CHAVIS M. LIPSCOMB
Winston-Salem,NC
Summary
Result oriented professional in sales and customer service, experienced in maximizing sales by managing all accounts systematically and logically. Committed to the ideals of consistency and dedication to building successful business partnerships. Hardworking, reliable, and resourceful with excellent organizational and staff management skills, combined with the ability to prioritize a substantial workload,. Determined and decisive creative problemsolver with a proven track record of delivering complex transformational change. Team player who drives high business performance and derives business benefits using a collaborative cross-department approach, underpinned by sound business knowledge. Thrives on the opportunity to make a difference to deliver sustainable results while maintaining an environment of transparency and professional integrity. a personable sales agent with highly developed skills in lead generation, account retention, and relationship management. Well-educated in assessing customer needs, introducing new products and services, and processing transactions. Proficient in Microsoft Word, Excel, and Outlook. Astute sales professionals are highly skilled and extremely organized at providing exceptional customer service, processing orders, and managing cash functions. Adept at engaging with customers and captivating attention and interest in product offerings.
Overview
10
10
years of professional experience
Work History
Licensed P&C Sales Agent
TTEC
07.2022 - 01.2024
- Help individuals find coverage for auto and special line policies
- Navigate through the sales process to get the proper coverage for individuals
- Guide individuals via phone and script to set up policies via electronic signature
- Meet daily goals set by company standard while making sure meeting quality scores.
C&E Insurance Solutions
Independent Insurance Agency/Founder & Principal Agent
03.2020 - 06.2022
- Established and operated an independent insurance agency specializing in providing comprehensive insurance solutions to individuals and businesses
- Successfully sold and serviced a diverse portfolio of insurance products including Auto, Home, Life, and Commercial insurance
- Cultivated strong client relationships through personalized consultations and tailored insurance recommendations, resulting in high client satisfaction and retention rates
- Implemented strategic marketing initiatives to increase brand awareness and attract new clients, utilizing both traditional and digital channels
- Conducted thorough risk assessments for clients to identify their insurance needs and offer appropriate coverage options
- Collaborated with leading insurance carriers to provide competitive rates and comprehensive coverage options tailored to clients' specific requirements
- Demonstrated proficiency in insurance industry regulations and compliance standards, ensuring adherence to legal and ethical guidelines in all business operations.
Team Lead/Agent Trainee
State Farm Insurance – Winston-Salem, North Carolina
05.2016 - 02.2020
- Sold auto, home, life, and commercial insurance to potential clients
- Compile and present detailed monthly, quarterly reports to management and act as the focal point in preparing year end
- Provides full customer service and support to resolve any escalated issues that are not fixed by the customer department
- Prepares strategies to enhance client relationships
- Conducts reviews of existing accounts on a regular basis
- Built and maintained shared understanding of strategies
- Consistently earns the praise of upper management and executive level decision makers regarding performance, teamwork, and best practices.
Life Insurance Sales Agent
TZ Insurance Solutions LLC – Charlotte, North Carolina
09.2013 - 04.2016
- Sold life insurance policies for New York Life Insurance, specializing in the Senior Market
- Collaborated with individuals to identify ideal final expense plans tailored to their financial preferences
- Responded to customer inquiries effectively through phone, email, and chat channels.
Education
Associate Degree - Computer Technology -
Brookstone College
Charlotte, NCSkills
- Hard working and resourceful with excellent organizational skills, combined with the ability to prioritize work effectively
- Motivated worker with communication, teamwork, time management and problem-solving skills
- Networking
- CRM Software Usage
- Highly Detailed with the ability to coordinate project, systems, and people effectively for a common goal
- Exceptional organizational skills and possess the ability to handle multiple tasks with strong attention to detail
- Proficient in MS Word, MS Access, Excel, Outlook, and PowerPoint
- Knowledge of general office systems and procedures, including proper telephone usage and filing
- Consistently exceeding client expectations in being able find them the best insurance seals in the marketplace
- Technical Support
- Sales Training
- Customer Assistance
- Client Relations
Area Of Expertise
- Account Management
- Cold calling and Prospecting Business Development
- Client Relationship
- Negotiation
- Financial Service
- Financial Consultant
- Sales Orientation
- Budget Preparation
- Selection and Recruitment
- P&C Specialist
- Life Insurance Trainer
- Payables and Receivables and Insurance sales
Professional License
- Licensed Insurance Agent
- North Carolina, Property & Causality Life, Accident and Health, Med Supp/Long Term Care, Adjusters License
- Registered Notary
- Microsoft Word. Excel. PowerPoint
Awards
- TZ Insurance Solutions Agent of the Month - 2014
- TZ Insurance Solutions Agent of the Year - 2015
- State Farm Remarkable Award Winner - 2017
Timeline
Licensed P&C Sales Agent
TTEC
07.2022 - 01.2024
C&E Insurance Solutions
Independent Insurance Agency/Founder & Principal Agent
03.2020 - 06.2022
Team Lead/Agent Trainee
State Farm Insurance – Winston-Salem, North Carolina
05.2016 - 02.2020
Life Insurance Sales Agent
TZ Insurance Solutions LLC – Charlotte, North Carolina
09.2013 - 04.2016
Associate Degree - Computer Technology -
Brookstone College
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