Anna Thomas
Apollo Beach,FL
Summary
Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills.
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Insurance Sales Agent
USAA
12.2022 - 11.2023
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
- Analyzed customer needs to provide customized insurance solutions.
- Negotiated contracts and terms of sale with potential customers.
- Generated leads through cold-calling, networking and other outreach methods.
Lead Sales Key Holder
Clark's Shoes
09.2010 - 12.2011
- Assisted with team responsibilities by cleaning, managing cash registers, and product merchandising.
- Oversaw store operations by counting cash drawers, reviewing equipment management, and supervising staff.
- Engaged with customers to build rapport and promote long-term loyalty for increased sales.
- Swept and mopped floor, wiped windows and fixtures after closing to maintain organized and tidy store.
- Trained and supervised new employees to apply best practices in customer service and store operations.
- Streamlined opening and closing procedures as integral member of store staff.
- Inspected stocks to identify shortages, replenish supply and maintain consistent inventory.
- Managed customer needs and delegated tasks to employees for optimal coverage.
- Scheduled employees, prepared bank deposits and drafted sales reports to keep daily processes running smoothly.
- Managed store personnel by delegating tasks and supervising daily operations.
- Monitored associates throughout each assigned shift and professionally managed any challenges to maintain optimal store performance.
- Met sales targets consistently for each shift by positively engaging customers and delivering high levels of service.
Waitress Supervisor
Peking House Restaurant
01.2009 - 09.2010
- Handled customer complaints professionally, resolving issues through diplomatic acknowledgment and commitment to service.
- Used communication and problem-solving skills to resolve customer complaints and promote long-term loyalty.
- Monitored dining rooms for seating availability as well as service, safety, and well-being of guests.
- Greeted new customers, discussed specials, and took drink orders.
- Supervised server staff and simultaneously served personal section of tables.
- Trained staff members on use of POS system.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
- Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
- Managed food resources, memorized orders, and coordinated customer service.
- Upheld high standards of professionalism when dealing with customer issues, supporting serving staff, and waiting on tables.
- Bussed and reset tables to keep dining room and work areas clean.
Education
Associate of Science - Science Education
Alamance Community College
Graham, NCSkills
- Customer Retention
- Customer Needs Assessment
- New Business Development
- Contract Review and Analysis
- Account Management
- Prospect Management
- Insurance Sales
- Marketing
- Loss Analysis
- Customer Service
Timeline
Insurance Sales Agent
USAA
12.2022 - 11.2023
Lead Sales Key Holder
Clark's Shoes
09.2010 - 12.2011
Waitress Supervisor
Peking House Restaurant
01.2009 - 09.2010
Associate of Science - Science Education
Alamance Community College