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, MO01.2015
Associates of Arts - Teaching
St. Louis Community College
St Louis, MO01.2013
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
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