Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Timeline
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Chelsea Falknor

Colorado Springs,CO

Summary

Dedicated Insurance Professional with extensive experience in educating customers and new hires on insurance products and sales strategies. Proven track record of exceeding performance metrics and leading comprehensive training programs. Exceptional skills in customer service, sales, and compliance.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Licensed Insurance Sales Professional

USAA
10.2020 - Current
  • Educate customers and new hires on insurance products and the sales process.
  • Led sales and compliance training for over 500 new hires.
  • Audited sales calls for 100 other Insurance Professionals.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Achieved performance levels consistently at 200% above peers.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Store Manager

Starbucks
11.2015 - 11.2020
  • Rotated merchandise and displays to feature new products and promotions.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Completed point of sale opening and closing procedures.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.

Education

High School Diploma -

Pacific Grove High School
Pacific Grove, CA
06.

Skills

  • Client relationship building
  • Policy analysis
  • Asset protection expertise
  • Risk management
  • Product knowledge
  • Team training and development
  • Client account management
  • New business development
  • Teaching

Certification

  • Customer Service Representative Designation in Property/Casualty or Life/Health – Various Educational Institutions or Programs.
  • Personal Lines Coverage Specialist (PLCS) - The Institutes.
  • Ethics and Compliance Certification – Ethical Compliance Training Programs.
  • Property and Casualty License - CO Department of Insurance.
  • Licensed Insurance Agent/Broker - CO Department of Insurance.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Licensed Insurance Sales Professional

USAA
10.2020 - Current

Store Manager

Starbucks
11.2015 - 11.2020

High School Diploma -

Pacific Grove High School

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Chelsea Falknor