Angie Elgie
Sharonville,United States
Summary
Experienced with team leadership, customer engagement, and service improvement and sales. Utilizes strategic planning, training and development to enhance sales and customer satisfaction. Track record of driving team collaboration and achieving business goals as a team and individually.
Overview
18
18
years of professional experience
Work History
Insurance Broker
Drugdental LLC
10.2017 - Current
- Evaluated accuracy and quality of data entered into agency management system.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Improved operational efficiency by implementing new technologies that streamlined policy quoting and comparison processes.
- Aetna Top Producer 2019 and 2021.
- United HealthCare Premier Producer 2025.
Sales and Service Manager
US Bankcorp
10.2014 - 10.2017
- Championed a customer-centric culture within the organization, fostering a positive work environment that prioritized client satisfaction.
- Developed a high-performing sales team through effective coaching, mentoring, and performance management.
- Enhanced customer satisfaction rates by delivering exceptional service and promptly addressing concerns.
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Circle of Excellence 2016
Licensed Banker
Fifth Third Bank
10.2007 - 10.2014
- Strengthened client relationships with proactive account management and prompt resolution of issues.
- Promoted a culture of continuous learning within the branch, encouraging team members to stay current on industry trends and developments.
- Enhanced branch revenue by cross-selling various banking products and services to existing and prospective clients.
- Developed strong relationships with clients, providing personalized financial advice and investment recommendations.
- Completed outbound calls to solicit business and revenue for investment and mortgage department.
- Series 6 and 63 and Life and Health Licenses
Education
High School Diploma -
Streetsville Secondary School
Mississauga, Ontario CanadaNo Degree - Applied Psychology
Palo Alto College
San Antonio, TXSkills
- Team building and leadership
- Verbal and written communication
- Training and mentoring
- Quotes and sales
- Client retention
- Bilingual Spanish
- Client account management
- Insurance sales
- Team leadership
Timeline
Insurance Broker
Drugdental LLC
10.2017 - Current
Sales and Service Manager
US Bankcorp
10.2014 - 10.2017
Licensed Banker
Fifth Third Bank
10.2007 - 10.2014
High School Diploma -
Streetsville Secondary School
No Degree - Applied Psychology
Palo Alto College