Results-oriented Insurance Sales Consultant with expertise in developing and executing sales strategies for insurance products. Skilled in client relationship management, risk assessment, and policy customization. Focused on identifying client needs and delivering tailored solutions to drive sales growth and enhance customer satisfaction.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Insurance Sales Consultant
Progressive
Mayfield Heights, Ohio
05.2025 - Current
Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Assisted clients in selecting appropriate insurance policies and coverage options.
Conducted thorough needs assessments to identify client insurance requirements.
Educated customers on policy features, benefits, and claims processes.
Identified opportunities for cross-selling additional products or services.
Provided product information and answered questions from potential customers regarding coverage options.
Insurance Customer Service Representative
GEICO, Government Employees Insurance
Macon, GA
11.2024 - 05.2025
Assisted customers with policy inquiries and claims processing.
Educated clients on coverage options and policy benefits.
Handled customer complaints and resolved issues effectively.
Processed insurance policy changes and updates accurately and efficiently.
Educated customers on new insurance products and services relevant to their needs.
Facilitated payment processing for premium payments and renewals.
Asked probing questions and offered solutions to resolve customer issues.
Researched relevant policy information to answer customer questions.
Assessed coverage levels, discussed changes in policies, and processed applications for new insurance plans.
Bank Teller
Wells Fargo
Kathleen, Georgia
04.2020 - 08.2024
Performed cash handling duties including counting currency, coins and checks.
Adhered to compliance regulations and security procedures consistently.
Supported training of new tellers on operational procedures and systems.
Education
Lake Worth High School
Lake Worth, FL
Skills
Licensed insurance agent
Policy analysis
Product knowledge
Lead generation
Cross-selling strategies
Proactive problem solving
Attention to detail
Effective communication
Adaptability
Certification
Georgia Department of Insurance Resident Agent Personal License