Carol Charles
Kennesaw,GA
Summary
Experienced insurance sales agent recognized for strong mentorship and training skills. Successfully cultivated client relationships and streamlined claims processes to enhance customer satisfaction and drive business growth.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
26
26
years of professional experience
Work History
Insurance Sales Agent
Allstate Insurance Co
Marietta GA
03.2007 - Current
- Developed tailored insurance solutions to meet diverse client needs.
- Cultivated strong client relationships, enhancing customer retention and satisfaction.
- Led training sessions for new agents on product knowledge and sales techniques.
- Implemented strategic marketing initiatives to expand client base and increase visibility.
- Responsible for claims handling with Allstate and/or claimants existing company.
- Streamlined claims processing procedures, improving efficiency and client experience.
- Mentored junior agents, fostering a collaborative team environment focused on success.
- Evaluated policy performance regularly, ensuring alignment with company standards and goals.
- 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.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Streamlined claims process, improving client satisfaction during stressful situations.
- Increased policy renewal rates with personalized follow-up strategies.
- Improved client understanding of complex insurance products with clear, concise explanations.
- Generated leads through cold-calling, networking and other outreach methods. Goals were to make 30-50 calls per day.
Insurance Agent
Allstate Insurance Co
Queens Village, NY
01.2000 - 03.2007
- Developed and maintained strong client relationships to enhance customer satisfaction and loyalty.
- Analyzed clients' insurance needs and provided tailored policy recommendations to ensure optimal coverage.
- Educated clients on policy details, claims processes, and risk management strategies effectively.
- Trained new agents on sales techniques, compliance regulations, and company policies to ensure team success.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
- Facilitated smooth claim processes for clients, ensuring they received prompt and fair settlements.
- Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
- Streamlined renewal process, making it easier for clients to update and maintain their policies.
- Met with customers to provide information about available products and policies.
Sales Associate
Allstate Insurance Co
Bronx, NY
01.2005 - 01.2007
- Developed and maintained customer relationships to foster loyalty and repeat business.
- Executed sales transactions accurately and efficiently using point-of-sale systems.
- Developed customized insurance solutions to meet client needs and enhance satisfaction.
- Cultivated strong relationships with clients, fostering trust and loyalty.
- Implemented strategies to exceed sales targets while maintaining high customer service standards.
- Coordinated claim processing between clients and insurance carriers, working diligently to ensure prompt resolution of disputes or concerns.
Education
High School Diploma -
Truman High School
The Bronx, NY06.1986
Associate of Arts - Business Administration And Management
Borough of Manhattan Community College
New York (City), NY05.1990
No Degree -
Baruch College
New York, NYProperty & Casualty Insurance License - Insurance P&C
Business School Of Insurance
New York03.1987
L&H Insurance License - Insurance
RS Thomas Training Associates
Atlanta GA03.1987
Real Estate License - Real Estate
Real Estste Licence Class
Woodstock, GA01.2022
Skills
- Customer service
- Insurance sales
- Strong negotiation
- Product knowledge
- Cold calling
- Lead prospecting
- Client retention
- Account management
- Licensed insurance agent
- Team training and development
- Customer retention
- New business development
- Sales quota achievement
- Account retention
Accomplishments
Honor Ring
Allstate Fast Start Agent Award
Sales Achievment Awards
Timeline
Insurance Sales Agent
Allstate Insurance Co
03.2007 - Current
Sales Associate
Allstate Insurance Co
01.2005 - 01.2007
Insurance Agent
Allstate Insurance Co
01.2000 - 03.2007
Real Estate License - Real Estate
Real Estste Licence Class
High School Diploma -
Truman High School
Associate of Arts - Business Administration And Management
Borough of Manhattan Community College
No Degree -
Baruch College
Property & Casualty Insurance License - Insurance P&C
Business School Of Insurance
L&H Insurance License - Insurance
RS Thomas Training Associates