Carin Joy Simmerman
Tampa,FL
Summary
Results-driven Independent Sales Agent with proven aptitude for learning and demonstrating new products. Highly engaged and positive individual with in-depth understanding of direct sales processes. Outstanding track record of effectively assessing customer needs, presenting solutions and closing sales.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Independent Sales Agent
R.S Senior Solutions
08.2019 - Current
- Established long-lasting relationships with clients by addressing their needs promptly and professionally.
- Cultivated a strong referral network by building positive relationships with existing clients and industry professionals.
- Successfully resolved client concerns through active listening skills while offering viable solutions that benefited both parties.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Collaborated with underwriters to ensure timely policy issuance and appropriate coverage for clients' unique requirements.
Licensed Insurance Sales Agent
Senior Healthcare Direct
08.2018 - 08.2019
- Increased client satisfaction by providing personalized insurance recommendations based on individual needs.
- Boosted sales revenue by accurately identifying cross-selling opportunities during client interactions.
- Retained existing customers by addressing concerns promptly and offering customized solutions for their changing needs.
- Established trust with diverse clientele by demonstrating empathy, professionalism, and expertise throughout all engagements.
Licensed Insurance Sales Agent
TZ Insurance
05.2011 - 07.2018
- Consistently met or exceeded monthly performance goals using disciplined time management skills.
- Boosted client satisfaction by consistently providing exceptional customer service and product knowledge.
- Played a key role in maintaining compliance with industry regulations, adhering to ethical standards and company policies at all times.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Licensed Regional Sales Agent
HealthPlan Services
03.2008 - 05.2011
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
- Expanded customer base through effective networking, cold calling, and relationship-building strategies.
- Drove revenue growth by consistently meeting or exceeding sales targets through strategic planning and execution.
- Collaborated with underwriters to develop tailored insurance solutions for clients while managing risk exposure for the company.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
Education
Some College - Undecided
University of South Florida
Tampa, FLSkills
- Upselling Strategies
- Closing Techniques
- CRM Proficiency
- Objection Handling
- Active listening
- Product knowledge
- Goal setting
- Relationship building
Certification
Florida 2-15 Life, Health, and Variable Annuity Agent License.
Licensed in 28 states nationwide.
References
References available upon request.
Timeline
Independent Sales Agent
R.S Senior Solutions
08.2019 - Current
Licensed Insurance Sales Agent
Senior Healthcare Direct
08.2018 - 08.2019
Licensed Insurance Sales Agent
TZ Insurance
05.2011 - 07.2018
Licensed Regional Sales Agent
HealthPlan Services
03.2008 - 05.2011
Some College - Undecided
University of South Florida
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