Alexis Sanders
Toano,VA
Summary
Dynamic Licensed Insurance Agent with TTEC, adept at enhancing client satisfaction through tailored insurance solutions and exceptional service. Proven expertise in insurance sales and client relationship management, consistently exceeding sales targets. Skilled in policy management and critical thinking, leveraging CRM software to optimize client interactions and drive results.
Overview
5
5
years of professional experience
Work History
Licensed Insurance Agent
TTEC (Progressive)
12.2023 - Current
- Assisted clients in understanding insurance products and coverage options.
- Provided administrative support by processing policy applications and documentation.
- Maintained up-to-date knowledge of industry regulations and compliance requirements.
- Collaborated with team members to enhance customer service practices and client satisfaction.
- Conducted initial assessments to determine clients' insurance needs and risks.
- Utilized CRM software to track client interactions and manage follow-ups effectively.
- Participated in training sessions to develop product knowledge and sales techniques.
- 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.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- 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.
- 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.
Dispute and Fraud Analyst
TTEC (Bank of America)
07.2020 - 12.2023
- Analyzed and resolved customer disputes related to fraudulent transactions.
- Investigated account activity to identify and mitigate potential fraud risks.
- Collaborated with cross-functional teams to enhance fraud detection processes.
- Utilized advanced data analysis tools for trend identification in fraudulent cases.
- Leveraged analytical skills to identify patterns indicative of organized crime or other sophisticated attacks against the organization''s assets or customers'' interests.
- Assisted clients with resolving disputes effectively, minimizing negative impact on their accounts and overall experience.
- Delivered timely and accurate reporting on fraud trends, dispute volumes, and associated financial impacts to senior management.
- Identified fraudulent activities through meticulous analysis of transaction data and trends.
- Conducted in-depth investigations into complex cases, leading to successful recovery of lost funds.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
Education
High School Diploma -
Frisco High School
Frisco, TX06.2008
Skills
- Insurance sales expertise
- Insurance product expertise
- Client relationship management
- Client account management
- Client service
- Goal oriented approach
- Policy management
- Sales strategy development
- Insurance sales strategy
- Policy management expertise
- Policy adjustment
- Customer service
- Customer follow-up
- Licensed insurance agent
- Auto insurance
- Quotes and sales
- Upselling
- Policy renewals
- Client needs analysis
- Policy writing
- Property insurance
- CRM software
- Critical thinking
- Data entry
- Licensing requirements
Accomplishments
I am consistently in the top 10 every month for sales and upsells.
I am ranked number 8 out of 251 employees here at Progressive based on overall performance and exceeding metrics monthly
Timeline
Licensed Insurance Agent
TTEC (Progressive)
12.2023 - Current
Dispute and Fraud Analyst
TTEC (Bank of America)
07.2020 - 12.2023
High School Diploma -
Frisco High School