Chantell Williams
Mansfield
Summary
Accomplished Insurance Agent and Financial Services Representative with a proven track record at companies like State Farm, adept in client relations and policy writing. Leveraged expertise in customer service and CRM software to enhance client satisfaction and exceed sales targets. Known for professionalism and ethics, consistently achieving goals through strategic client needs analysis and account management.
Overview
2023
2023
years of professional experience
Work History
Insurance Agent
Allstate Corp
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Financial Services Representative
Charles Schwab
03.2021 - 02.2023
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Insurance Agent
State Farm
01.2017 - 12.2020
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Inside Sales Representative
Chase Bank
05.2019 - 02.2021
- Answered customers' questions regarding products, prices, and availability.
- Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
- Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
- Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
- Determined needs, delivered solutions, and overcame objections through consultative selling skills.
- Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
- Used CRM software to maintain detailed contact logs and account records.
- Set up new accounts, established customer credit and set up payment methods.
Education
Bachelors - Dental Hygiene
Texas A&M University
College Station, TX09.2015
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client relations
- Client needs analysis
- Account management
- Life insurance
- Policy writing
- CRM software
Timeline
Financial Services Representative
Charles Schwab
03.2021 - 02.2023
Inside Sales Representative
Chase Bank
05.2019 - 02.2021
Insurance Agent
State Farm
01.2017 - 12.2020
Insurance Agent
Allstate Corp
Bachelors - Dental Hygiene
Texas A&M University
Similar Profiles
Megon FrancoisMegon Francois
Licensed Insurance Producer at Allstate CorpLicensed Insurance Producer at Allstate Corp
David BensonDavid Benson
Inside Sales Representative at Allstate CorpInside Sales Representative at Allstate Corp
Ashley ParadisAshley Paradis
Insurance Claims Specialist/Remote at Allstate CorpInsurance Claims Specialist/Remote at Allstate Corp
Kendra DottinKendra Dottin
Claim Service Leader at Allstate CorpClaim Service Leader at Allstate Corp
Michelle RobinsonMichelle Robinson
Sales Consultant at ClearChoice Implant CenterSales Consultant at ClearChoice Implant Center