Detail-oriented Insurance Sales Agent aiming to leverage 10 years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations.
Overview
11
11
years of professional experience
Work History
Agency Manager
Jason Herman
Newton, NC
2018.01 - 2022.07
Interacted well with customers to build connections and nurture relationships.
same duties as with the Chris Cooke Agency
Chris Cooke agency was purchased by Jason Herman end of 2017 .
Insurance Agency Manager
Chris Cooke Insurance Agency
Newton, NC
01.2011 - 12.2017
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Obtained underwriting approval by completing application for coverage.
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Upsold additional products and services after identifying customer needs and requirements.
Approached potential clients by using direct marketing mailings and phone contacts.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.