Dynamic Licensed Insurance Agent with a proven track record at American Family Insurance, excelling in insurance sales expertise and client relationship management. Achieved consistent sales targets by leveraging product knowledge and exceptional customer service, resulting in increased client satisfaction and retention. Skilled in policy management and underwriting principles, with a knack for generating new business through effective marketing strategies.
Overview
3
3
years of professional experience
Work History
Licensed Insurance Agent
American Family Insurance
10.2021 - 12.2024
Calculated quotes and educated potential clients on insurance options.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.