Bree Robertson
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
4
4
years of professional experience
Work History
Licensed Insurance Producer
Farmers Insurance Agency
11.2022 - Current
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Promoted products and services using upselling and other sales strategies.
- Exceeded corporate quotas for monthly policy sales.
- Utilized targeted email campaigns and cold calling to increase revenue.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Followed up promptly with interested clients to close sales.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Developed sales strategies to increase sales of insurance policies.
ClickList Manager
King Soopers Marketplace
10.2021 - 11.2022
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Cross-trained existing employees to maximize team agility and performance.
- Onboarded new employees with training and new hire documentation.
- Developed and maintained relationships with customers and suppliers through account development.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
ClickList Clerk
King Soopers Marketplace
12.2019 - 10.2021
- Read labels, obtained merchandise from shelves and processed incoming orders.
- Picked and packed order items.
- Kept work areas neat, clean and free from debris.
- Stocked shelves, racks and cases with new or transferred merchandise.
- Followed orders precisely for correct items, sizes and quantities.
- Moved cardboard, plastic ties and other debris from unboxing to trash.
- Volunteered to assist with projects, demonstrating willingness to learn new tasks and increase skill levels.
- Completed inventory accounts to keep records current and promote accurate ordering.
- Worked with customers to pack items according to specific desires and requirements.
- Followed sheets to pull out correct items and correct quantities of merchandise.
- Monitored stock control systems and processed specific orders.
- Alerted supervisor to product non-conformances such as insufficient item counts, location errors and product damage.
Education
High School Diploma -
Brighton High School
Brighton, CO05.2021
Skills
- Administrative Support
- Commission Calculation
- Sell Policies
- Insurance Recommendation
- Team Goals
- Billing Procedures
- Appointment Management
- Customer Inquiries
- Client Service
- Credit and Debt Card Processing
Timeline
Licensed Insurance Producer
Farmers Insurance Agency
11.2022 - Current
ClickList Manager
King Soopers Marketplace
10.2021 - 11.2022
ClickList Clerk
King Soopers Marketplace
12.2019 - 10.2021
High School Diploma -
Brighton High School
Similar Profiles
Tina ReedTina Reed
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY
Gretchen McFaddenGretchen McFadden
Customer Service Representative Assistant at Farmers Insurance - Skipper Insurance AgencyCustomer Service Representative Assistant at Farmers Insurance - Skipper Insurance Agency
Joey RembiszJoey Rembisz
Insurance Producer at Farmers Insurance AgencyInsurance Producer at Farmers Insurance Agency
Jackie CreverJackie Crever
Insurance Agency Owner at Farmers Insurance AgencyInsurance Agency Owner at Farmers Insurance Agency
Jeffrey KingJeffrey King
Licensed Insurance Producer at Property/Casualty Insurance SalesLicensed Insurance Producer at Property/Casualty Insurance Sales