Charleta Smith
Bellwood
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
8
8
years of professional experience
2009
2009
years of post-secondary education
1
1
Certification
Work History
Insurance Agent
Primerica
Chicago
07.2025 - Current
- Delivered insurance policy information to clients effectively and clearly.
- Assisted clients in selecting appropriate coverage options based on needs.
- Conducted regular follow-ups to ensure client satisfaction and retention.
- Educated clients on financial products and investment opportunities available.
- Managed client records and documentation using company systems accurately.
- Developed strong relationships with clients through consistent communication efforts.
Realtor
Keller Williams
Chicago
09.2023 - Current
- Assisted clients with property viewings and inquiries.
- Maintained up-to-date knowledge of local real estate market trends.
- Coordinated open houses to showcase properties effectively.
- Developed marketing materials to promote listings and attract buyers.
- Collaborated with other agents to share insights and best practices.
- Prepared documents such as purchase agreements, deeds, leases and other legal documents related to real estate transactions.
- Scheduled home viewings with potential buyers.
- Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases.
Bus Operator
Pace
Melrose Park
07.2017 - 05.2025
- Operated buses safely across designated routes for public transportation.
- Ensured passenger safety by conducting pre-trip inspections and following protocols.
- Assisted passengers by providing route information and addressing inquiries politely.
Education
Charles P. Steinmetz
Chicago, ILSkills
- Policy writing
- Client consultation
- Risk assessment
- Claims processing
Customer Service
Certification
- Real Estate
- Class A Cdl license
- Illinois Life License
Affiliations
- Shooting pool
- Rock climbing
- Listening to music
- Cleaning
Timeline
Insurance Agent
Primerica
07.2025 - Current
Realtor
Keller Williams
09.2023 - Current
Bus Operator
Pace
07.2017 - 05.2025
Charles P. Steinmetz