Andrea Davis
Kansas City,MO
Summary
Results-driven independent insurance agent with extensive experience in B2B sales, lead generation, and building strong partnerships with area businesses and schools. Proven ability to gain trust with potential customers by establishing positive interactions and building lasting relationships while presenting product offerings based on specific needs. Detail-oriented individual with exceptional communication and project management skills with a proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Core competencies include: Client Relationship Management | Public Relations | Adaptability | Client Retention | Collaborative Learner | Time Management | B2B Lead Generation | Needs Assessment | Data Management | Proficient in Salesforce | Life and Health Insurance Certification | Substitute Certification of License to Teach
Overview
24
24
years of professional experience
1
1
Certification
Work History
Family Heritage Product Provider
FAMILY HERITAGE LIFE
Kansas City, MO
04.2021 - Current
- Educated potential clients on products and services offered.
- Generated warm leads from businesses and individuals to increase sales opportunities in regard to Supplemental Health benefits.
- Maintained detailed customer records to aid in efficient customer service during the claims process as well as annual policy reviews.
- Ensured exceptional customer service by going above and beyond for each and every customer.
Internet Lead Manager
UNITED ACCESS
Kansas City, MO
04.2017 - 05.2020
- Managed team of 6 internet agents providing accessible vehicles and related products to clients with disabilities.
- Evaluated agents regarding timely and accurate customer contact and lead entry using Salesforce reports, with team consistently exceeding connection goal by 5% to 10%.
- Achieved 100% employee retention for department through weekly one-on-one meetings, developing goals and discussing ways to improve morale and job satisfaction.
- Processed internet leads from company/manufacturer websites to increase sales opportunities.
- Provided system/process training via web meetings, supporting ~8 department employees and ~50 companywide.
- Streamlined lead entry and customer connection processes to increase efficiency and modified email communications to be more relatable and specific to client needs.
- Ensured exceptional customer service by going the extra mile, including coordinating services after hours to meet or exceed client needs.
Customer Service Representative/Rental Coordinator/Sales
UNITED ACCESS
Kansas City, MO
03.2015 - 03.2017
- Assisted customers with afterhours vehicle rentals in person and via phone, including delivering vehicles, demonstrating features/options, and verifying insurance to confirm proper coverage.
- Met or exceeded sales goals by maintaining regular communication with customers through sales/service emails.
- Processed rental reservations using Rent Centric and quotes/invoices using Syspro.
- Inspected rentals before and after reservations for cleanliness and optimal operation.
Customer Service Representative
UNITED ACCESS
Kansas City, MO
08.2014 - 03.2015
- Greeted and assisted customers, provided sales support, and created and maintained customer files.
- Collected and processed payments, prepared bank deposits, and monitored/controlled petty cash.
- Developed and processed quotes and invoices using Syspro.
Marketing/Office Manager
HANDICAP CONVERSIONS INC.
Kansas City, MO
03.2002 - 08.2014
- Educated clients on products and services offered, gaining insight into client companies to cultivate lasting relationships and develop referral business. Made quarterly visits to local companies to promote products.
- Supported sales team by answering customer questions, demonstrating products on display, generating sales documents, and receiving/processing payments.
- Processed payroll for 7 employees, handled accounts payable/receivable, and managed inventory.
- Served as liaison between executives and employees, ensuring effective communications.
Education
Bachelor of Arts - Psychology
UNIVERSITY OF MISSOURI KANSAS CITY
Kansas City, MOSkills
- Microsoft Office 365 (Teams, SharePoint, Excel, Word, Outlook)
- Salesforce
- ADP Payroll
- Webex
- Zoom
- Friendly, positive attitude
- Teamwork and collaboration
- Problem-solving
- Multitasking
- Dependable and responsible
- Attention to detail
- Customer service
- Critical thinking
- Active listening
Affiliations
BNI
Certification
- Licensed in Health & Life Insurance - 04/2021 to current
- Substitute Certification of license to teach - 06/2025 to current
Timeline
Family Heritage Product Provider
FAMILY HERITAGE LIFE
04.2021 - Current
Internet Lead Manager
UNITED ACCESS
04.2017 - 05.2020
Customer Service Representative/Rental Coordinator/Sales
UNITED ACCESS
03.2015 - 03.2017
Customer Service Representative
UNITED ACCESS
08.2014 - 03.2015
Marketing/Office Manager
HANDICAP CONVERSIONS INC.
03.2002 - 08.2014
Bachelor of Arts - Psychology
UNIVERSITY OF MISSOURI KANSAS CITY