CHARLES NELSON
Olive Branch,MS
Summary
Results-driven insurance and sales professional with 27 years of executive management experience. Consistently ranked in the top 5% of all sales positions, showcasing a proven ability to deliver exceptional results. My sales experience spans clients at all levels, from CEOs and Senior Executives to Brokers, Agents, and individual clients. Additionally, I bring extensive expertise in acquiring new accounts regionally, nationally, and internationally. Through my passion for building long-term relationships and a keen eye for identifying opportunities, I am a valuable asset in driving revenue growth and achieving organizational objectives. My track record of success and commitment to unparalleled customer satisfaction makes me a perfect fit to contribute to the continued success of a dynamic organization.
Overview
16
16
years of professional experience
Work History
CSR, Sales
Kellon Insurance Agency
Bartlett, TN
08.2023 - 03.2026
- Managed customer inquiries, providing accurate information on insurance products and services.
- Developed tailored insurance solutions based on client needs and risk assessments.
- Streamlined claims processing by enhancing communication between clients and insurers.
- Trained new staff on operational procedures and customer service best practices.
Sales
GEICO
Memphis, TN
06.2023 - 08.2023
- Increased sales revenue by implementing strategic sales plans and monitoring market trends.
- Increased sales revenue by implementing innovative marketing strategies and effective sales team management.
- Boosted sales revenue by implementing innovative marketing strategies and refining sales techniques.
- Analyzed sales performance to identify areas of weakness, making recommendations to improve sales.
Gold Customer Service
Safeco Insurance Company
02.2022 - 04.2023
- Accomplished the remarkable achievement of consistently surpassing goals, exceeding targets by an outstanding 150%.
- Streamlined and facilitated policy changes for clients while providing clear and concise explanations of complex insurance coverages, resulting in enhanced customer understanding and satisfaction.
- Proactively contribute to the growth of the company by identifying and referring potential sales leads to the sales department, fostering new business opportunities and revenue generation.
- Establish a customer feedback system, and collect and analyze data to identify areas for improvement.
Personal Lines Producer
Liberty Mutual
Nashville, TN
01.2020 - 01.2022
- Implemented a client retention strategy that increased policy renewals year over year, contributing to a higher client lifetime value.
- Utilized data analysis and market research to identify untapped market segments, creating customized insurance solutions that met the unique needs of diverse client groups.
- Trained and mentored junior sales team members, resulting in an improvement in their individual sales performance and overall team productivity.
- Demonstrated exceptional product knowledge and industry expertise to clients, gaining their trust and confidence in making informed insurance decisions.
Insurance Agent, Sales
AAA Insurance Agency
MS
01.2020 - 01.2020
- Leveraged strong negotiation skills to secure advantageous contracts with major carriers, resulting in improved client coverage options and an enhanced company reputation.
- Conducted in-depth policy analyses for clients, identifying coverage gaps and tailoring insurance packages to meet their needs, leading to over 90% client retention rate.
- Actively participated in industry networking events, expanding the agency's professional network and generating new business opportunities.
Personal Lines Agent
USI Insurance
01.2018 - 01.2019
- Implemented a client retention strategy that increased policy renewals year over year, contributing to a higher client lifetime value.
- Demonstrated exceptional product knowledge, resulting in a 95% customer satisfaction rating and positive feedback in client surveys.
Insurance Agent, Sales
AAA Insurance Agency
01.2013 - 01.2018
- Enhanced efficiency and customer satisfaction by working with cross-functional teams to streamline sales processes.
- Cultivated and nurtured strong, long-lasting relationships with clients, earning a reputation for providing personalized insurance solutions tailored to individual needs.
- Accomplished record-breaking sales performance by achieving the 2016 Sales Excellence Award, securing the 2nd highest sales in the State of TN for AAA Insurance Agency.
- Streamlined the application process by implementing digital solutions, reducing processing time, and enhancing overall efficiency.
Insurance Agent, Sales
Crye-Leike Insurance Agency
01.2011 - 01.2013
- Exceeded quarterly sales targets by demonstrating a deep understanding of insurance products and client needs to provide tailored solutions.
- Successfully generated a robust client base of over 50 individuals and businesses through effective networking and prospecting strategies.
- Implemented a streamlined customer relationship management (CRM) system, increasing client retention and satisfaction.
Insurance Agent, Sales
AAA Insurance Agency
01.2010 - 01.2011
- Surpassed 2010 sales target by an impressive 150%, achieving exceptional results and demonstrating consistent high performance.
- Ranked within the top 2% of all AAA employees, showcasing outstanding sales and customer relationship management skills.
- Recognized and honored with the prestigious Exceptional Employee Award for consistently delivering exceptional performance and exceeding expectations.
Education
B.S. - Aviation Management
Delta State University
Cleveland, MS01-1991
Skills
- Proficient in Microsoft Word
- Client Retention
- Market Research
- Sales Training
- Product Knowledge
- Database Systems
- Data Entry
- Team Collaboration
- Customer Service
- Attention to Detail
- Cross-selling
- Negotiation
- Policy Analysis
- Networking
- Process Improvement
- Relationship Building
- Sales Excellence
- CRM Utilization
- Leadership Skills
- Problem-Solving
Timeline
CSR, Sales
Kellon Insurance Agency
08.2023 - 03.2026
Sales
GEICO
06.2023 - 08.2023
Gold Customer Service
Safeco Insurance Company
02.2022 - 04.2023
Personal Lines Producer
Liberty Mutual
01.2020 - 01.2022
Insurance Agent, Sales
AAA Insurance Agency
01.2020 - 01.2020
Personal Lines Agent
USI Insurance
01.2018 - 01.2019
Insurance Agent, Sales
AAA Insurance Agency
01.2013 - 01.2018
Insurance Agent, Sales
Crye-Leike Insurance Agency
01.2011 - 01.2013
Insurance Agent, Sales
AAA Insurance Agency
01.2010 - 01.2011
B.S. - Aviation Management
Delta State University
ADDITIONAL WORK EXPERIENCE
- Farmers Insurance Group
- Insurance Sales and Service
- 2008-2010
- Presidio Network Solutions
- Sales
- 2007-2008
- Prosys Information Systems
- 2004-2007
- AT&T Wireless- Memphis, TN
- 2002-2004
- Mid-South Fire and Casualty
- Director of Marketing
- 1999-2002
- Cason Financial- Birmingham, AL
- Account Representative
- 1995-1999
Licensed- P&C , Life Health
My favorite Hobby is to play with my grandchildren