Aimee Russell
Temple,TX
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Allstate
06.2018 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
- Promoted products and services using upselling and other sales strategies.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
- Provided coverage option information to assist clients in protecting assets.
- Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
- Upsold additional products and services after identifying customer needs and requirements.
- Developed customized presentations for prospective clients that highlighted relevant products and benefits based on their unique needs.
- Reduced claim disputes by clearly explaining policy provisions to clients at the time of sale and during policy renewals.
- Increased agency efficiency by implementing standardized processes for policy administration, data entry, and client communication.
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
- Expanded referral network through proactive relationship building with community partners, such as real estate agents and financial planners.
- Fostered strong relationships with carrier representatives to stay informed on new offerings and underwriting guidelines, improving the ability to match clients with appropriate coverage options.
- Monitored industry trends to stay current on emerging risks, allowing proactive identification of potential gaps in client coverage.
- Mentored junior staff members in sales techniques, product knowledge, and regulatory compliance to improve overall team performance.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Utilized CRM software to manage client relationships.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Cross-sold insurance products to existing clients to reach sales targets.
Scheduling Coordinator
Girling
02.2015 - 06.2018
- Utilized advanced software tools like Excel, Outlook, and scheduling-specific platforms to effectively manage comprehensive appointment calendars.
- Proactively identified scheduling issues and developed quick solutions to promote efficiency and profitability.
- Managed daily scheduling conflicts to reduce operational backlogs and support full shift-coverage.
- Communicated scheduling changes to staff members, implementing proof-of-receipt to reduce errors.
- Worked with manager and supervisor to plan and coordinate production schedules.
- Optimized workflow by prioritizing tasks based on urgency and aligning staff assignments accordingly.
- Fostered a positive work environment by addressing employee schedule concerns in a timely manner and with empathy.
- Supported company growth by effectively managing an increasing volume of scheduling requests without compromising service quality.
- Developed strong working relationships with management and executive team through effective scheduling and communication skills.
- Generated reports and tracked data to monitor operational priorities and scheduling.
- Reduced employee overtime costs by closely monitoring work hours and strategically adjusting schedules as needed.
- Maintained accurate records of employee time off requests, facilitating fair distribution of vacation days among staff members.
- Enhanced scheduling efficiency by implementing automated systems and optimizing coordination processes.
- Gathered employee data to develop monthly work schedules, enabling proper staffing for departments for each shift.
- Streamlined communication between departments for improved schedule adherence and reduced conflicts.
- Implemented time-blocking and schedule notifications to optimize time management.
Education
No Degree - Speech Communication And Rhetoric
Texas State
San Marcos05.2027
Skills
- Insurance sales expertise
- Risk Assessment Knowledge
- Insurance product expertise
- Client Relationship Management
- Client Retention
- Client Account Management
- Goal Oriented Approach
- Client Service
- Policy Management
- Underwriting principles
- Marketing techniques
- Sales strategy development
Certification
P&C License held in Texas
Life License held in Texas
Timeline
Licensed Insurance Agent
Allstate
06.2018 - Current
Scheduling Coordinator
Girling
02.2015 - 06.2018
No Degree - Speech Communication And Rhetoric
Texas State