Influential Insurance Sales Agent with 15 years of experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales. Proficient in Allstate's software, many other software platforms and CRM's.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Agency Manager/Licensed Insurance Producer
Holmes Insurance Agency
Shreveport, LA
03.2016 - Current
Maintained personnel files and regularly conducted audits to verify accuracy of information.
Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
Protected client and co-worker confidentiality, maintained data privacy compliance and adhered to HIPAA restrictions & The Department of Insurance for Louisiana, Texas & Arkansas.
Approved staff hiring, termination, promotions and department transfers.
Trained and guided team members to maintain high productivity and performance metrics. Attended Dealership sales meeting and training.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Managed purchasing, sales, marketing and customer account operations efficiently.
Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Conducted annual reviews of existing policies to update information.
Identified and solicited sales prospects in agency databases.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Supervised team members to meet with every client for an insurance review before each vehicle purchased through Holmes Auto Group. Exceeded company standards with 95% retention ratio in 4 European dealerships and 98% retention ratio within 2 Honda dealerships.
Insurance Sales Agent
Stewart Kile Farmers Insurance Agency
Beaumont, Texas
05.2013 - 03.2016
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.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sold auto, home, life, health, commercial and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Drove team revenue totals by bringing in top sales numbers.
Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
Conducted annual reviews of existing policies to update information.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Launched, & sold health insurance and Affordable Care Act within the agency. Trained the staff and existing agent on the formats, sustained retention with adding an additional line of insurance and exceeded the initial sales goals.
Insurance Sale Agent
Jim Pledger State Farm Insurance
Natchitoches, Louisiana
10.2008 - 05.2013
Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
Offered each customer top-notch, personal service to boost sales and customer satisfaction.
Assisted call-in customers with questions and orders.
Approached each problem with fresh mind and analytical strategies to quickly resolve concerns.
Performed cold-calling and follow-ups with leads to secure new revenue.
Identified new targets, developed new business opportunities and presented product lines to customers.
Used Salesforce CRM software to record personal information and purchases of contacted prospects.
Introduced initiatives to establish programs providing long-term residual income.
Used Dash & Eagent to track pipeline activity and analyze sales trends.
Education
Marketing Management And Research
Louisiana State University
Baton Rouge, LA
2000
Business/Marketing
North Western State University
Natchitoches, LA
1997
High School Diploma -
All Saints Episcopal High School
Vicksburg, MS
1997
Skills
Administrative Support
Marketing Strategy Development
Policy Renewals
Insurance Requirements
Financial Needs Assessment
Operational Efficiency
Corporate Social Responsibility
Promotions and Marketing Strategies
Customer Complaint Resolution
Team Meetings
Clientele Development
Certification
Property & Casualty, Insurance Licensed in Louisiana, Texas & Arkansas by Department of Insurance - 2008-Present
Life, Health & Accident Licensed in Louisiana, Texas & Arkansas by Department of Insurance - 2008-Present
Honor Ring, Circle of Champions & Commitment to Excellence winner for 4 years with Allstate.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Agency Manager/Licensed Insurance Producer
Holmes Insurance Agency
03.2016 - Current
Insurance Sales Agent
Stewart Kile Farmers Insurance Agency
05.2013 - 03.2016
Insurance Sale Agent
Jim Pledger State Farm Insurance
10.2008 - 05.2013
Marketing Management And Research
Louisiana State University
Business/Marketing
North Western State University
High School Diploma -
All Saints Episcopal High School
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