Bradley Shine
Oklahoma City
Summary
Knowledgeable Insurance Sales Agent with a strong background in sales, excelling in client relationship management, and driving new business growth through personalized solutions. Demonstrated expertise in risk assessment and negotiation, and a track record of fostering a collaborative learning environment that drives organizational success. Experienced editor that delivers high-quality content and grammatical precision. Strong focus on collaboration and adaptability, consistently meeting project goals. Adept at managing deadlines, refining documents and materials, and enhancing understanding and retention.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Allstate Insurance
Oklahoma City, OK
04.2025 - Current
- Outbound sales agent licensed in all 50 states.
- Utilized CRM tools to track customer interactions and optimize follow-up strategies for sales conversion.
- Conducted regular audits of underwriting files to ensure accuracy, consistency, and adherence to established guidelines.
- Utilized CRM systems to track client interactions and streamline communication processes.
- Led training sessions for new agents, improving onboarding efficiency and performance outcomes.
- Developed and implemented strategies to enhance customer satisfaction and retention.
Licensed Insurance Agent
CSAA Insurance Group, a AAA Insurer
Remote
01.2024 - 02.2025
- Educated clients on policy options, facilitating informed decision-making and enhancing customer satisfaction.
- Collaborated with underwriters to assess risks, ensuring accurate policy pricing and coverage recommendations.
- Conducted regular training sessions on new products and compliance regulations for team members.
- Strengthened client relationships through proactive communication, resulting in improved retention rates and referrals.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Assistant Store Manager/ Home Stylist
West Elm
Oklahoma City, OK
09.2017 - 01.2024
- Assisted in managing daily operations, ensuring optimal store performance and customer satisfaction.
- Collaborated with teams to develop and implement effective merchandising strategies, enhancing product visibility.
- Interviewed, hired, and trained staff associates to comply with company policies and procedures.
- Analyzed sales data to identify trends, adjusting inventory levels and sales techniques to meet customer demand effectively.
- Observed and monitored each employee's individual strengths and initiated mentoring programs to improve areas of weakness.
Expert
Apple
Oklahoma City, OK
11.2014 - 09.2017
- Collaborated with management to identify training needs and align programs with organizational goals.
- Developed and delivered tailored training programs to enhance employee skills and performance.
- Executed strategic sales initiatives, driving revenue growth through targeted outreach and account management.
- Developed and maintained strong relationships with key B2B clients, enhancing customer satisfaction and loyalty.
- Monitored sales performance against targets, adjusting tactics as necessary to achieve desired results.
Education
Master of Science - Clinical Social Work
Walden University
Minneapolis, MN05-2028
Bachelor's - English Literature
University of Central Oklahoma
Edmond, OK01.2019
Skills
- Highly adaptable
- Strong negotiation
- Client retention
- Account management
- Team training and development
- Interpersonal skills mastery
- Strong grammar skills
- Clear communication
- Cross-departmental collaboration
- Computer proficiency
- Outstanding customer service
- Proofreading, editing, and document creation and development
Certification
- Insurance Producer License
- Property & Casualty License
- Personal Lines License
- Driver's License
Languages
English - Fluent
Timeline
Insurance Sales Agent
Allstate Insurance
04.2025 - Current
Licensed Insurance Agent
CSAA Insurance Group, a AAA Insurer
01.2024 - 02.2025
Assistant Store Manager/ Home Stylist
West Elm
09.2017 - 01.2024
Expert
Apple
11.2014 - 09.2017
Master of Science - Clinical Social Work
Walden University
Bachelor's - English Literature
University of Central Oklahoma