Brittany McMillan
Silverhill
Summary
Dynamic professional with a proven track record in insurance sales and banking, notably at Josh Wild Insurance, State Farm. Excelled in customer service and asset protection, consistently exceeding sales quotas. Skilled in critical thinking and negotiation, adept at transforming client needs into tailored financial solutions. Achieved significant client satisfaction and retention through professionalism and analytical skills.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Josh Wild Insurance, State Farm
03.2013 - Current
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
- Effectively managed multiple accounts simultaneously, prioritizing tasks based on urgency and importance.
- Analyzed customer needs to provide customized insurance solutions.
BANKER
PNC Bank
01.2011 - 03.2013
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Balanced teller drawers and ATM cash.
- Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
- Managed high-value accounts, ensuring personalized service that resulted in maintained balances and satisfied clients.
Education
High School Diploma -
Robertsdale High School
Robertsdale, AL05-2010
Skills
- Customer service
- Insurance sales
- Product knowledge
- Strong negotiation
- Licensed insurance agent
- Asset protection
- Sales quota achievement
- Marketing
- Critical thinking
- Reliability
- Professionalism
- Analytical skills
Accomplishments
- Achieved insurance licensing with the state of Alabama for Property & Casualty, and Life & Health.
- Managed a team of 12 in life insurance sales.
Certification
- Accident and Health License – Alabama Department of Insurance.
- Property and Casualty License - Alabama Department of Insurance.
- Surplus Lines License – Alabama Department of Insurance.
- Life and Health Insurance License - Alabama Department of Insurance.
Timeline
Insurance Sales Agent
Josh Wild Insurance, State Farm
03.2013 - Current
BANKER
PNC Bank
01.2011 - 03.2013
High School Diploma -
Robertsdale High School
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