Allison N. Ray
New Albany,IN
Summary
Experienced Insurance agent with over 20 years of experience in the industry. Excellent reputation for resolving problems and improving customer satisfaction.
My goal is to obtain a challenging position, where my customer relations experience can be fully utilized to improve the growth and development of the organization.
Overview
20
20
years of professional experience
2
2
Certifications
Work History
Licensed Insurance Representative
Allstate Insurance
Floyds Knobs, IN
10.2016 - 12.2020
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Suggested new procedure to persuade cancelling customers to stay with company, decrease in cancellations & pre cancellations.
- Leveraged sales expertise to promote products and capitalized on upsell opportunities.
- Regularly exceeded daily sales and product add-on quotas.
- Maintained high standards of customer service by building relationships with clients.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Investigated and resolved customer inquiries and complaints quickly.
Licensed Insurance Agent
Allstate Insurance
Floyds Knobs, IN
03.2014 - 08.2016
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Quoted and calculated premium rates for policies, using rate book, and calculator.
- Handled approximately 400 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Calculated premiums and established payment methods for sales.
- Obtained underwriting approval by completing application for coverage.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Promoted Allstate products and services using upselling and other sales strategies.
Volunteer
Fulton County Animal Center
Rochester, IN
10.2011 - 04.2012
- Preparing and arranging weekly volunteer meetings.
- Helping the board develop events for fundraising Web site management and maintenance.
- Responsible for creating e-newsletter design and implementing through media outlets.
Licensed Insurance Agent
Consolidated Union
Logansport, IN
10.2010 - 09.2011
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided primary customer support to internal and external customers in fast-paced environment.
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Responded to customer requests for products, services and company information.
Jeweler
Premier Designs Jewelry
02.2009 - 02.2011
- Responsible for presenting products to clients based on their purchasing needs.
- Effectively networking to meet weekly sales goals.
- Asked open-ended questions to determine exactly what customers required, available budgets and target recipient for each purchase.
- Upsold warranties and purchase add-ons to customers to drive sales revenues and achieve sales goals.
- Met with customers throughout jewelry making processes to define needs and expectations, discuss budgets, showcase designs and assess satisfaction.
- Produced models for jewelry runs using materials such as wax, metal, clay and plaster.
Assistant Restaurant Manager
Dewey’s
West Chester, OH
04.2008 - 06.2010
- Greeted arriving customers.
- Provided exceptional service to each customer exceeding expectations.
- Trained and coached new employees.
- Supervised all areas of restaurant to keep it clean and well-maintained.
Commercial Lines Customer Service Specialist
Brands Insurance Agency, Inc
West Chester, OH
02.2000 - 11.2007
- Handled customer inquiries concerning change in coverage, renewal rates, and reinstatement procedures.
- Investigated premium posting errors, prepared requisitions for overpayment and refunds.
- Proficient in developing excellent relationship with clients and consultants.
- Experienced knowledge of analyzing provisions and exclusions of policies in order to decide eligible benefits.
- Support, adaptation to all situations, and working with new customers to implement excellent customer service.
Education
Associates - Business Administration
University of Cincinnati
Cincinnati, OHSkills
Property insurance
Auto insurance
Client needs analysis
Asset protection
Client relationship management
Account management
Certification
Life & Health Licensed - 2010
Timeline
Licensed Insurance Representative
Allstate Insurance
10.2016 - 12.2020
Licensed Insurance Agent
Allstate Insurance
03.2014 - 08.2016
Volunteer
Fulton County Animal Center
10.2011 - 04.2012
Licensed Insurance Agent
Consolidated Union
10.2010 - 09.2011
Jeweler
Premier Designs Jewelry
02.2009 - 02.2011
Assistant Restaurant Manager
Dewey’s
04.2008 - 06.2010
Commercial Lines Customer Service Specialist
Brands Insurance Agency, Inc
02.2000 - 11.2007
Associates - Business Administration
University of Cincinnati