Betsy Patterson
Summary
Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.
Overview
15
15
years of professional experience
Work History
Insurance Sales Agent
Virginia Farm Bureau Insurance
King George, VA
2020 - 2023
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Upsold products to policyholders and potential new clients.
- Pursued continued professional development through insurance workshops, course and webinars.
Experienced Sales Representative
Liberty Mutual
Fredericksburg, VA
2018 - 2019
- Sold Auto, Home, Life, and other insurance and annuity products within an assigned territory, using consultative sales techniques
- Identified prospective costumers using established lead methodologies
- Counseled and advised prospects and policyholders on matters of insurance coverage, tailored to specific situational needs
Senior Homeowners Sales Consultant
GEICO Insurance Agency, GEICO
Fredericksburg, VA
2012 - 2018
- Utilized sales distribution system to meet and exceed personal and professional goals
- Harnessed communication skills to align customer needs with, Insurance Agency ancillary products resulting in additional premiums and profit per month
- Trained new associates on effective closure techniques resulting in successful promotions
Marketing and Public Relations Coordinator
Duraclean Restoration Services
Waldorf, MD
01.2011 - 01.2012
- Created marketing/ PR campaigns which resulted in average of 12 new clients per month
- Built relationships with clients through phone and in person client meetings which resulted in retained customers per month as well as new business
- Strengthened Duraclean brand awareness by developing and implementing marketing collateral for a market of potential customers, which resulted in new business
Sales Marketing Representative
ServPro of St. Mary’s and Calvert Counties
Lexington Park, MD
01.2009 - 01.2011
- Implemented and organized large-scale direct marketing campaign for disaster restoration company which resulted in increased volume
- Improved claim-loss and restoration projects by conducting meetings and continuing education with insurance agents and large volume clients
- Actively procured new accounts and established Emergency Response Programs for commercial vendors by tailoring programs for each individual organization
- Promoted high visibility and public relations within local community by attending monthly St
- Mary’s Chamber of Commerce meetings
- Enhanced organizational presence by attending ribbon cuttings, Business After Hours, luncheons and ambassador meetings, which resulted in improvement in customer retention
Real Estate Sales Agent
Coldwell Banker Jay Lilly Real Estate
Lexington Park, MD
01.2004 - 01.2009
- Five years Active Real Estate Agent handling high monetary volume sales
- Coordinated with applicable legal guidelines
- Deadline driven production and critical time management
- Execution and preparation of legally binding bilateral real estate transactions
Education
Public Relations & English Literature
James Madison University
Skills
- Insurance Sales Strategy
- Clientele Development
- Financial Needs Assessment
- Persuasive Negotiation
- Underwriter Collaboration
- CRM Software
- Policyholder Communication
- Critical Thinking
- Strong Verbal and Written Communication
- Marketing Strategy Development
Accomplishments
- Licensed in Property & Casualty
- Licensed in Health, Life, & Annuity
Timeline
Marketing and Public Relations Coordinator
Duraclean Restoration Services
01.2011 - 01.2012
Sales Marketing Representative
ServPro of St. Mary’s and Calvert Counties
01.2009 - 01.2011
Real Estate Sales Agent
Coldwell Banker Jay Lilly Real Estate
01.2004 - 01.2009
Insurance Sales Agent
Virginia Farm Bureau Insurance
2020 - 2023
Experienced Sales Representative
Liberty Mutual
2018 - 2019
Senior Homeowners Sales Consultant
GEICO Insurance Agency, GEICO
2012 - 2018
Public Relations & English Literature
James Madison University
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