Michelle Lucas
Tinton Falls,NJ
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Insurance Agency Owner
AAA Insurance Company
Toms River, NJ
09.2023 - Current
- Mentored junior agents to enhance their sales skills and industry knowledge, fostering a high-performance team environment.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Expanded agency operations by identifying new market opportunities and implementing strategic growth initiatives.
Insurance Agency Owner
Farmers Insurance Company
Toms River, NJ
04.2014 - 09.2023
- Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
- Collaborated with underwriters in creating customized insurance packages suited to the specific requirements of both individual and corporate clientele.
- Created a $2 million dollar book of business from scratch by developing relationships with customers through referrals, local events, and chamber of commerce networking.
- Managed and organized my client's files, scheduled meetings with realtors and customers, and managed the accounting for the office.
- Ensured compliance with all federal/state regulations as well as company policies while managing daily operations of the insurance agency.
Education
High School Diploma -
Long Branch High School
Long Branch, NJ06.1985
Skills
- Decision-Making
- Business Forecasting
- Product Promotion
- Direct Sales
- Bookkeeping
- Work Planning and Prioritization
- Goal Setting
- Customer Service Management
- Effective leader
- Database Maintenance
- Proficient in Word, Outlook, PowerPoint, & Excel
Additional Information
I have my P&C Insurance License as well as my Health & Life Insurance License.
Timeline
Insurance Agency Owner
AAA Insurance Company
09.2023 - Current
Insurance Agency Owner
Farmers Insurance Company
04.2014 - 09.2023
High School Diploma -
Long Branch High School