Cindy Lewis

• Responsible for building relationships with clients, assessing their insurance needs, and providing personalized insurance solutions to meet those needs
• Highly skilled in analyzing risk and determining appropriate coverage levels, and I can explain complex insurance concepts to clients in a way that is easy to understand
• Strong organizational skills and manage multiple client accounts simultaneously while ensuring that all deadlines and regulatory requirements are met
• Transformed community events into true strategic business partners, helped elevate company brand at various community events
• Promoted client retention through creating multi-line households, high-quality service and follow through
• Presented account proposal in professional and timely manner
• Managed implementation and conversion of Salesforce CRM.

• Visionary and strategic leader with extensive experience in insurance industry
• Deep understanding of insurance market, able to identify opportunities for growth and develop effective business strategies that drive revenue and profitability
• Skilled in managing financial operations, analyzing market trends, and building strong relationships with clients, partners, and stakeholders
• Visionary leader with strong commitment to delivering exceptional service to clients and driving business growth through strategic planning, operational excellence, and team development
• Demonstrates strong attention to detail, organization skills, and timeliness in order to meet customer service expectations
• Support agency partners, marketing programs and initiatives which further direct brand growth of company
• Combined technical understanding with experiential knowledge and applying it to close sales
• Strong track record of achieving sales targets, increasing revenue, and maximizing profitability
• Proven ability to identify client needs and develop comprehensive insurance solutions to meet those needs
• Solicit referral leads from satisfied customers who were referred to the agency
• Strong team player ethics, and willingness to help all reach goals
• Successfully managed three employees

• Produced and implemented new agency underwriting guideline in the organization.
• Solicited referral leads from satisfied customers who were referred to the agency.
• Strong team player ethics, and willingness to help all reach goals.
• Successfully managed three employees.
• Promptly resolved customer complaints to maintain professional relationships.

• Excelled in crossline sales and building the agency from within the current book of business by identifying gaps in coverage and proactively reaching out to client.
• Established effective sales processes to manage daily sales activity.
• Trained new team members and assisted with their development.
• Originated commercial business opportunities and sales in the areas of small business owners, contractors, medical office professionals, auto dealers, commercial auto, builder’s risk, general and business liability, inland marine floaters, surety bonds, heavy equipment, and other areas with the assistance of our underwriters for SIC code selection and company appetite.
• Worked with company platform to assess and place risk with correct carrier based on appetite if risk was not accepted by primary agency.
• Proven track record and aptitude toward personal and commercial lines sales
• Exceptional customer service and sales skills, resulting in improving customer retention rates and growing revenue.
• Monitored key retention metrics and presented findings to senior leadership to inform strategic decision-making.
• Skilled at working independently and collaboratively in a team environment.
• Self-motivated, with a strong sense of personal responsibility.

• Developed and managed customer relationships and served as a resource to customers and potential clients on multiple lines
of products and services.
• Responsible for driving sales and revenue by building a new client base.
• Proven track record and aptitude toward personal and commercial lines sales.
• Utilized policyholder data and feedback to create targeted communication campaigns, resulting in a 15% increase in policy
renewals and a 5% increase in cross-sell revenue.
• Built relationships with commercial clients and walked them through the sales process from initial contact through close of sale.
• Worked with commercial underwriter for proper appetite selection and placement.