Christy Graham

Ranked as the #1 Sales Producer within the organization, consistently exceeding quarterly revenue targets and performance benchmarks.

• Doubled total book of business within a 12-month period through aggressive prospecting, strategic lead generation, and high-conversion sales tactics.
• Managing and growing a $1.5 million insurance portfolio, ensuring long-term profitability and account stability.

Relationship & Retention Focus

• Cultivated and maintained deep-rooted client relationships, resulting in high retention rates and a consistent stream of organic referrals.
• Delivered concierge-level customer service, serving as a dedicated advisor to clients and ensuring all coverage needs were met with precision and care.
• Maintained proactive client engagement through regular policy reviews and personalized communication, fostering long-term brand loyalty.

• Played a key role in overall company operations and management support
• Managed and maintained a $1.5 million book of business
• Handled the full lifecycle of new business, from quoting through policy binding
• Demonstrated expertise in binding policies for Homeowners, Auto, Wind/Hail, and Flood insurance
• Served as a liaison between clients and underwriting teams to ensure smooth communication and issue resolution
• Quickly learned and utilized multiple quoting systems to improve efficiency
• Skilled in placing business with a wide range of insurance carriers
• Oversaw and managed renewals across multiple lines of coverage
• Maintained strong knowledge of carrier guidelines and procedures for accurate policy placement
• Resolved client policy issues promptly, ensuring high levels of customer satisfaction

• Receiving and directing of phone calls of insureds and insurer.
• Greeting , directing, and screening of visitors
• Sorting of mail and forwarding
• Filing of documents regarding insured
• Typing letters, including those containing sensitive information, after taking detailed instructions from the appropriate authorities
• Receiving, sending, sorting, forwarding, and storing of correspondence via email
• Maintenance of records related to mails, phone calls, and accounts related to my position
• Processed and proofread all policies and prepared them for mail out to insureds
• Offered Solutions via phone, email, or letter to complaints from business associates with policies under my underwriter
• Prepared cancellations before sending to cancellation department