Summary
Overview
Work History
Education
Skills
Licenses
Timeline
Generic

Allison Lee

Northport

Summary

Dynamic professional with a proven track record at Alfa Insurance, excelling in customer relationship development and lead prospecting. Achieved consistent sales growth by leveraging goal-oriented strategies and exceptional customer service. Skilled in teamwork and clear communication, adept at fostering client loyalty and enhancing team productivity.

Overview

14
14
years of professional experience

Work History

Associate Agent

Alfa Insurance
01.2018 - Current
  • Developed new business and managed new and existing clients.
  • Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the company.
  • Leveraged CRM software to track client interactions and identify sales opportunities.
  • Increased customer satisfaction with personalized follow-up strategies.
  • Skilled at working independently and collaboratively in a team environment.

Sales Associate

Tuscaloosa Toyota
02.2011 - 12.2018
  • Built relationships with customers to encourage repeat business.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Engaged with customers to effectively build rapport and lasting relationships.
  • Assisted in training new staff members on company policies, product information, and sales techniques for a seamless onboarding experience.
  • Enhanced team productivity by fostering a positive work environment and providing support to colleagues as needed.
  • Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.

Education

Tuscaloosa County High
Northport
05.2017

Skills

  • Goal-oriented mindset
  • Customer relationship development
  • Customer service and care
  • Clear communication
  • Relationship building
  • Lead prospecting
  • Resolving customer issues
  • Teamwork and collaboration
  • Attention to detail

Licenses

Licenses in Property & Casualty and Life & Health

Timeline

Associate Agent

Alfa Insurance
01.2018 - Current

Sales Associate

Tuscaloosa Toyota
02.2011 - 12.2018

Tuscaloosa County High
Allison Lee