Christopher Greene
Jacksonville,FL
Summary
Dynamic License Sales Agent with proven success at SelectQuote, adept at customizing insurance solutions and enhancing client relationships. Skilled in effective negotiation and utilizing CRM technology to streamline processes. Goal-oriented with a strong background in sales strategies, consistently achieving targets while adapting to high-volume demands.
Overview
8
8
years of professional experience
1
1
Certification
Work History
License Sales Agent
SelectQuote - Jacksonville, FL
04.2018 - 04.2025
- Call potential clients to expand their customer base
- Analyze clients' current insurance policies and suggest additions or changes
- Customize insurance programs to suit individual clients
- Interview prospective clients on the phone to get data about their financial resources and discuss existing coverage
- Ability to adjust to business needs & changes - I have commit to high-volume hours during peak season.
- Technology skills - I have used a proprietary CRM system that requires an ability to manipulate multiple systems and find critical information while maintaining a conversation with the client; efficiency with Google Suite, soft phones, and multiple screens is crucial for my success
Tax Intern
SMS Tax Services
01.2017 - 03.2017
- Prepared returns 1040, 1120, 1120-S, 1065, 709, 1041, and quarterly estimated tax payments
- Prepared tax returns for multi-state tax filers
- Ensured accuracy and completeness of write-ups and monthly bank reconciliations
Education
High School Diploma -
William M. Raines
Jacksonville, FL06-2007
Skills
- Goal oriented
- Property valuation
- Sales strategies
- Effective negotiation
- Client relationship management
- Insurance sales expertise
Certification
Florida Licensed 2-40 and AHIP certified and NPN # 18569488
Timeline
License Sales Agent
SelectQuote - Jacksonville, FL
04.2018 - 04.2025
Tax Intern
SMS Tax Services
01.2017 - 03.2017
High School Diploma -
William M. Raines
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