Carrie Heberer
Licensed Insurance Agent
Coeur d Alene,ID
Summary
Driven licensed insurance agent with nearly 8 years experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving sales goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Seeks to maintain full-time position that offers professional challenges utilizing excellent interpersonal, time management and problem-solving skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Licensed Insurance Producer
Infinity Insurance Group
03.2015 - 09.2022
- Promoted products and services using upselling and other sales strategies.
- Exceeded agency quotas for monthly policy sales.
- Utilized targeted email campaigns and cold calling to increase revenue.
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Attended continuing education courses to gain additional insurance industry knowledge.
Inbound Sales Agent
Qualfon USA
04.2012 - 03.2015
- Answered phone with friendly greeting to create positive inbound calling experience for customers.
- Asked fact-finding questions to determine customer needs and expectations and recommended specific products and solutions.
- Memorized scripts to achieve easy conversational flow in interactions with potential customers.
- Overcame objections using friendly, persuasive strategies and incorporated cross-selling, up-selling and add-ons and offered promotional items to increase sales.
- Consistently worked with an average of 100 daily inbound calls to maintain a 20% or above conversion rate of sales to calls.
Housekeeper
The Roosevelt Inn
08.2010 - 04.2012
- Cleaned and stocked guest rooms by replacing used towels and linens vacuuming floors, making beds, and restocking bathroom items.
- Engaged with guests on room requirements and amenities to promote overall satisfaction.
- Delivered excellent customer service to support company reputation and patron satisfaction.
- Was briefly shown on the reality television show “Hotel Hell” hosted by Gordon Ramsay.
Education
General Studies -
North Idaho College
Coeur D'Alene, ID06.2014
High School Diploma -
Wallace High School
Wallace, ID05.2010
Skills
- Interpersonal Skills
- Risk assessment
- Excellent communication
- Adaptability
- Multitasking capabilities
- CRM Tracking
- Sales Quota Achievement
- Relationship Building
- Organizational skills
- Strong negotiation
- Consultative Sales Approach
- Insurance Sales Expertise
- Attention to detail
- Computer proficiency
- Insurance Terminology
- Carrier Relations
- Professional Relationships
Certification
ID Property & Casualty
Accomplishments
- Two time recipient of Safeco Personal Lines Achievement Awards for sales excellence
- Earned producer of the year award for 2020 sales year with Infinity Insurance Group
- Won multiple vacations for sales excellence
- Used Microsoft Excel for quotes and sales tracking spreadsheets.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
You often meet your fate on the road you take to avoid it.
French proverb
Timeline
Licensed Insurance Producer
Infinity Insurance Group
03.2015 - 09.2022
Inbound Sales Agent
Qualfon USA
04.2012 - 03.2015
Housekeeper
The Roosevelt Inn
08.2010 - 04.2012
General Studies -
North Idaho College
High School Diploma -
Wallace High School
ID Property & Casualty
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