Chelsea Dalen
Insurance Producer
El Paso,IL
Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Senior Direct Sales Associate
Country Financial
Bloomington, IL
03.2016 - 07.2019
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Liaised with customers, management and sales team members to better understand customer needs and recommend appropriate solutions.
- Maintained detailed records of customer information and policy sales.
- Prepared detailed reports on updates to project specifications, progress, identified conflicts and team activities.
CCC Sales Representative
State Farm Insurance
Bloomington, IL
08.2014 - 03.2016
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Upsold additional products and services after identifying customer needs and requirements.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Customer Service Representative
Afni Inc.
Bloomington, IL
06.2013 - 12.2014
- Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.
- Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
- Performed various clerical duties by filing and faxing documents and creating customer databases.
- Documented and detailed calls and complaints using call center's CRM database.
Certified Nurse's Assistant
Heritage Health Care
Bloomington, IL
05.2009 - 03.2013
- Gathered dietary information, assisted with feeding and monitored intake to help patients achieve nutritional objectives and support wellness goals.
- Facilitated activities of daily living, including personal hygiene management, feeding and ambulation.
- Complied with all company-specific guidelines and performed hands-on nursing care to patients under RN supervision.
Education
Associate of Applied Science - Business Technology
Illinois Central College
Peoria, IL 08.2020 - Current
Skills
Project Management
undefinedCertification
Property and Casualty License
Timeline
Associate of Applied Science - Business Technology
Illinois Central College
08.2020 - Current
Senior Direct Sales Associate
Country Financial
03.2016 - 07.2019
Property and Casualty License
10-2014
CCC Sales Representative
State Farm Insurance
08.2014 - 03.2016
Customer Service Representative
Afni Inc.
06.2013 - 12.2014
Certified Nurse's Assistant
Heritage Health Care
05.2009 - 03.2013
Similar Profiles
Amanda SmitherAmanda Smither
Insurance Agent at COUNTRY FinancialInsurance Agent at COUNTRY Financial
Jeffrey SipeJeffrey Sipe
Commercial Underwriter at COUNTRY FinancialCommercial Underwriter at COUNTRY Financial
Dane SorensenDane Sorensen
Product Owner at COUNTRY FinancialProduct Owner at COUNTRY Financial
Elizabeth CafinElizabeth Cafin
Agent Assistant at COUNTRY FinancialAgent Assistant at COUNTRY Financial
Jack WeberJack Weber
Athlete at UIS Men's BasketballAthlete at UIS Men's Basketball