Altaisha McCartney
Philadelphia,PA
Summary
Dedicated Licensed Property and Casualty Insurance Professional with history of exceeding company sales goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
12
12
years of professional experience
Work History
Licensed Property and Casualty Agent
Joe McKnight State Farm Independent Agency
01.2023 - 10.2024
- Generated quotes and proposals for clients to match individual needs.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
- Contributed to annual revenue goals by selling new services and developing new accounts.
- Provided comprehensive risk assessments for prospective clients, identifying potential gaps in coverage and recommending appropriate solutions.
- Increased client retention by providing exceptional customer service and addressing policyholder concerns promptly.
- Developed strong relationships with clients, resulting in referrals and new business opportunities.
- Utilized strong analytical skills to evaluate client needs and recommend appropriate policy enhancements or modifications as necessary.
- Leveraged advanced technology tools to streamline administrative tasks such as data entry, document management, and appointment scheduling.
- Spearheaded cross-selling initiatives within the agency, promoting complementary products such as life or health insurance policies alongside property/casualty offerings.
- Consistently met or exceeded sales targets through proactive outreach and effective networking strategies.
Licensed Property and Casualty Agent
USAA
11.2020 - 05.2021
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Maintained energy and enthusiasm in fast-paced environment
- Awarded top employee for excellent customer service and sales
Judicial Technician
Cobb County Magistrate Court
07.2015 - 09.2017
- Researched laws, court decisions and other documents relevant to cases before court to aide in judge's decision-making.
- Developed and maintained courteous and effective working relationships.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Call center Environment and Courtroom
- Demonstrated adaptability when faced with new challenges or technologies, enabling quick mastery of necessary skills.
Sales Associate
Wells Fargo Bank
01.2013 - 06.2015
- Increased sales by offering advice on purchases and promoting additional products.
- Awarded top employee for excellent customer service and sales
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
- Managed conflict resolution with dissatisfied customers professionally, resulting in improved customer retention rates.
Education
Licensed Life And Health Agent - Life And Health Insurance
Pat Scanlan Life Insurance School
Marietta, GA04.2023
Licensed Property And Casualty - Insurance
Kaplan University
Fort Lauderdale, FL11.2020
Skills
- Portfolio Management
- Product Knowledge
- Processing Procedures
- Digital Databases
- Data Analysis
- Client Inquiries
- Customer Relationships
- Customer Satisfaction
- Operational Efficiency
Timeline
Licensed Property and Casualty Agent
Joe McKnight State Farm Independent Agency
01.2023 - 10.2024
Licensed Property and Casualty Agent
USAA
11.2020 - 05.2021
Judicial Technician
Cobb County Magistrate Court
07.2015 - 09.2017
Sales Associate
Wells Fargo Bank
01.2013 - 06.2015
Licensed Life And Health Agent - Life And Health Insurance
Pat Scanlan Life Insurance School
Licensed Property And Casualty - Insurance
Kaplan University
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