AYANNA De Priest
Milwaukee,WI
Summary
Experienced life insurance agent with a proven track record of success in identifying and meeting clients' insurance needs. Skilled in explaining policy features, analyzing financial situations, and recommending appropriate coverage to ensure comprehensive protection. Strong interpersonal and communication skills, fostering lasting client relationships. Adept at navigating industry regulations and staying informed about market trends. Committed to achieving sales targets while maintaining the highest ethical standards. Seeking opportunities to contribute expertise and drive business growth in a dynamic insurance environment.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Trimene Insurance Agency
06.2021 - Current
- Proactively prospect clients, demonstrating strong initiative to identify and engage individuals interested in life insurance
- Educate interested parties on the best choices for life insurance, providing comprehensive information and guidance to help them make informed decisions
- Employ effective communication and sales skills to establish rapport with clients, address inquiries, and guide them through the life insurance selection process
- Contribute to the agency’s growth by successfully converting prospects into satisfied clients through tailored education and personalized service.
Insurance Sales Agent
Auto Club Group
Lawrenceville, GA
03.2019 - 12.2020
- Generated new business in property and casualty (P&C) insurance policies, resulting in an increase in company revenue
- Effectively retained existing business through proactive customer relationship management and exceptional service
- Provided comprehensive price quotes on all insurance products, adhering to underwriting rules and state regulations to ensure accurate and competitive offerings
- Contributed significantly to the growth of ACG's book of business by successfully selling insurance products, AAA memberships, and financial products
- Demonstrated adaptability and commitment to organizational goals by planning and adjusting work duties to meet commitments and targets
- Skillfully managed customer escalations, resolving issues promptly using sound business judgment, thereby maintaining strong customer rapport and enhancing the company's credibility.
Associate Service Consultant- Small Business Unit
MagMutual Insurance
Atlanta, GA
05.2016 - 03.2017
- Generated and Reviewed pre-renewal documents for accuracy, ensuring compliance with company guidelines and state regulations
- Secured and efficiently distributed renewal documents, consistently adhering to state regulations and company policies
- Generated certificates of insurance for new business, renewals, and endorsements, streamlining the policy issuance process
- Accurately input agent commission data per policy type, calculating agent commission percentages based on policy type with precision
- Managed the completion of surplus line billing, meticulously following state guidelines, examining each policy for accuracy, and preparing policies for timely stamping, thus meeting both company and state guidelines.
Licensed P&C Customer Service Specialist
Liberty Mutual Insurance
Lawrenceville, GA
11.2004 - 05.2016
- Provided timely and accurate guidance and service to policyholders and sales agents across a wide range of Personal Line products for a Fortune 100 company
- Demonstrated an advanced understanding of all Personal Line products by effectively interpreting and communicating complex contracts to customers, establishing credibility and trust
- Supported company alignment by integrating and balancing big-picture concerns with day-to-day activities, demonstrating a comprehensive understanding of Liberty Mutual's mission and strategies
- Managed risk by expertly analyzing and solving problems, proactively recognizing symptoms that indicated problems, collecting sufficient information to understand issues, and applying logic and common-sense judgment when making decisions
- Successfully retained policyholders by taking ownership of their concerns, immediately assessing and addressing current needs through open listening, conducting comprehensive policy reviews, and upselling additional coverage and products by establishing rapport throughout the policy review
- Offered valuable suggestions based on current opportunities and predicted future challenges, contributing significantly to Personal Lines' annual revenue growth of 4.7% for auto written premiums.
Education
Bachelor of Arts - Communications
Alverno College
Milwaukee, WI05-2017
Skills
- Adaptability
- Analytical
- Attention to detail
- Communication
- Conflict Resolution
- Decision-making
- Empathy
- Leadership
- Problem Solving
- Property & Casualty
- Self-Management
- Team Work
- Time Management
- Streamlining Processes
- Insurance Sales Strategy
- Insurance Policy Sales
- Building Relationships
- Strong Interpersonal Skills
- Needs Assessment
- Client Relationship Management
- Client Service
Certification
- CISR - Certified Insurance Service Representative - 3/2012
Technical Skills
- MS Excel
- MS Office
- MS PowerPoint
Affiliations
- Professional Insurance Agent Southern Alliance
References
References available upon request.
Timeline
Life Insurance Agent
Trimene Insurance Agency
06.2021 - Current
Insurance Sales Agent
Auto Club Group
03.2019 - 12.2020
Associate Service Consultant- Small Business Unit
MagMutual Insurance
05.2016 - 03.2017
Licensed P&C Customer Service Specialist
Liberty Mutual Insurance
11.2004 - 05.2016
Bachelor of Arts - Communications
Alverno College
- CISR - Certified Insurance Service Representative - 3/2012
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