Crystal Zappala

• Respond promptly to incoming leads and proactively generate new business through outbound calls, networking, and referrals. Stay knowledgeable about personal insurance products, industry trends, and regulatory changes. Clearly explain policy features, exclusions, and coverage options to clients in understandable terms. Identify cross-selling opportunities, including other personal lines or commercial products. Maintaining sales goal of 30,000 a month with GPI index at 4100 a month or more.

Evaluate and pursue sales leads generated by networking, direct lead sources, and marketing. Asses risks of client and property to meet carrier standards. Educate and counsel clients to make proper insurance choices. Write policies, finalize documents, and maintain retention.

Oversaw multiple accounts and worked diligently to execute performance goals. Created new programs resulting in a more proficient productivity and customer satisfaction. Worked with colleagues to evaluate risk assessments on clients and properties to cater to carrier requirements. Provided tactics to problem solve carrier issues, inspections, and billing inquires.

Analyzed customer needs and provided best fit options. Maintained detailed knowledge of popular and regional carriers to help educate clientele. Improved office operations, maintaining records, and tracking internal clientele data. Wrote policies, finalized documentation, and any service inquiries.