Dedicated insurance sales agent with a proven ability to enhance customer relationships, drive client retention, and provide exceptional service. Skilled in problem-solving and effective communication.
Overview
11
11
years of professional experience
Work History
Insurance Sales Agent
Penny Kleinschmidt State Farm
Knoxville, TN
05.2025 - Current
Assisted clients in understanding insurance products and coverage options.
Conducted needs assessments to identify suitable insurance policies for clients.
Maintained accurate records of client interactions and policy details.
Built relationships with existing clients by providing exceptional service.
Processed applications and paperwork related to policy issuance or renewal.
Assisted clients in selecting appropriate coverage options for their needs.
Identified cross-selling opportunities among existing customers.
Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Advised clients on coverage amounts needed based on individual circumstances.
Insurance Sales Agent
MATT COUGHLIN STATE FARM
TALBOTT, TN
12.2014 - 04.2025
Assisted clients in understanding insurance products and coverage options.
Conducted needs assessments to identify suitable insurance policies for clients.
Maintained accurate records of client interactions and policy details.
Built relationships with existing clients by providing exceptional service.
Processed applications and paperwork related to policy issuance or renewal.
Assisted clients in selecting appropriate coverage options for their needs.
Identified cross-selling opportunities among existing customers.
Advised clients on coverage amounts needed based on individual circumstances.
Provided guidance about different types of insurance products available.
Generated leads through cold calling, networking, referrals, and other marketing initiatives.