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
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
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