Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bethany Cody

Overland,MO

Summary

I am a talented Insurance Sales Advisor with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. I am an outgoing individual with great task prioritization skills. My attention to detail, proficient multi-tasking, interpersonal communication skills and constant strive for improvement makes me a perfect candidate for accounts management position.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Sales Advisor Small Commercial Insurance

Travelers Insurance
07.2023 - Current
  • Sell business owners, workers compensation, umbrella, and various other insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Recommend type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Seek out new clients and developed client relationships through networking, direct referrals, and lead databases. I currently have 25 agents I work directly with on a monthly basis.
  • Develop sales strategies to increase sales of insurance policies. I have sold $820,590 in premium to date from January 2024.
  • Generate quotes and proposals for clients to match individual needs. I have issued 354 polices to date from January 2024.
  • Cultivate relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Provide comprehensive product knowledge and guidance to help clients on product selection.
  • Work with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Was named as a top 5 producer in Small Commercial Insurance within my first year.

Operations Manager

Rockwood School District Adventure Club
01.2018 - 07.2023
  • Researched, created and presented monthly curriculum comprised of projects, activities, and experiments for multiple student recipients
  • Managed and led large groups of individuals with colleagues in an unstructured setting including varying numbers of participants and personalities
  • Created strategic relationships with guardians of students to foster student development
  • Maintained and managed a monthly budget, allocating funds where necessary within the program
  • Trained, supervised, and mentored a staff of 10.

Project Manager

Kohl's
01.2014 - 01.2020
  • Planned and implemented retail display projects
  • Risk management regarding supplies, company approval, and merchandise availability
  • Collaborated with other professionals on the same project
  • Changed the approach to a project based on feedback
  • Built relationships with colleagues and clients
  • Followed established guidelines to ensure safety and accountability
  • Assisted in fostering professional growth and building staff morale
  • Created strategic relationships with guardians of students
  • Assisted the facilitator as needed
  • Trained, supervised, and mentored staff, leading by example

Assistant Operations Manager

Rockwood School District Adventure Club
01.2013 - 01.2018

Education

Bachelors of Science - Special and Elementary Education

University of Missouri St. Louis
St Louis, MO
01.2015

Associates of Arts - Teaching

St. Louis Community College
St Louis, MO
01.2013

Skills

  • Detail Oriented
  • Multi-tasking
  • Computer Literacy
  • Communication
  • Problem Solving
  • Goal oriented
  • Insurance sales strategy
  • Client account management
  • Rapport building
  • Licensed insurance agent

Certification

  • Property and Casualty Insurance Producer License - August 2023 - Current

Timeline

Sales Advisor Small Commercial Insurance

Travelers Insurance
07.2023 - Current

Operations Manager

Rockwood School District Adventure Club
01.2018 - 07.2023

Project Manager

Kohl's
01.2014 - 01.2020

Assistant Operations Manager

Rockwood School District Adventure Club
01.2013 - 01.2018

Bachelors of Science - Special and Elementary Education

University of Missouri St. Louis

Associates of Arts - Teaching

St. Louis Community College
Bethany Cody