area, and supporting additional tasks as needed.
Hostess
Garden of the Gods Club and Resort
Aug 2020 - Jul 2021 (11 months)
Greeted and seated guests in a hospitality setting while answering phones and making reservations. Supported service operations by bussing tables, maintaining a clean work environment, and delivering a personalized guest dining experience.
Education
Degrees, certifications, and relevant coursework
Colorado P&C Insurance Licensing
Property & Casualty (P&C) License, Insurance
Holds a current Property & Casualty (P&C) insurance license in Colorado. Follows license renewal and ongoing requirements as needed.
Insurance Continuing Education (CE)
Continuing Education (CE), Insurance
Completes continuing education and renewal requirements to maintain insurance licensure. Actively stays current with ongoing education needs.
Availability
Location
Authorized to work in
Job categories
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