Summary
Overview
Work History
Education
Skills
Valor Mentorship Program, 2024 to current
Timeline
Generic

Brittany May

Insurance Sales Advisor II, Products +
Las Vegas,NV

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

9
9
years of professional experience

Work History

Insurance Sales Advisor II, Products +

Liberty Mutual
10.2024 - Current
  • Quoting High Lifetime Value Clients with Choice, Safeco, and Pet capabilities
  • Engaging in teams chats to share best practices and motivating other team members
  • Engaging in huddles and team meetings to utilize opportunities to share best practices, sales tips and tricks, and experiences that will help others achieve their goals
  • Quoting and binding Liberty Mutual auto, home, renters, umbrella, and pet insurance products
  • Quoting and binding Safeco RV, classic and antique auto, boat, and other recreational vehicles
  • Quoting and binding choice auto and recreational vehicles
  • Meeting and exceeding net sales goals, auto and property conversion metrics, and life transfers
  • Volunteering to lead huddles when supervisor is out of office and seeking opportunities to inspire the team
  • Consistently displaying leadership skills to both upper management and to colleagues

Insurance Sales Advisor

Liberty Mutual
01.2024 - 10.2024
  • Met sales targets consistently by employing effective sales strategies and leveraging industry knowledge to close deals
  • Participated in ongoing professional development opportunities, staying current on industry trends and product offerings to better serve clients
  • Increased client satisfaction by providing personalized insurance recommendations based on their unique needs and financial goals
  • Focused on incorporating pet insurance into call flow with some months finishing highest on the team for net pet sales
  • Navigated and adapted to company and team changes by remaining goal oriented and growth focused

Insurance Sales Advisor (Pilot Program, OIB)

Liberty Mutual
01.2023 - 01.2024
  • Individually and collectively part of a team selected to participate in a pilot program to receive calls specifically from customers that started quotes online and needed assistance with finalizing
  • Met and exceeded sales goals consistently achieving the following percent to goal for each month of 2023: January 127.01% to goal, February 198.52% to goal, March 198.52% to goal, April 175.25% to goal, May 154.54% to goal, June 162.76% to goal, July 169.03% to goal, August 217.24% to goal, September 183.66% to goal, October 221.15% to goal, November 253.90% to goal, and December 214.29% to goal
  • Specialized in system error workarounds in certain states or cases where error was specifically attached to internet quote id number
  • Specialized in using sales skills and verbiage when online quote discount was not applicable and price increased due to various reasons
  • Specialized in overcoming objections when price changed from what was provided online
  • Specialized in using mono-line online quotes as opportunities to pivot to other lines of business
  • Consistently exceeded cross-sale and conversion rate metrics
  • Focused on value-based selling leveraging company and product value
  • Engaged in huddles and team chats to share ideas, best practices, verbiage, underwriting knowledge, and consistently motivated the team

Insurance Sales Advisor, IB

Liberty Mutual
03.2021 - 01.2023
  • Consistently followed up with prospective clients in a timely manner, converting leads into successful sales transactions
  • Maintained detailed records of sales activities for future reference and performance analysis purposes
  • Handled high volume of inbound calls from prospective customers during peak periods while maintaining excellent attention to detail and professional rapport
  • Negotiated contracts and terms of sale with potential customers
  • Monitored customer feedback and identified areas of improvement
  • Calculated premiums and established payment methods for sales
  • Finalized sales and collected necessary deposits
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas
  • Analyzed customer needs to provide customized insurance solutions
  • Educated clients on insurance policies and procedures
  • Sold auto, home, umbrella and other various insurance products to individuals using consultative selling techniques
  • Identified affinity such as credit union or employer to build value, gain customer trust, and leverage company and product value to ensure customer satisfaction and business retention
  • Actively engaged in huddles and teams chats to share ideas, insight, knowledge and motivation to encourage individual and team success
  • Received Diamond Award in 2022

Insurance Sales Agent

State Farm
06.2020 - 03.2021
  • Led morning meetings consisting of sales role playing, setting daily sales targets, and reviewing office goals and updates
  • Attended networking events to build relationships and generate referrals from real estate agents, mortgage loan officers, lawyers, and auto dealership owners
  • Consistently visited local car dealerships to provide business cards to generate referrals
  • Provided comprehensive product knowledge and guidance to help clients on product selection
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs
  • Cold called mono-line customers from existing book of business pivoting to other product offerings, cold called customers that started quote online, and cold called leads generated from a third party lead source consisting of customers looking for better pricing on their auto or home insurance
  • Met and exceeded sales goals of writing insurance policies for auto, home, personal articles, life and health
  • Scheduled and met with prospect customers in office daily focusing on building rapport, gaining client trust, and writing new business
  • Encouraged office morale by weekly potlucks, sales rewards, daily meetings, and morning sales role playing
  • Providing sales techniques to team members to ensure individual and office success
  • Sold the largest life insurance policy of the office ever written, generating many years of premium commission to the agency

