Cecilia Carlos
Galena,IL
Summary
Adept at consultative selling, I significantly enhanced client retention and policy sales at State Farm by leveraging my expertise in auto insurance and exceptional relationship management skills. Through strategic planning and customer engagement, I fostered trust and loyalty, driving revenue growth while ensuring clients' needs were met with personalized solutions.
Overview
10
10
years of professional experience
Work History
Insurance Sales Representative
State Farm
01.2003 - 02.2013
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Collaborated with colleagues to identify cross-selling opportunities within existing client accounts, maximizing revenue potential per account.
- Managed a diverse portfolio of accounts, offering personalized attention to each client to foster loyalty and trust.
- Streamlined the quoting process by implementing an efficient system to track and manage leads.
- Collaborated with underwriters to customize policies and ensure accurate risk assessment.
- Maintained a high level of product knowledge, staying current on industry trends and changes in regulations.
- Educated clients on various insurance products, empowering them to make informed decisions that suit their needs.
- Boosted client retention rates by providing exceptional customer service and addressing concerns promptly.
- Connected with prospective clients to set appointments.
- Conducted thorough risk assessments, identifying potential gaps in coverage and recommending appropriate solutions.
- Adapted selling strategies based on individual client needs and preferences while maintaining compliance with state regulations.
- Utilized technology platforms effectively to manage client information, track sales activities, and optimize lead generation efforts.
- Increased policy sales by developing and maintaining strong relationships with clients.
- Stayed in touch with clients to assess changing demands and offer new solutions.
- Maintained detailed records of customer information and policy sales.
- Generated sales by recommending policies and add-ons.
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Conducted regular policy reviews with existing clients to ensure continued alignment with their evolving needs and risk profiles.
- Assisted clients in navigating the claims process, ensuring timely resolution of issues and promoting overall satisfaction.
- 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.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Followed up promptly with interested clients to close sales.
- Negotiated contracts with clients to establish best coverage with lowest cost.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
Education
HS Diploma - General Studies
Round Lake Senior High
Round Lake, IL06.1999
Skills
- Goal oriented
- Strategic planning
- Relationship management
- Schedule coordination
- Customer service
- Team training and development
- Teamwork
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Reliability
- Excellent communication
- Critical thinking
- Organizational skills
- Team leadership
- Adaptability and flexibility
- Verbal and written communication
- Customer engagement
- Relationship building
- Data entry
- Customer complaint resolution
- Client consultations
- Customer account review
- Auto insurance
- Policy changes
- Professionalism
Client relations
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
Insurance Sales Representative
State Farm
01.2003 - 02.2013
HS Diploma - General Studies
Round Lake Senior High
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