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
2016.03 - 2019.07
- 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
2014.08 - 2016.03
- 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
2013.06 - 2014.12
- 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
2009.05 - 2013.03
- 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 2020.08 - Current
Skills
Project Management
undefinedCertification
Property and Casualty License
Timeline
Associate of Applied Science - Business Technology
Illinois Central College
2020.08 - Current
Senior Direct Sales Associate
Country Financial
2016.03 - 2019.07
Property and Casualty License
2014-10
CCC Sales Representative
State Farm Insurance
2014.08 - 2016.03
Customer Service Representative
Afni Inc.
2013.06 - 2014.12
Certified Nurse's Assistant
Heritage Health Care
2009.05 - 2013.03