Insurance Customer Service Specialist

State Farm
12.2019 - 05.2020
  • Worked closely with sales teams to identify cross-selling opportunities, helping grow the company's book of business
  • Participated in ongoing training sessions to stay up-to-date on industry trends, product offerings, and regulatory changes
  • Managed a high volume of inbound calls, assisting with coverage inquiries and policy changes
  • Maintained strong relationships with both new and existing clients through proactive communication and followups
  • Achieved performance targets by consistently meeting or exceeding key performance indicators for call handling metrics
  • Reduced wait times by quickly addressing customer questions regarding billing, policy changes, and claim status updates

Insurance Customer Service Representative

American National Insurance Company
06.2016 - 08.2019
  • Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction
  • Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns
  • Answered incoming phone calls to articulate product value to prospective customers and support current policyholders
  • Assisted clients with policy updates and modifications, ensuring accurate coverage
  • Received recognition for excellent customer service skills from supervisors resulting from consistent positive feedback received from clients
  • Collaborated effectively with internal departments such as claims adjusters, underwriting staff, accounting, and the billing department allowing seamless coordination between parties involved in the client relationship management process
  • Assisted with policy inquiry and policy changes on behalf of agents
  • Consistently participated in corporate meetings sharing best practices, underwriting and company updates, and providing helpful professional experiences to help the team be successful


Marketing Coordinator

Teen Challenge Women's Ministry
12.2015 - 06.2016
  • Generated sponsorships with related and partnering entities to enhance marketing objectives
  • Continually maintained and improved company's reputation and positive image in markets served
  • Executed comprehensive marketing plans that consistently achieved targets for increased revenue
  • Led team of marketing professionals, offering mentoring and coaching to build knowledge and skills
  • Managed budget allocation and resource utilization to maximize marketing ROI
  • Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors
  • Scheduled and managed weekly fundraisers leading teams to exceed sales targets
  • Daily contacted prospects via cold-calling negotiating with potential investors
  • Exceeding sales targets as the top fundraiser and taking teams to the top revenue generating teams in the company

Education

Bachelor of Science in Business Management - Business Management

Western Governors University
Salt Lake City, UT
05.2001 -

Skills

Product knowledge

New business development

Rapport building

Consultative sales techniques

Sales quota achievement

Insurance sales strategy

Problem-solving abilities

Team leadership

Multitasking Abilities

Excellent communication

Decision-making

Critical thinking

Active listening

Adaptability and flexibility

Valor Mentorship Program, 2024 to current

I joined Valor Mentorship Program in 2024 in pursuit of seeking continued professional growth and development. I have had the privilege of being paired with a tenured customer service supervisor that has helped further develop my leadership skills. During our meetings, we share department insight including my idea for customer service and sales teams to collaborate by generating more leads for the DRC from the CRC. I was invited to attend and lead 2 of my mentor's team huddles, and I took this opportunity to present some suggestions to the team to help generate more leads for the DRC. I shared verbiage including ways to pivot to other lines of business for mono-line existing customers, I encouraged listening for ques during the call that would indicate the customer would be a good fit for other products that we offer, and I explained how customer service is speaking with the warmest lead a company has: a customer that is already doing business with the company. I shared that by having 9 years of experience in the insurance industry, with 4 years of my background being in customer service, I do understand that the focus of customer service is primarily problem-solving. However, I encouraged the team to recognize that the customer service department also encompasses aspects of sales. I explained that each of us have a responsibility to prioritize customer satisfaction and retention, and we do that by getting our products in front of the customer so that the customer can make an informed decision. I provided examples of ways to plant seeds during the call, and I shared that through rapport building and prioritizing customer needs, we provide continuous customer satisfaction and increase business retention. By generating leads for the DRC for multi-line and pet opportunities, this reduces policy acquisition costs since it takes 2-4 years for a policy to become profitable. I also explained that customers are less likely to leave a company that they currently have multiple lines of business with. Furthermore, I shared a pet PowerPoint presentation sharing the value and benefits of pet insurance, and I encouraged sharing their own pet story with the customer so that it resonates with the customer the importance of getting their pet protected with one of our great pet insurance products. Since the meeting, I have seen a noticeable difference in inbound calls generated by customer service, and I intend to share this with my team so that we can monitor progress.

Timeline

Insurance Sales Advisor II, Products +

Liberty Mutual
10.2024 - Current

Insurance Sales Advisor

Liberty Mutual
01.2024 - 10.2024

Insurance Sales Advisor (Pilot Program, OIB)

Liberty Mutual
01.2023 - 01.2024

Insurance Sales Advisor, IB

Liberty Mutual
03.2021 - 01.2023

Insurance Sales Agent

State Farm
06.2020 - 03.2021

Insurance Customer Service Specialist

State Farm
12.2019 - 05.2020

Insurance Customer Service Representative

American National Insurance Company
06.2016 - 08.2019

Marketing Coordinator

Teen Challenge Women's Ministry
12.2015 - 06.2016

Bachelor of Science in Business Management - Business Management

Western Governors University
05.2001 -
Brittany MayInsurance Sales Advisor II, Products +