Dedicated insurance professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
22
22
years of professional experience
Work History
Insurance Sales Producer
Farmers Insurance
Woodbury, NJ
09.2019 - Current
Oversight and correction of agency data transitioning to Salesforce CRM
Oversight and processing of client file data to online document storage
Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Explained terms and conditions of policies to consumers inquiring about business or personal lines insurance products
Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
Assisted clients in all necessary paperwork required to set up new policies and ensured compliance to agency and company standards
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Conducted annual reviews of existing policies to update information.
Insurance and Financial Services Agent
Farmers Insurance
Westville, NJ
12.2013 - 09.2019
Managed day-to day business operations including accounting, finance, HR, payroll, marketing, and public relations
Cultivated new business by offering presentations on financial well-being to individuals and groups on life insurance and retirement accounts
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Book of business consistently outperformed State averages for both profitability and underwriting excellence
Three-year profitability at time of sale was over thirty times better than State average
Office Manager and Insurance & Financial Services Producer
Allstate Insurance
Deptford, NJ
02.2000 - 10.2013
Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel
Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping
Analyzed retention, loss ration trends and sales volume to identify areas for improvement
Created monthly commission reports for sales team and managed payroll
Ensured staff compliance to corporate and agency standards
Set agency key performance indicator targets and supported sales and service team in exceeding goals each year
Created and implemented client annual review program that resulted in a two-point increase in retention its first year
Education
Insurance Pre-licensing Course -
South Jersey Professional School of Business
1996
High School Diploma -
Shawnee High School
Medford, NJ
1992
Skills
Account Management
Client Prospecting
Data Analysis
Salesforce CRM
Microsoft Office Suite
Personal Lines Insurance
Commercial Lines Insurance
Flood Insurance
Medicare Advantage Insurance
Underwriter Collaboration
Insurance Industry Knowledge
Contract Review and Analysis
Timeline
Insurance Sales Producer
Farmers Insurance
09.2019 - Current
Insurance and Financial Services Agent
Farmers Insurance
12.2013 - 09.2019
Office Manager and Insurance & Financial Services Producer
Senior Technical Director: Resolution, Technical Support and Defects at Farmers InsuranceSenior Technical Director: Resolution, Technical Support and Defects at Farmers Insurance