Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Manage Customer Interactions via phone and email using Salesforce – addressing inquires, resolving issues and providing high-quality support
Generate COI’s and processed policy endorsements
Handle customer cancellations, refunds, and fees via Stripe
Quote and issue renewal policies
Utilize Postman for API testing and integrations to streamline processes and enhance customer experience.
Insurance Retention / Renewal Lead
Renegade Insurance
Remote
01.2021 - 12.2022
Responsible for remarketing and renewing over $10m in trucking insurance premium
Work collaboratively with, and report to c-suite executives on a daily basis
Lead a small team, assigning weekly tasks and monitoring progress
Managed sales cycle from start to finish.
Personal Lines Sales Representative
Eddys Insurance Group
Wichita, KS
02.2020 - 01.2021
Sourced leads via call, sms, social media
Managed sales process from start to finish
Quoted and sold home and auto insurance using an EasyLynx quoting software
Marketed leads through multiple carriers – acted as a brokerage for customers.
Sales Representative
VASA Fitness
Wichita, KS
06.2018 - 06.2020
Responsible for sales process from start to finish
Contacted leads via call and SMS, set in-person appointments, gave tours of the gym
Gave presentations and sold memberships, personal training packages.
Customer Service and Sales Representative
American Family Insurance
Wichita, KS
05.2017 - 06.2018
Responsible for answering phones and being the first person that customers see when they walk in – being the gatekeeper and assisting customers who wanted to speak to the agent
Quoted endorsements, provided documents
Cross-sold current customers when they called or came into office
Responsible for documentation, organization.
Inbound Sales Representative
Progressive Insurance
Colorado Springs, CO
06.2016 - 05.2017
Quoted and auto insurance in a call center environment
Responsible for documentation, accurate quotes, and follow-ups
Educated potential insureds on the true purpose of each coverage.
Education
Bachelor's Degree - Business Administration
Kansas State University
05.2024
Skills
Customer Experience
Sales
Payment Processing
Account Management
Attention to Detail
Adaptable
Quick learner
Quality Assurance
Organization
Microsoft
Stripe
Salesforce
CRM Software
Client Advocacy
Certification
Property & Casualty Insurance, Licensed in all 50 states