Summary
Overview
Work History
Education
Skills
Timeline
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ASHLEY WANN

Loganville,GA

Summary

A results-oriented professional with a strong work ethic and unwavering dedication to achieving excellence. I thrive in challenging environments that require diligence, perseverance, and a proactive approach to problem-solving. Known for my reliability, attention to detail, and commitment to exceeding expectations, I am eager to contribute my skills and enthusiasm to a team that values hard work and embraces continuous improvement.

Knowledgeable with solid background in insurance sales, excelling in client relationship management and policy customization. Successfully increased client retention and drove new business growth through personalized insurance solutions. Demonstrated expertise in risk assessment and negotiation.

Overview

4
4
years of professional experience

Work History

Insurance Sales Agent

Allstate
02.2024 - Current
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
  • Developed strong relationships with clients through consistent communication and exceptional customer service.
  • Contributed to agency success by consistently meeting or exceeding monthly sales targets.
  • Generated quotes and proposals for clients to match individual needs.
  • Enhanced sales pipeline by targeting potential customers in various markets and utilizing effective marketing strategies.
  • Expanded client base by generating referrals from satisfied customers and networking within the community.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
  • Developed sales strategies to increase sales of insurance policies.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Effectively managed multiple accounts simultaneously, prioritizing tasks based on urgency and importance.
  • Negotiated contracts with clients to establish best coverage with lowest cost.
  • Followed up promptly with interested clients to close sales.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Educated clients on insurance policies and procedures.
  • Calculated premiums and established payment methods for sales.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Finalized sales and collected necessary deposits.
  • Analyzed risk factors to recommend appropriate coverage levels.

Commercial Lines Account Representative

USI Insurance Services
08.2022 - 01.2024
  • Serve as a dedicated Account Representative, managing a diverse portfolio of commercial insurance clients across various industries.
  • Act as a primary point of contact for clients, providing attentive service and strategic guidance to meet their insurance needs and objectives.
  • Conduct in-depth insurance consultations with clients to assess their risk exposures and develop customized insurance solutions tailored to their specific requirements.
  • Collaborate closely with insurance carriers to negotiate competitive rates and coverage terms on behalf of clients, ensuring optimal protection at the best possible value.
  • Proactively identify opportunities to enhance clients' insurance programs, offering recommendations for coverage adjustments and risk management strategies.
  • Facilitate the insurance application and underwriting process, guiding clients through each stage and addressing any questions or concerns that may arise.
  • Maintain strong relationships with clients, fostering trust and loyalty through transparent communication, timely follow-up, and proactive service delivery.
  • Stay informed about industry trends, regulatory changes, and emerging risks to provide clients with relevant insights and advice to help them make informed insurance decisions.
  • Consistently meet or exceed performance targets, contributing to the company's growth and success through client retention and revenue generation.

Commercial Lines Producer

Bethlehem Insurance Agency
05.2021 - 02.2022
  • Manage a portfolio of commercial insurance clients, including businesses ranging from small enterprises to large corporations.
  • Identify client needs, assess risk profiles, and recommend appropriate insurance coverage solutions.
  • Cultivate strong relationships with clients and prospects through regular communication and personalized service.
  • Collaborate with underwriters to negotiate terms and pricing on behalf of clients.
  • Prepare and present proposals, conduct policy reviews, and facilitate the claims process when needed.
  • Consistently meet and exceed sales targets, contributing to company revenue growth.
  • Stay informed about industry trends, regulations, and product developments to provide informed recommendations to clients.
  • Sold various types of insurance policies, including property, casualty, and liability coverage, to businesses and individuals.
  • Prospected and generated leads through networking, referrals, and cold calling.
  • Analyzed clients' insurance needs and financial situations to recommend appropriate coverage options.
  • Prepared quotes, processed applications, and assisted clients with claims and policy inquiries.
  • Achieved recognition for consistently meeting and exceeding sales targets.

Education

RPOA Sales Mastery Class -

Property & Casualty License -

Skills

  • Customer service
  • Insurance sales
  • Product knowledge
  • Strong negotiation
  • Rapport building
  • Commercial lines
  • Customer follow-up
  • Policy renewals
  • Relationship building
  • Insurance eligibility
  • Persuasive negotiation
  • Insurance policy sales

Timeline

Insurance Sales Agent

Allstate
02.2024 - Current

Commercial Lines Account Representative

USI Insurance Services
08.2022 - 01.2024

Commercial Lines Producer

Bethlehem Insurance Agency
05.2021 - 02.2022

RPOA Sales Mastery Class -

Property & Casualty License -

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ASHLEY WANN