Celeste Dunlap
Las Vegas,NV
Summary
Successful and seasoned insurance agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
13
13
years of professional experience
Work History
Sr Preservation Consultant Licensed
Progressive
09.2020 - Current
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall save above 60% month after month.
- Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Collected premiums on or before effective date of coverage.
- Passionate about learning and committed to continual improvement
- Worked well in a team setting, providing support and guidance
Front Desk Clerk
Best choice collision center
10.2019 - 04.2020
- Answered customer telephone calls promptly and appropriately handled needs.
- Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
- Calculated billings and posted charges to vehicle accounts, reviewing charges with insurance company estimates at checkout.
- Provided quotes on repairs with great accuracy, taking insurance, type of car and extent of damage into consideration.
- Inspected new parts and areas of repair to verify correctness and quality.
- Maintained payroll information by calculating, collecting and entering data.
- Initiated direct deposits and prepared manual checks for 12 employees.
- Processed employee W-9 and I-9 forms and managed benefits and leave time.
- Issued tax forms on annual basis.
- Adjusted employee tax status along with information regarding withholding.
Driver
Uber Partner Drivers
02.2019 - 10.2019
- Achieved high customer ratings on post-trip surveys for timeliness, vehicle cleanliness and customer service.
- Optimized profitable time by anticipating surge areas, targeting highly trafficked sectors and daisy-chaining rides.
- Picked up riders at designated locations and greeted upon vehicle entry.
- Used GPS to determine fastest route to destinations in order to save riders money and maximize availability.
- Placed safety as top priority for rides and followed community guidelines for engaging emergency personnel.
- Helped passengers with luggage, collected fares and politely answered questions.
- Protected riders with good driving habits, emergency first aid and discrete handling of special circumstances.
Licensed Insurance Producer
Sitel USAA 3rd Party Call Center
10.2017 - 12.2018
- Inbound Calls
- Within the first 2 months I was receiving 100% customer service surveys and was #1 out of 250 agents in the Call Center, included metrics for attendance, average handle time & quality of calls
- Provided coverage option information to assist clients in protecting assets
- Attended continuing education courses and workshops to gain additional insurance industry knowledge
- Promoted USAA products and services using upselling and other sales strategies
- Built relationships with clients through active listening and showing empathy/sympathy to provide excellent service
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
- Calculated premiums and established payment methods for sales
- Conducted annual reviews of existing policies to update information.
Salesman/Finance/DMV & Title Clerk
Go Motors USED CARS
04.2016 - 04.2017
- Managed all purchasing, sales, marketing and customer accountoperations to ensure efficiency and performance
- Drafted professional business memos, letters and marketing copy tosupport business objectives and growth
- Completed accurate and efficient AP/AR actions and resolveddiscrepancies to maintain compliant accounts
- Prepared packages for shipment, pickup and courier services forprompt delivery to customers
- Boosted file efficiency and reduced storage space with proactivemanagement of records and elimination of redundancy
- Tracked and recorded team expenses and reconciled accounts tomaintain accurate, current and compliant financial records
- Kept physical files and digitized records organized for easy updatingand retrieval by any team member with access
- Used consultative sales approach to understand customer needs andrecommend relevant offerings
- Evaluated Go Motors Finance applications against outlinespecifications to approve, reject or recommend adjustments files
- Recommended loan approvals and denials based on customer loanapplication reviews
- Submitted loan applications to loan underwriter for verification andrecommendation.
Business Development Manager
Diamond Hills Chevrolet Buick GMC
12.2013 - 04.2016
- Developed and promoted successful company sales and accountmanagement personnel into leadership positions to drive companygrowth
- Negotiated, prepared and signed contracts with clients
- Collaborated with company departments to develop new strategies tocapitalize on emerging customer and market trends
- Created reports and presentations detailing business developmentactivities
- Supervised team of 10 call center agents in Sales, Parts and Serviceinbound and outbound calls
- Completed and submitted monthly and yearly Sales and Servicereports to enhance executive decision making
- Worked with advertising teams to create, deploy and optimizemarketing initiatives for General Motors/Diamond Hills customers.
Marketing Director
Diamond Hills Chevrolet Buick GMC
11.2011 - 12.2013
- Created innovative strategies to drive customer engagement
- Consulted with product development teams to enhance productsbased on current customer data
- Helped incorporate product changes to drive customer engagementand firm profits
- Conducted continuous evaluations of market trends to stay current onconsumer and competitor changes
- Compiled product, market and customer data to forecast accuratesales and profit numbers
- Assessed and strengthened client digital presence, including rewritingwebsite copy, authoring blog posts and updating social mediaplatforms
- Deployed well-coordinated campaigns, events and public relationsstrategies to facilitate smooth and successful Parking Lot Specialsevery QRT.
Appointment Coordinator
Diamond Hills Chevrolet Buick GMC
07.2011 - 11.2011
- Scheduled appointments for customers in person or over telephone
- Greeted customers upon arrival and provided appropriate forms to fillout
- Assessed customer needs and responded to customer emails and calls
- Performed accounts receivable duties, including invoicing, researchingcharge backs, discrepancies and reconciliations
- Provided general program information and assistance, including the current promotions GM and thedealership were offering.
Collision Estimator
Diamond Valley Honda Collision Center
10.2010 - 01.2011
- Estimating the collision on vehicles and sending the estimate toinsurance companies
- Took photos of the progress and uploaded them to the insurance sitesso the customer could view the progress of their vehicles
- Handle the deductible of the accident from the customer
- Created repair orders (RO) and parts (PO) for our company to keeptrack of all the vehicles coming in and out and who we would bill for the insurance claim.
Education
Bachelor of Science - Business Management with Financial Planning
University of Phoenix-Online Campus
Online04.2024
High School Diploma - undefined
Hemet High School
2013
Skills
- Quickbooks
- Scheduling
- Accounts Payable
- Accounts Receivable
- Payroll
- Marketing
- Office Management
- Human Resources
- Data Entry
- Auto Estimating
- Product Development
- Underwriting
Timeline
Sr Preservation Consultant Licensed
Progressive
09.2020 - Current
Front Desk Clerk
Best choice collision center
10.2019 - 04.2020
Driver
Uber Partner Drivers
02.2019 - 10.2019
Licensed Insurance Producer
Sitel USAA 3rd Party Call Center
10.2017 - 12.2018
Salesman/Finance/DMV & Title Clerk
Go Motors USED CARS
04.2016 - 04.2017
Business Development Manager
Diamond Hills Chevrolet Buick GMC
12.2013 - 04.2016
Marketing Director
Diamond Hills Chevrolet Buick GMC
11.2011 - 12.2013
Appointment Coordinator
Diamond Hills Chevrolet Buick GMC
07.2011 - 11.2011
Collision Estimator
Diamond Valley Honda Collision Center
10.2010 - 01.2011
Bachelor of Science - Business Management with Financial Planning
University of Phoenix-Online Campus
High School Diploma - undefined
Hemet High School
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