Summary
Overview
Work History
Education
Skills
Timeline
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Crystal House

Green River,WY

Summary

Creative, detail-oriented, and results-driven business professional with exceptional background centered on company success and growth. Talented in sales process, relationships, support and project management. Offering excellent communication, multi-tasking and project management skills.

Overview

12
12
years of professional experience

Work History

Insurance Agency Owner

Green River Insurance
05.2021 - 01.2023
  • Built and deployed operational procedures, training programs and administrative systems to handle needs.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
  • Employed prompt decision-making and in-depth research to resolve issues.
  • Maintained updated knowledge of regulatory changes to adjust business operations accordingly.
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.

Insurance Specialist Manager

Green River Insurance
09.2010 - 05.2021
  • Prepared customer presentations and demonstrations of products to solicit new business.
  • Analyzed client needs to identify coverage solutions and produced policy and quotes.
  • Negotiated rates to set up finance contracts.
  • Managed client risk exposure and coordinated services for development, retention and rounding of accounts.
  • Maintained required data in agency management system to follow corporate guidelines.
  • Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.
  • Maintained up-to-date knowledge of competitor products and pricing in market served.
  • Developed compelling presentation decks to gain approval for ideas and communicate results.
  • Communicated product quality and market comparisons by creating sales presentations.
  • Investigated and integrated new strategies to expand business operations and grow customer base.
  • Developed and executed sales presentations as well as internal and external product training.
  • Prepared sales presentations for clients showing success and credibility of products.
  • Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Engaged in product training, demonstrations, consumer awareness, branding and acquisition initiatives to raise awareness and revenues.

Education

Life, Accidental, Health, Property & Casualty - Insurance

WY, CO, ID, OK, AR, KS
05.2009

Skills

  • Problem Anticipation and Resolution
  • Verbal and Written Communication
  • Presentation Development and Delivery
  • Process Development and Streamlining
  • Project Management
  • Multi-tasking/Prioritizing
  • Customer and Service Oriented
  • Client Account management
  • Risk Assessment

Timeline

Insurance Agency Owner

Green River Insurance
05.2021 - 01.2023

Insurance Specialist Manager

Green River Insurance
09.2010 - 05.2021

Life, Accidental, Health, Property & Casualty - Insurance

WY, CO, ID, OK, AR, KS

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Crystal House