Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Have had history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and love to service clients in making sure they get the best possible experience, Hungry in achieving success and growing within a company.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sales Agent
Branch Insurance Financial
01.2023 - 06.2023
Increased sales and customer satisfaction through personalized servicing.
Assisted call-in customers with questions.
Offered each customer top-notch, personal service to boost sales and customer satisfaction.
Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
Achieved goal in my first month on the sales floor.
Adjusted well in every circumstance since this was a start up company.
Insurance Account Manager/ Producer
Sarbu & Stan Insurance Services
08.2021 - 12.2022
Provided great customer service to retain clients and cross sell insurance products
Processed changes requests per clients and agency producers
Responded to customer requests for products, services and company information. Have serviced both personal/ commercial policies,
Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
Initiated outbound customer calls to review policy reviews and late payments to avoid lapse in coverage.
Answered constant flow of customer calls with minimal wait times.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Sold auto, home, and other various insurance products to individuals and groups within assigned territory using consultative selling techniques.
Loan Consultant
Crosscountry Mortgage Inc
02.2019 - 08.2021
Displayed consistent, positive attitude towards clients and peers, even during high-stress situations
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
Created sources for client referrals within community and with businesses using extensive networking skills and networking events
Reviewed customer applications closely to identify the ability to qualify for certain loan programs
Generated numerous valuable leads through outbound phone calls (cold calls) to local consumers and businesses
Worked with numerous attorneys, insurance agents, real estate agents to grow my network of referrals
Maintained open communication with old clients to cement relationships, drive referrals and obtain repeat business
Made in range of about 200 outbound calls to potential prospects that were converted over to clients
Sales Executive
AZ Royal Granite & Remodeling
04.2018 - 02.2019
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
Researched sales opportunities and possible leads to exceed sales goals and increase profits.
Analyzed past sales data and team performance to develop realistic sales goals.
Developed positive, performance-based internal sales and marketing culture to include mentoring staff.
Commercial Lines Senior Account Specialist at WADE-AIS Insurance A Branch of TWFG InsuranceCommercial Lines Senior Account Specialist at WADE-AIS Insurance A Branch of TWFG Insurance
Sales Manager at GGI Nippon Life Insurance (Nippon Life Japan Insurance Branch)Sales Manager at GGI Nippon Life Insurance (Nippon Life Japan Insurance Branch)