Carly Backiel
New York,NY
Summary
Experienced Agency Development Manager with a proven track record of driving growth through effective management of agency and carrier relationships. Goal-oriented team player with a focus on increasing production and customer satisfaction. Offers attention to detail and industry knowledge to guide agents from start to finish.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Agency Development Manager
Agentero
Oakland, CA
02.2023 - Current
- Onboarded new insurance agents for business growth and carrier access alignment
- Cultivated strong relationships with carrier representatives to foster mutual growth
- Guided expansion of agents' portfolio with commercial, home, and auto carriers
- Designed email campaigns to inform agents about new carriers and appetites
Sales Development Representative
Agentero
Oakland, CA
02.2022 - 02.2023
- Identified and contacted potential customers through cold calling, email campaigns, and social media outreach.
- Gathered customer requirements and provided product information to meet their needs.
- Provided timely follow-up after initial contact for further customer engagement.
Insurance Agent
State Farm
Melville, NY
10.2020 - 02.2022
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Advised customers on the best ways to minimize risks associated with their assets.
Insurance Agent
First Heritage Insurance Agency
Melville , NY
08.2019 - 10.2020
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Monitored clients' insurance coverages to ensure changing needs were met.
Education
Bachelor of Science - Business Economics
SUNY Oneonta
Oneonta, NYSkills
- Sales Growth
- Business Development
- Relationship Building
- Collaborate cross-functionally
- Problem-solving abilities
- Product Development
- Task Prioritization
- Adaptability
Certification
- Personal Lines Insurance Licensed
- Life & Health Insurance Licensed
Accomplishments
- Exceeded sales expectations as a Sales Development Representative and was promoted to an Agency Development Manager within my first year at Agentero
Timeline
Agency Development Manager
Agentero
02.2023 - Current
Sales Development Representative
Agentero
02.2022 - 02.2023
Insurance Agent
State Farm
10.2020 - 02.2022
Insurance Agent
First Heritage Insurance Agency
08.2019 - 10.2020
Bachelor of Science - Business Economics
SUNY Oneonta
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