Beverly Aubrey
Insurance Agent
Bossier City,LA
Summary
Driven Personal Insurance Agent with over twelve years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
13
13
years of professional experience
Work History
Insurance Sales Agent
Buster Constanzi Insurance, Inc.
11.2022 - Current
- Currently provide service to clients by selling personal lines insurance products through numerous Carriers contracted with an Independent Insurance Agency
- Enhanced customer retention rates by regularly following up with existing clients and addressing concerns promptly.
- Generated new business leads via networking events and outreach initiatives, fueling consistent growth in sales numbers.
Personal Lines Account Manager
Risk Services of Louisiana
01.2022 - 06.2022
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
Contract Licensed Property and Casualty Agent
Adobe Insurance Brokers
09.2019 - 03.2020
- Provided contract services as Licensed Property and Casualty Agent
- Managed a diverse portfolio of property and casualty insurance policies, ensuring timely renewals and accurate coverage adjustments for a group of Agents in California until Covid 2022.
Personal Lines Agent
Hudson-Silver Insurance Agency
01.2013 - 08.2015
- Specialized in selling policies for personal lines customers utilizing numerous insurance companies for an independent agency
- Assisted the Commercial Lines Department in preparing presentations for bidding and preparing Certificates of Insurance for commercial customers
- Demonstrated exceptional sales ability and strong interpersonal skills as well as represented the company at trade fairs and other events to promote the company products in the local market.
Sales Agent
Direct Auto Insurance
04.2011 - 01.2013
- Handled all branch customers, requiring auto insurance needs
- Coordinated with District Sales Manager, Volunteer Events for development of brand awareness
- Designed insurance needs for customers and maintained a 92% retention rate.
Education
Associate's degree in Business Management - Business Management
Louisiana State University
1993
Licensed Personal Lines Producer
Louisiana Department of Insurance
Louisiana2012
Skills
Customer Needs Assessment
Account Retention
Customer Retention
Account Management
New Business Development
Work Authorization
Authorized to work in the US for any employer
Personal Information
Willing To Relocate: Yes
Timeline
Insurance Sales Agent
Buster Constanzi Insurance, Inc.
11.2022 - Current
Personal Lines Account Manager
Risk Services of Louisiana
01.2022 - 06.2022
Contract Licensed Property and Casualty Agent
Adobe Insurance Brokers
09.2019 - 03.2020
Personal Lines Agent
Hudson-Silver Insurance Agency
01.2013 - 08.2015
Sales Agent
Direct Auto Insurance
04.2011 - 01.2013
Associate's degree in Business Management - Business Management
Louisiana State University
Licensed Personal Lines Producer
Louisiana Department of Insurance