Educated customers on product features and technical details to highlight benefits.
Answered customer questions about products and services and recommended appropriate solutions.
Provide customer service by responding to inquiries, resolving complaints, and processing policy changes.
Developed detailed estimates reflecting unique client needs.
Property & Casualty Insurance Agent
CDK Global/Salty Dot Insurance
Salt Lake City, UT
03.2022 - 07.2023
Quoted personal lines insurance across various communication channels, achieving sales targets by bundling products and maintaining regular client follow-ups
Collaborated with multiple carriers to facilitate underwriting and specialized solution selling, ensuring optimal client satisfaction
Managed client accounts by providing essential information, conducting policy reviews, and implementing policy changes and additions
Property & Casualty Insurance Agent
Mylo, a Lockton Company
Leawood, KS
10.2017 - 03.2022
Educated and counseled clients on personal lines products and carrier options through outbound and inbound calls, while managing data entry tasks
Achieved a personal and departmental milestone by selling over $100K in premium in March 2021
Developed a carrier data spreadsheet to serve as a resource for agents, enhancing efficiency and accessibility
Licensed Insurance Agent/Life & Health
Select Quote Senior
Leawood, KS
08.2016 - 09.2017
Conducted daily prospecting calls to generate new business opportunities within the Medicare healthcare product sector, enhancing customer outreach and engagement
Identified and analyzed the healthcare insurance needs of Medicare recipients, providing tailored solutions to meet individual client requirements
Account Manager
AT&T/YP
Overland Park, KS
04.2003 - 06.2016
Executed numerous sales and prospecting calls to both existing and potential clients to enhance print and internet marketing strategies
Identified and analyzed customer needs to formulate effective marketing strategies, resulting in improved client engagement and satisfaction
Collaborated with team members to achieve sales objectives and demonstrated proficiency in utilizing various software applications and communication products