Betsy Turman

• Identified potential sales opportunities through analysis of market trends and client feedback.
• Implemented new CRM software, boosting productivity and enhancing communication between team members.
• Prepared detailed reports on account performance, enabling data-driven decision making by senior leadership.
• Enhanced customer experience by providing personalized service tailored to individual needs.
• Developed strong relationships with clients, resulting in increased retention rates.
• Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
• Calculated quotes and educated potential clients on insurance options.
• Upsold additional products and services after identifying customer needs and requirements.
• Reported policy changes and company conditions affecting customer satisfaction.
• Maintained accurate records of client interactions, ensuring compliance with industry regulations and company guidelines.
• Maximized revenue growth with thorough cross-selling and upselling of insurance products to existing clients.
• Maintained open lines of communication with clients throughout the claims process, ensuring a smooth and seamless experience for all parties involved.
• Educated clients on insurance policies and procedures.
• Collected premiums on or before effective date of coverage.

• Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
• Negotiated, facilitated, and managed real estate transactions.
• Advertised client properties through websites, social media, and real estate guides.
• Maintained connections with clients to encourage repeat business and referrals.
• Developed and maintained relationships with clients through networking, postcards, and cold calling.
• Communicated with clients to understand property needs and preferences.
• Negotiated favorable contract terms for clients, resulting in higher satisfaction rates and repeat business.
• Advised clients on market conditions and property value for informed decision-making.

Successfully pursued a real estate license while taking care nof my family.