Salesforce
Anna Braisted
Sr. Specialty Inside Sales Representative
Grand Rapids,MI
Summary
Results-driven Sr. Inside Sales Representative bringing proven skills in maximizing opportunities to improve business operational performance and implementation of efficient processing. Vast knowledge of business best practices, regulatory standards and optimal analytical skills to support growth and success. Accountable for coordinating and mentoring personnel to promote workplace morale and productivity.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
Work History
Sr. Sales Representative
Farmers Group Inc.
Caledonia, MI
03.2019 - Current
- Identified customer needs by asking appropriate, open-ended questions.
- Developed exceptional interpersonal, speaking and listening skills from talking with both customers and upper management.
- Optimized workflow processes and monitored weekly sales to draft personal reports for continuous improvement planning.
- Motivated sales team to increase KPIs by10% by October 2021.
- Collaborated with internal teams to develop Peer-to-Peer training videos on sales effectiveness to achieve sales to calls ratio.
- Acknowledged for achieving 20% increase in sales.
- Used Foremost Mainframe and Salesforce to maintain company database with essential account and sales information.
- Analyzed key aspects of sales performance to evaluate factors driving results and summarized into data visualization.
- Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
Sr. Direct Service Representative
Farmers Group Inc.
Caledonia, MI
02.2018 - 02.2019
- Documented customer contact in SRM to maintain record of customer interactions and elevate quality of service.
- Reviewed and adjusted customer coverage levels to address, identify and resolve customer conflicts.
- Adhered to underwriting, rating and compliance criteria and guidelines to determine associated financial risks.
- Shared knowledge and expertise with co-workers to foster awareness and increase staff productivity.
- Incorporated cross-selling and upselling techniques to generate sales and profits and increase referral retention rates
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Provided onboarding and guidance to other sales representatives to meet sales goals while growing opportunities for Foremost Specialty business.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Met customer call guidelines for service levels, handle time and productivity.
- Increased efficiency and team productivity by promoting operational best practices.
- Trained new personnel regarding company operations, policies and services.
Quality Assurance Evaluator
Farmers Insurance Group
Caledonia, MI
01.2017 - 02.2018
- Streamlined QA processes by working closely with development teams and staying abreast of changing governance compliances.
- Conducted on going data points with behavioral based observations of testing to evaluate comprehensive quality of insurance agent commissions, noting results in Insight and marking or removing defective items.
- Communicated with team members about quality issues and urgent trend process transactions for immediate review.
- Reported repeated issues to supervisors and other departments, collaborating to identify issue roots and rectify problems.
- Coached team on daily performance and conducted evaluations to constructively address concerns.
- Provided peer training to over five onboarding team members in 2021.
Service Advocate II
Farmers Insurance Group
Caledonia, MI
07.2016 - 01.2017
- Reviewed outstanding requests and redirected workloads to complete projects on time.
- Maintained strong knowledge of basic insurance terminology to better understand services and procedures.
- Acted as subject matter expert, answering internal and external questions and inquiries.
- Carried out administrative tasks by communicating with clients, distributing mail and scanning documents.
- Modified, updated and processed existing policies.
- Handled and resolved agent complaints through SRM and Microsoft Outlook.
Assult Boat Coxswain
United States Navy
San Diego, CA
06.2006 - 06.2010
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Controlled landing craft, lighterage, and amphibious vehicles working alongside other personnel with Department of Defense.
- Successfully maintain clean, valid driver's license and access to reliable equipment for deployable status and combat ready effectiveness.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
- Supervised work of contracted employees to keep on task for timely completion.
Education
Bachelor of Science - Organizational Leadership
Cornerstone University
Grand Rapids, MI 08.2018 - Current
Bachelor of Arts - Fashion Marketing And Management
The Illinois Institute of Art - Chicago
Chicago, IL 11.2014 - 06.2016
Skills
Information gathering
Multitasking abilities
Collaboration
Training & Development
Analytical skills
Interpersonal Communication
Computer proficiency
Conflict resolution
Insurance sales expertise
Accomplishments
- Achieved 10/21 goal per sales agent by completing NOBI sales implementations with accuracy and efficiency.
- Documented and resolved removal of processing transaction which led to a savings of over $660 per fiscal year.
- Collaborated with team of University of Farmers in the development of Sales Effectiveness Best Practices.
- Achieved decreased of average handle time by 8 minutes through effectively tracking time management and processing.
Software
Mainframe
Agency Dashboard
ESignature
ETime
Insight Reporting
Medallia
Mobius Reports
Supply Source
Gallup
Certification
Property and Casualty License MI Resident and Non-Resident
Timeline
Six Sigma- Yellowbelt Coach Coach Training - [Timeframe]
06-2019
Sr. Sales Representative
Farmers Group Inc.
03.2019 - Current
Bachelor of Science - Organizational Leadership
Cornerstone University
08.2018 - Current
Six Sigma - Yellowbelt Certified
08-2018
Sr. Direct Service Representative
Farmers Group Inc.
02.2018 - 02.2019
Property and Casualty License MI Resident and Non-Resident
02-2018
Quality Assurance Evaluator
Farmers Insurance Group
01.2017 - 02.2018
Service Advocate II
Farmers Insurance Group
07.2016 - 01.2017
Bachelor of Arts - Fashion Marketing And Management
The Illinois Institute of Art - Chicago
11.2014 - 06.2016
Assult Boat Coxswain
United States Navy
06.2006 - 06.2010