Summary
Overview
Work History
Education
Skills
Certification
Timeline

Bekki Slavik

Tavares,FL

Summary

Accomplished Insurance Agent at State Farm, excelling in client retention and revenue generation through strategic business planning and advanced policy knowledge. Demonstrated expertise in CRM software and exceptional customer service, leading to a significant increase in new client acquisition. Skilled in negotiation and client needs analysis, ensuring customized insurance solutions and superior client satisfaction. Results-driven Insurance Agent accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager and ready to help team achieve company goals.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Insurance Agent

State Farm
01.2024 - 08.2024
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Utilized CRM software to manage client relationships.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Investigated and processed claims swiftly to keep customers satisfied.
  • Researched and identified potential new markets.
  • Identified and solicited sales prospects in agency databases.
  • Designed presentations and marketing materials to promote insurance products.
  • Met with customers to provide information about available products and policies.
  • Calculated premiums and established payment methods for sales.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Educated clients on insurance policies and procedures.
  • Monitored customer feedback and identified areas of improvement.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Collected premiums on or before effective date of coverage.
  • Conducted annual reviews of existing policies to update information.
  • Maintained high standards of customer service by building relationships with clients.

Insurance Agent

State Farm
09.2022 - 08.2023
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Utilized CRM software to manage client relationships.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Collected premiums on or before effective date of coverage.
  • Analyzed customer needs to provide customized insurance solutions.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Educated clients on insurance policies and procedures.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Negotiated contracts and terms of sale with potential customers.
  • Calculated premiums and established payment methods for sales.
  • Met with customers to provide information about available products and policies.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.

Store Manager

Bath and Body Works, Limited Brands
Davenport, FL
10.2019 - 04.2022
  • Opened this new restate store location.
  • Over saw the building time lines with contractor and Limited Brands for achieving deadlines, cost estimates and product delivery and setup.
  • Top 8 sales manager company wide
  • Summit award winner
  • Worked with Lost Prevention and Davenport Police to take down a shopping ring they have been watching for years.
  • Exercised leadership capabilities by successfully motivating and inspiring others.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Resolved problems, improved operations and provided exceptional service.
  • Passionate about learning and committed to continual improvement.
  • Developed strong communication and organizational skills through working on group projects.
  • Organized and detail-oriented with a strong work ethic, lowest store manager turn over of employees.
  • Proven ability to learn quickly and adapt to new situations as the store was new.
  • Delivered services to customer locations within specific timeframes.

Executive Team Member

Target
Winter Garden, FL
10.2018 - 02.2019
  • Brought in to help develop the layout of the intimate line that was launching at target.
  • Worked with corporate brand leaders for customer shop flow.
  • Cultivated interpersonal skills by building positive relationships with others.
  • Organized and detail-oriented with a strong work ethic.
  • Gained strong leadership skills by managing projects from start to finish.
  • Delivered services to customer locations within specific timeframes.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Developed strong communication and organizational skills through working on group projects.
  • Acted as a team leader in group projects, delegating tasks and providing feedback.
  • Passionate about learning and committed to continual improvement.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Proven ability to learn quickly and adapt to new situations.
  • Resolved problems, improved operations and provided exceptional service.

Store Manager

Victoria Secret & PINK
Winter Garden, FL
09.2002 - 07.2018
  • One of the 1st 8 PINK store managers
  • Worked with PINK design team
  • Developing company tool
  • Top credit card earner
  • Consistently exceeding sales expectations and company sales plan
  • Lost Prevention liaison.
  • Developed strong communication and organizational skills through working on group projects.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Proven ability to learn quickly and adapt to new situations.
  • Demonstrated a high level of initiative and creativity while tackling difficult tasks.
  • Exercised leadership capabilities by successfully motivating and inspiring others.
  • Demonstrated creativity and resourcefulness through the development of innovative solutions.
  • Organized and detail-oriented with a strong work ethic.
  • Self-motivated, with a strong sense of personal responsibility.
  • Resolved problems, improved operations and provided exceptional service.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Acted as a team leader in group projects, delegating tasks and providing feedback.
  • Cultivated interpersonal skills by building positive relationships with others.

Education

Master Of Criminal Justice -

Manchester Community College, Manchester, CT
06.2005


  • Research and Development Project: Explore Program,
  • In 2006 I development, maintained,funded, and promoted a law-enforcement Explore Program in Stafford, Connecticut. This program was designed for kids interested in becoming a law enforcement professionals themselves, or troubled teens to help guide a new way of thinking. The program also show case the fire department as well. They took part in ride alongs with officers, putting on full fire gear and crawling through a wearhouse creating a simulations of house fire. EMT training of 1st aide and tram response in an ambulance . I successful advocated for the programming to stay afterward my grade. I’m please to say the Explore program at Connecticut State Police Troop C Stafford has still continued

Certificate Of Correction -

Manchester Community College, Manchester, CT
2005

Skills

  • Leads Prospecting
  • CRM Software
  • Policy Renewals
  • Customer follow-up
  • Client Retention
  • Client Relations
  • Customer Service
  • New Client Acquisition
  • Policy Knowledge
  • Legal Codes
  • Upselling
  • Revenue Generation
  • Business Planning
  • Licensed Insurance Agent
  • Policy writing
  • Marketing Strategies
  • Quotes and sales
  • Client Account Management
  • Auto insurance
  • Email Marketing
  • Asset protection expertise
  • Client needs analysis
  • Negotiation
  • Claims reporting systems
  • Property insurance
  • Health insurance

Certification

Adjusting License

Timeline

Insurance Agent - State Farm
01.2024 - 08.2024
Insurance Agent - State Farm
09.2022 - 08.2023
Store Manager - Bath and Body Works, Limited Brands
10.2019 - 04.2022
Executive Team Member - Target
10.2018 - 02.2019
Store Manager - Victoria Secret & PINK
09.2002 - 07.2018
Manchester Community College - Master Of Criminal Justice,
Manchester Community College - Certificate Of Correction,
Bekki Slavik