Angela Baudy
New Orleans
Summary
Results-driven insurance producer with 30 years of sales experience. Proven track record in enhancing client satisfaction through tailored solutions and relationship building. Expertise in strategic planning and maintaining high professional and ethical standards, contributing to significant business growth.
Overview
26
26
years of professional experience
Work History
INSURANCE PRODUCER P&C Life and Health
Pinnacle Insurance Agency LLC
Harvey
04.2024 - Current
- Enhanced client satisfaction through tailored insurance solutions that met individual needs.
- Expanded client base by prospecting for new business opportunities and generating referrals.
- Responded promptly to inquiries from prospective and existing clients, ensuring exceptional service.
- Built strong client relationships by employing active listening and effective issue resolution.
REAL ESTATE AGENT
Windfeel Properties, LLC.
New Orleans
09.1999 - Current
- Achieved consistent sales growth through diverse tactics, including persuasion and strategic proposals.
- Demonstrated exceptional customer service and strong business acumen in real estate transactions.
- Leveraged strategic planning to identify market trends and optimize sales approaches.
- Established a reputation for delivering results within a well-respected real estate firm.
INSURANCE PRODUCER P&C
Trinity Agency LLC
Harvey
03.2023 - 04.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Relationship Building Communication.
- Customer Service & Support.
- Strategic Planning.
- Dedicated professional with 30 years of sales and customer service experience.
- Skilled at quickly learning new concepts, working effectively under pressure, and communicating ideas clearly.
- Strong interpersonal abilities that support positive clients and team relationships.
- Excels both independently and collaboratively.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
OFFICE MANAGER
Windfeel Properties, LLC.
01.2007 - 01.2009
- Prepare agendas and make arrangements for office meetings.
- Manage details of conference calls, in-house and off-site meetings, luncheons, travel arrangements, calendars, itineraries, agendas, and preparation of expense report.
- Act as a liaison between owner and other corporate personnel to ensure proper communication.
- Assisted in preparing contracts and sales proposals for clients.
- Distribute company sales marketing literature and follow-up with meeting arrangements as needed.
LOAN PROCESSOR
Windfeel Funding & Properties, LLC.
New Orleans
01.2003 - 01.2009
- Processed mortgage loans, including file opening, documentation ordering, and applicant pre-qualification.
- Prepared disclosure statements and submitted loans for approval.
- Evaluated financial details and background information of applicants.
Education
B.A. - Psychology
Southern University New Orleans
New Orleans, LASkills
- Sales expertise
- Professionalism and ethics
- Effective communication
Affiliations
- National Association of Realtors
- New Orleans Metropolitan Association of Realtors
Timeline
INSURANCE PRODUCER P&C Life and Health
Pinnacle Insurance Agency LLC
04.2024 - Current
INSURANCE PRODUCER P&C
Trinity Agency LLC
03.2023 - 04.2024
OFFICE MANAGER
Windfeel Properties, LLC.
01.2007 - 01.2009
LOAN PROCESSOR
Windfeel Funding & Properties, LLC.
01.2003 - 01.2009
REAL ESTATE AGENT
Windfeel Properties, LLC.
09.1999 - Current
B.A. - Psychology
Southern University New Orleans