Chris Eaton
Insurance Account Executive
Clinton,CT
Summary
Driven Insurance Sales Agent with over 5 years of experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales. Proficient in Salesforce, MS Office, and Enterprise Underwriting Reports (EUR).
Overview
5
5
years of professional experience
2
2
Certification
Work History
Insurance Account Representative
Craig Tracz State Farm Insurance Agency
Guilford, CT
08.2021 - Current
- Sold auto, home, life and other various insurance products to individuals and and businesses through networking, direct referrals, lead databases and cold calling using consultative selling techniques.
- Handled approximately 600 outbound and inbound sales and service related calls per week boosting overall sales by 600 new policies since the agency opened in Aug 2021
- Met and exceeded revenue goals by 22% through generating new leads and identifying new clients.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Calculated premiums and established payment methods for sales
Insurance Account Representative
Brendan McCaffery State Farm Agency
North Haven, CT
10.2018 - 05.2021
- Educated and advised clients using needs based analysis to insure all aspects of their lives are properly protected and round out accounts.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills with local realtors and dealerships.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Analyzed retention, loss ratio trends and sales volume to identify areas for improvement while increasing sales by an average of 15% per year
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
Licensed Sales Producer
Taragowski Allstate InSurance Agency
Clinton, CT
03.2017 - 10.2018
- Attended continuing education courses and workshops to gain additional insurance industry knowledge to promote Allstate and Northeast Agency products and services to increase new business by 12% during.
- Utilized targeted email campaigns, SEO, social media, and cold calling to increase revenue.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments
- Appraised personal and real properties to determine correct levels of coverage for each policy
Education
Bachelor of Arts - History
Framingham State University
Framingham, MASkills
- Client Prospecting
- Insurance Policy Sales
- Customer Service and Assistance
- Underwriter Collaboration
- Marketing Strategy Development
- Policy Feature Explanations
- Reviewing Renewals
- Claims Information Gathering
- Policy Renewals
- Insurance Eligibility
- Billing Procedures
- Consultative Sales Approach
- Excellent Communication Talents
Timeline
Insurance Account Representative
Craig Tracz State Farm Insurance Agency
08.2021 - Current
Insurance Account Representative
Brendan McCaffery State Farm Agency
10.2018 - 05.2021
Licensed Sales Producer
Taragowski Allstate InSurance Agency
03.2017 - 10.2018
Property & Casualty Insurance License obtained March 2017
Life & Health Insurance License obtained March 2019
Bachelor of Arts - History
Framingham State University
Licenses
- Property & Casualty Insurance License
- Life & Health Insurance License
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