Ashley McKenzie
Tampa,FL
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sales Agent
AAA Auto Club South
Tampa, FL
01.2022 - 01.2024
- Responded to inquiries and explained product features and service advantages to potential customers.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Upsold products to policyholders and potential new clients.
- Offered policy guidance and management to promote asset protection.
- Exceeded company sales goals for new policies.
- Pursued continued professional development through insurance workshops, course and webinars.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed appropriate quotes based on risk information.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Sought out new clients and developed clientele by networking to find new customers.
- Contacted underwriters and submitted forms to obtain binder coverage.
Multiple Line Insurance Agent
Progressive Insurance Remote
Tampa, FL
08.2018 - 01.2022
- Responded to inquiries and explained product features and service advantages to potential customers.
- Upsold products to policyholders and potential new clients.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Sought out new clients and developed clientele by networking to find new customers.
- Conducted research to identify ideal coverage options for customers.
- Promptly responded to reported claims by communicating with customers and reporting information.
- Employed assumptive sales techniques to efficiently close and process sales.
- Researched insurance plans to find good options for clients' needs.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Insurance Sales Agent
National General Insurance Company
Tampa, FL
10.2014 - 04.2017
- Engaged positively with each customer, providing professional and polite support for sales and service needs.
- Continuously met sales goals via strategic prospecting.
- Answered customer questions and responded quickly to problems and complaints in person, on phone and by email.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
- Developed and maintained key relationships with consumers and businesses through effective communication strategies and interpersonal skills.
- Assisted in training of new hires on organizational procedures, policies and sales techniques.
- Drove sales through development of successful promotional strategies and product placement.
- Maximized market share by working with clients and building relationships.
- Improved customer service feedback scores through outstanding service.
- Offered product and service consultations and employed upselling techniques.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Offered policy guidance and management to promote asset protection.
- Exceeded company sales goals for new policies.
- Upsold products to policyholders and potential new clients.
- Obtained underwriting approval by completing application for coverage.
Education
Skills
- Closing Sales
- Product Demonstrations
- Call Control
- Sales Strategies
- Detecting Customers
- Client Relations
- Networking
- Sales Follow-Up
- Proposal Development
Certification
0215 - LIFE INCL VAR ANNUITY & HEALTH
0220 - GENERAL LINES (PROP & CAS)
Timeline
Sales Agent
AAA Auto Club South
01.2022 - 01.2024
Multiple Line Insurance Agent
Progressive Insurance Remote
08.2018 - 01.2022
Insurance Sales Agent
National General Insurance Company
10.2014 - 04.2017
0215 - LIFE INCL VAR ANNUITY & HEALTH
0220 - GENERAL LINES (PROP & CAS)
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