Altaisha McCartney

• 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.

• 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

• 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.

• 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.

Licensed Property and Casualty Agent

November 2020 - November 2025

• Professional development completed in Property and Casualty Insurance
• Continuing education in Personal Lines Property and Casualty Insurance
• Obtained Property and Casualty License in all 50 states