BOBBI WHITAKER
Charlotte,NC
Summary
Licensed insurance agent with multi-state licensing, specializing in customer education, cross-selling, and optimizing insurance coverage. Committed to ensuring client satisfaction and fostering team development, with a proven track record of high policy sales and mentoring achievements. Experienced in bar-back and security roles for bars/lounges, showcasing exceptional time management skills and a strong work ethic. Thriving in customer service, dedication, and teamwork.
Overview
5
5
years of professional experience
Work History
Licensed Insurance Agent
Patra-Insuramatch
09.2024 - Current
- Educate clients on insurance coverage options to ensure optimal policy selection.
- Upsell tailored to each customer's unique needs and financial circumstances.
- Proactively work to place customers in better overall insurance positions.
- Serve as a mentor by allowing other agents to shadow calls and observe sales workflows.
- Foster team cohesion through remote collaboration and team-building efforts.
- Sold over 300 policies within the first 6 months of working independently on the sales floor.
- Remote
Security Assistant
Ink N Ivy
03.2023 - 02.2025
- Monitored security systems to detect and respond to incidents effectively.
- Assisted in conducting regular safety drills and training sessions for staff.
- Coordinated access control procedures to ensure facility security compliance.
- Implemented protocols for reporting and documenting safety violations promptly.
- Analyzed incident reports to identify trends and recommend preventive measures.
- Provided exceptional customer service by promptly addressing visitor inquiries while maintaining a secure environment.
Head Barback
Safari Lounge
09.2022 - 12.2024
- Managed barback staff to guarantee prompt service during high-traffic times.
- Trained new staff on operational procedures and standards for optimal performance.
- Managed inventory control, ensuring adequate stock levels and minimizing waste.
- Optimized cleaning procedures for bar equipment to enhance hygiene standards.
Insurance Agent
Progressive
11.2022 - 04.2024
- Maintained accurate customer records and developed service and sales scripts.
- Educated customers to ensure optimal coverages.
- Thrived in a fast-paced, team-oriented environment with strong problem-solving.
Insurance Agent
Allen Tate Insurance Agency
01.2021 - 11.2022
- Delivered timely service and developed sales strategies.
- Closed complex deals and managed client records.
- Worked with 13+ insurance partners and used AMS software.
Education
Exercise Physiology
East Carolina University
Greenville05.2020
Skills
- Time Management
- Communication
- Microsoft Excel
- Microsoft Office
- Team Collaboration
- Insurance Sales
- Customer Service
- Insurance sales expertise
LANGUAGES
English
Timeline
Licensed Insurance Agent
Patra-Insuramatch
09.2024 - Current
Security Assistant
Ink N Ivy
03.2023 - 02.2025
Insurance Agent
Progressive
11.2022 - 04.2024
Head Barback
Safari Lounge
09.2022 - 12.2024
Insurance Agent
Allen Tate Insurance Agency
01.2021 - 11.2022
Exercise Physiology
East Carolina University