Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Becky Staples-Rutledge

Nelsonville

Summary

Dynamic and results-driven Property and Casualty Insurance Agent with over 6 years of experience in personal and commercial lines. Proven track record of consistently exceeding sales targets while maintaining an exceptional client retention rate. Expertise in risk assessment, policy customization, and fostering long-term client relationships, ensuring tailored solutions that meet diverse needs. Committed to delivering outstanding service and driving business growth through strategic client engagement.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Insurance Call Center Sales Agent

Progressive
05.2025 - Current
  • Manages a high volume of inbound calls, prioritizing tasks for optimum efficiency and customer satisfaction.
  • Consistently exceeds daily and weekly sales quotas through proactive engagement of potential customers.
  • Conducts thorough needs assessments for each client interaction, identifying opportunities for upsells or cross-sells as appropriate.
  • Reduces average call handle time by streamlining processes and providing prompt solutions to customer issues.
  • Maintains high call quality standards with clear communication, active listening, and professional demeanor.
  • Utilizes company-provided scripts to effectively engage customers while maintaining compliance with industry regulations.

Licensed Insurance Agent

AAA The Auto Club Group
06.2019 - 12.2024
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Calculated quotes and educated potential clients on insurance options.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
  • Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
  • Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
  • Promoted products and services using upselling and other sales strategies.
  • Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Exceeded corporate quotas for monthly policy sales.
  • Utilized CRM software to manage client relationships.

Addictions Technician

Hazelden Betty Ford Foundation
01.2018 - 01.2019
  • Highly regarded Addiction Technician for providing exemplary care to patients and their families facing substance abuse and addiction recovery
  • Delivering continuous Best-In-Class reviews and result on Patient Satisfaction Press Ganey exit surveys
  • Engaging communicator and facilitator of curriculum-based patient groups and activities
  • Implemented Crisis Prevention and Intervention measures whenever necessary
  • Calmly and decisively acts/responds to mentally/emotionally escalated patients and those with medical emergencies
  • Diversely skilled liaison providing daily administrative, clinical team and medical staff support

Insurance Call Center Claims Representative

Solera Corporation
01.2016 - 01.2018
  • Experienced customer service representative and high-volume call center agent; handled 100+ inbound auto and property related insurance claim calls from policy holders, agents and adjusters daily
  • Adept at making customer connections quickly while maintaining the highest ethical standards of professional conduct and confidentiality
  • Recognized department leader
  • Consistently scoring at a 98% or higher on the company's Key Performance Indicators (KPIs)
  • Distinguished training mentor
  • Mentored 40+ associates on a one-on-one basis to review KPI results then created and developed plans that improved overall department KPI performance
  • Excellent multi-tasking skills while been highly proficient in various claims processing software platforms
  • Resilient ability to assist customers in crisis and high stress situations that have suffered material and/or physical loss resulting from an accident, injury or disaster

Education

AS - Business Management

South Florida State College
06.1993

Skills

  • Integrity and Ethics
  • Call Center Experience
  • Client Needs Analysis
  • Insurance Eligibility
  • Product / Policy Knowledge
  • Sales Techniques / Proficiency
  • Insurance Policy Sales
  • CRM / Salesforce software

Certification

  • Resident Major Lines - Accident & Health, Casualty, Life, Property - OH 2025 - PRESENT
  • 0220 - General Lines - Property & Casualty Insurance Agent - FL 2019 - 2025
  • 0215 - Life, Health & Variable Contracts Insurance Agent - FL 2019-2025

Timeline

Insurance Call Center Sales Agent

Progressive
05.2025 - Current

Licensed Insurance Agent

AAA The Auto Club Group
06.2019 - 12.2024

Addictions Technician

Hazelden Betty Ford Foundation
01.2018 - 01.2019

Insurance Call Center Claims Representative

Solera Corporation
01.2016 - 01.2018

AS - Business Management

South Florida State College

Similar Profiles

CREATE PROFILE