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Alexandra Gagnon

@alexandragagnon

Insurance sales and customer service professional focused on helping clients with policies, service requests, and account needs.

United States
Message

What I'm looking for

I’m looking to grow in the insurance field by using my customer care and sales experience, supporting policy service end-to-end, and continuously learning—especially as I work toward my life & health license—while delivering excellent customer service.

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

SA
Current

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.

Education

Degrees, certifications, and relevant coursework

CL

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.

IC

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.

Tech stack

Software and tools used professionally

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