Summary
Overview
Work History
Education
Skills
Timeline
Generic

Crystal Priestley

Lebanon,IN

Summary

Proven Insurance Agent with a track record of boosting sales and expanding customer base at Farmers Insurance Agency. Skilled in CRM software and relationship building, I excel in developing marketing strategies and enhancing customer satisfaction. Demonstrated ability to increase client portfolio by 20% through effective account management and leads prospecting. Dedicated professional with a 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

6
6
years of professional experience

Work History

Insurance Agent and Assistant Manager

Farmers Insurance Agency
08.2019 - 04.2020
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Developed and implemented marketing strategies to boost sales and increase customer base.
  • Calculated premiums and established payment methods for sales.
  • Collected premiums on or before effective date of coverage.
  • Generated leads through cold-calling, networking and other outreach methods.

Customer Service Representative

Walmart
12.2016 - 08.2019
  • Responded to customer requests for products, services, and company information.
  • Processed customer service orders promptly to increase customer satisfaction.
  • Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
  • Utilized customer service software to manage interactions and track customer satisfaction.
  • Trained new personnel regarding company operations, policies and services.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Responded proactively and positively to rapid change.
  • Trained staff on operating procedures and company services.
  • Maintained up-to-date knowledge of product and service changes.

Receptionist and Grounds Crew

Steel Dynamics
05.2014 - 12.2015
  • Answered phone promptly and directed incoming calls to correct offices.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Responded to inquiries from callers seeking information.
  • Removed weeds, hazards, and debris from common pathways to improve usability.
  • Operated landscaping equipment with focus on safety and machine longevity.
  • Educated staff on organizational mission and goals to help employees achieve success.

Education

Bachelor of Science - Business Management

Brigham Young University - Idaho
Rexburg, ID
05.2020

Skills

  • Account Management
  • Leads Prospecting
  • Customer Service
  • CRM Software
  • Policy Renewals
  • Business Planning
  • Business Development
  • Social Media Marketing
  • Business marketing
  • Relationship Building
  • Accounting management
  • Budget Control

Timeline

Insurance Agent and Assistant Manager

Farmers Insurance Agency
08.2019 - 04.2020

Customer Service Representative

Walmart
12.2016 - 08.2019

Receptionist and Grounds Crew

Steel Dynamics
05.2014 - 12.2015

Bachelor of Science - Business Management

Brigham Young University - Idaho
Crystal Priestley