Dynamic Licensed Sales Agent with a proven track record at Monarch Insurance Group, showcasing insurance sales and product expertise. Leveraged teamwork and professionalism to exceed sales quotas and expand client bases through strategic marketing and referral networks. Demonstrated adaptability and problem-solving skills, significantly enhancing client satisfaction and market share.
Overview
13
13
years of professional experience
Work History
Licensed Sales Agent
Monarch Insurance Group
11.2017 - 02.2025
Expanded client base through targeted marketing efforts.
Provided ongoing support to colleagues as needed, fostering a collaborative work environment focused on achieving shared goals.
Developed a referral network of satisfied clients, leading to increased business growth through word-of-mouth recommendations.
Streamlined the quoting process, improving efficiency and reducing time spent on administrative tasks.
Implemented effective sales strategies that resulted in increased market share within the territory assigned.
Increased client satisfaction by providing personalized insurance recommendations based on individual needs.
Established trust with diverse clientele by demonstrating empathy, professionalism, and expertise throughout all engagements.
Contributed to team success by consistently meeting and surpassing sales targets set by management.
Maintained up-to-date knowledge of industry trends, products, and regulations to provide accurate advice to clients.
Enhanced company reputation through exceptional customer service and building strong relationships with clients.
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Exceeded corporate quotas for monthly policy sales.
Licensed Sales Agent
Andrew Rice Insurance Group
06.2012 - 11.2017
Expanded client base through targeted marketing efforts.
Provided ongoing support to colleagues as needed, fostering a collaborative work environment focused on achieving shared goals.
Developed a referral network of satisfied clients, leading to increased business growth through word-of-mouth recommendations.
Streamlined the quoting process, improving efficiency and reducing time spent on administrative tasks.
Implemented effective sales strategies that resulted in increased market share within the territory assigned.
Increased client satisfaction by providing personalized insurance recommendations based on individual needs.
Maintained up-to-date knowledge of industry trends, products, and regulations to provide accurate advice to clients.
Boosted sales revenue by accurately identifying cross-selling opportunities during client interactions.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Exceeded corporate quotas for monthly policy sales.
Education
High School Diploma -
Creekview High School
Carrollton
03-2001
Skills
Insurance sales expertise
Insurance product expertise
Product presentation
Teamwork and collaboration
Problem-solving
Professionalism
Product knowledge
Time management
Attention to detail
Multitasking
Reliability
Adaptability
Licensed in P&C and Life and Health
Licensed since 2007
Timeline
Licensed Sales Agent
Monarch Insurance Group
11.2017 - 02.2025
Licensed Sales Agent
Andrew Rice Insurance Group
06.2012 - 11.2017
High School Diploma -
Creekview High School
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