Experienced insurance professional skilled in navigating complex policies and delivering tailored client advisory services. Demonstrated success in enhancing customer relationships and achieving sales targets. Reliable team player with a focus on strategic policy analysis and risk management.
Overview
4
4
years of professional experience
Work History
Lead Sales Licensed Insurance Agent
Bethany Winkleman-State Farm Insurance Agent
03.2021 - 08.2025
Provided detailed quotes and educated potential clients regarding various insurance options.
Recommended appropriate coverage types and amounts based on individual customer analysis.
Utilized comprehensive knowledge of company offerings to guide customers in making informed choices.
Boosted client satisfaction with personalized insurance solutions and superior customer support.
Recognized for consistently exceeding sales goals, strengthening client retention, and building long-term relationships through consultative selling.
Skilled in prospecting, cross-selling, and delivering exceptional service while maintaining compliance with industry regulations.
Office Manager /Licensed Insurance Producer at Pete Sleasman - State Farm Insurance AgentOffice Manager /Licensed Insurance Producer at Pete Sleasman - State Farm Insurance Agent