Summary
Overview
Work History
Education
Skills
Timeline
Generic

Beverly Smolinski

Trinity ,FL

Summary

Influential Insurance Sales Agent with 30 years of experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales. Proficient in computer skills.

Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level sales position. Ready to help team achieve company goals.

Enthusiastic saleswoman eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of sales and training in people skills. Motivated to learn, grow and excel in positive sales skills. Influential Insurance Sales Agent with 30 years of experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales.


Received Allstate Honor Ring 6 years.

Earned Allstate National Conference award 3 years

Overview

17
17
years of professional experience

Work History

Licensed Insurance Broker

Allstate Incurance Company Of New York
Hamburg, NY
10.1990 - 05.2002
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Quoted and calculated premium rates for policies, using rate book, computer and calculator.
  • Handled approximately 100 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
  • Drove team revenue totals by bringing in top sales numbers.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 15%.
  • Conducted research on insurance packages and investment options to generate client recommendations.
  • Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
  • Established payment methods for all clients to facilitate customer payments and issue receipts.
  • Finalized sales and collected necessary deposits.
  • Conducted annual reviews of existing policies to update information.
  • Met with customers to provide information about available products and policies.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Calculated premiums and established payment methods for sales.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Collected premiums on or before effective date of coverage.
  • Remained impartial in order to advise clients based on circumstances.
  • Identified and solicited sales prospects in agency databases.
  • Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 15%.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Collected, analyzed and validated agency commissions.
  • Met and exceeded revenue goals by 15% through generating new leads and identifying new clients.

Personal Lines Insurance Agent

Jacob Hauck Agency
Hamburg, NY
07.1984 - 03.1990
  • Researched providers and compared coverage and premiums to deliver best possible packages to clients.
  • Reviewed client coverage annually to identify new risk exposures such as liability and property damage and recommended additional products.
  • Established information necessary for policy development by interviewing clients, requesting records, and inspecting property.
  • Developed trusting client relationships by creating insurance programs customized to fit specific needs and offering comprehensive explanations of key features and advantages.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Quoted and calculated premium rates for policies, using rate book, computer and calculator.
  • Drove team revenue totals by bringing in top sales numbers.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 10%.
  • Conducted research on insurance packages and investment options to generate client recommendations.
  • Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
  • Established payment methods for all clients to facilitate customer payments and issue receipts.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Calculated premiums and established payment methods for sales.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Conducted annual reviews of existing policies to update information.
  • Finalized sales and collected necessary deposits.
  • Met with customers to provide information about available products and policies.
  • Collected premiums on or before effective date of coverage.
  • Remained impartial in order to advise clients based on circumstances.
  • Identified and solicited sales prospects in agency databases.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Collected, analyzed and validated agency commissions.
  • Met and exceeded revenue goals by 10% through generating new leads and identifying new clients.

Education

No Degree - New York State Property & Casualty Insurance

Erie Community College
Hamburg, NY

Skills

  • Administrative Support
  • Form Completion and Submission
  • Health Insurance Industry Knowledge
  • Payment Method
  • Insurance Policy Sales
  • Underwriter Selection
  • Underwriter Collaboration
  • Policy Renewals
  • Binder Coverage
  • Policyholder Communication
  • Email Marketing

Timeline

Licensed Insurance Broker

Allstate Incurance Company Of New York
10.1990 - 05.2002

Personal Lines Insurance Agent

Jacob Hauck Agency
07.1984 - 03.1990

No Degree - New York State Property & Casualty Insurance

Erie Community College

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Beverly Smolinski