BARBARA MARTEY

• Maintained high standards of customer service by building relationships with clients.
• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Approached potential clients by using direct marketing mailings and phone contacts.
• Created sources for continuous client referrals within community and with businesses using extensive networking skills.
• Met and exceeded revenue goals by 90% through generating new leads and identifying new clients.
• Collected premiums on or before effective date of coverage.
• Upsold additional products and services after identifying customer needs and requirements.
• Built relationships with clients using active listening and issue resolution to provide excellent service.

Insurance sales, Customer service, Insurance calls from clients inquiring about auto insurance quotes and detail information regarding coverages and insurance limits, clients inquiring about home insurance coverages and new and old applications

• Also advising and educating the clients on continued coverages.
• Performed policy renewal and record retention.
• Tailored insurance plans to support client needs and establish sense of trust among community members.
• Upsold additional products and services after identifying customer needs and requirements.

• Merchant Services, Customer service, Sales, processing merchant applications
• Offer clients business solutions and products and services, Inbound and outbound calls
• Offer Clover
• Credit card systems, mobile pay, and other systems to help grow clients business
• Generate leads new business and keep customers informed on promotional offers.
• Demonstrated negotiation skills by closing [50 to 100] premium sales monthly and increasing client retention rate by [95]%.
• Aggressively generated new business by prospecting, making follow-up calls to customers and contacting referrals.
• Maintained relationships with existing customers to optimize service quality, business growth and customer satisfaction.
• Worked independently with minimal supervision.

• Customer service, Sales, Processing insurance applications
• Offer clients insurance products to secure assets, receive inbound calls to add insurance coverage, process insurance files, outbound calls and field work in home visits with clients.

• Loan origination and sales
• Originated mortgage loan applications, collected documents and negotiated approvals with lenders
• Underwrote current files for processing and closing
• Increased sales, production and loan approvals while maintaining customer relations