Driven Insurance Sales Representative with 9 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Representative
State Farm Insurance Agency
10.2015 - 06.2023
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Quoted and calculated premium rates for policies using rate book ABS, NECHO, ECRM(SalesForce)and calculator.
Responsible for 80% of vehicle loans written/attempted in office between September 2017 and May 2019.
Property Management Assistant
Capri Owners Inc
04.2011 - 10.2014
Completed final move-out walk-throughs with tenants to identify required repairs.
Monitored progress of construction and maintenance projects and notified appropriate individuals of project updates, delays, and schedule changes.
Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
Maintained operational facilities attractive to potential tenants by organizing regular maintenance, major repairs, and capital improvement projects.
Legal Assistant
Michael Markovitch Esq
07.2001 - 04.2011
Scheduled appointments, court appearances, and depositions for busy law firm.
Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
Handled office scheduling and made notes for deadlines, motions, and other important dates.
Filed court documents and legal pleadings with court clerk on behalf of attorneys.
Managed over 50 inbound calls per day.
Education
Associate of Applied Science - Business Administration
Brookdale Community College
Lincroft, NJ
05.2025
Skills
Insurance Sales
Communication
Salesforce CRM
Client Relations
Account Management
Proactive and Focused
Certification
Licensed- Property and Casualty - (2015-Current)
Licensed- Life and Health (2016-Current)
NYS Notary Public
Timeline
Licensed Insurance Sales Representative
State Farm Insurance Agency
10.2015 - 06.2023
Property Management Assistant
Capri Owners Inc
04.2011 - 10.2014
Legal Assistant
Michael Markovitch Esq
07.2001 - 04.2011
Licensed- Property and Casualty - (2015-Current)
Licensed- Life and Health (2016-Current)
NYS Notary Public
Associate of Applied Science - Business Administration
Brookdale Community College
Similar Profiles
Jorge CisnerosJorge Cisneros
Insurance Producer at Scott Samuel State Farm Insurance AgencyInsurance Producer at Scott Samuel State Farm Insurance Agency