Curtis Estes
Winter Park,FL
Summary
Meticulous Insurance Sales Agent with 25 years of experience assessing customer needs and recommending catered insurance products. Develops competitive price quotes to outline policy details and uses consultative sales techniques to negotiate favorable terms. Expansive experience in Property and Casualty insurance sales, combined with superior prospect management and customer retention skills.
Overview
23
23
years of professional experience
Work History
Sales Agent
Caple Howden Agency
08.2023 - 12.2023
- Increased sales revenue by consistently meeting and exceeding sales targets.
- Developed strong relationships with clients through excellent customer service and regular followups.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
Personal Lines Insurance Agent
Nsure Insurance Agency
02.2021 - 02.2023
- Boosted client satisfaction and retention by providing world-class insurance services to existing customer base
- Built loyal clientele and sought out new business development opportunities through networking and referrals
- Developed new policy quotes and explained requirements and limits to potential policyholders.
- Enhanced sales skills through ongoing training initiatives, staying current on industry trends and best practices in personal lines insurance sales.
President Agency Sales
FBC Home Insurance Services
05.2018 - 05.2019
- Directed and coordinated activities involving sales of insurance with smooth and profitable strategies
- Brought in new markets for Auto, Home and life sales
- Achieved profit targets, leveraging market knowledge and in-depth forecasts to plan sales operations
- Maintained consistently high customer satisfaction ratings through proactive service management strategies.
Agency Owner
Estes Insurance Inc.
02.2001 - 04.2018
- Boosted revenue with innovative, results-driven sales strategies and solid industry partnerships
- Handled team, customer, and vendor conflicts with knowledgeable, fair approach
- Established clear, effective policies governing all aspects of business from recordkeeping to sales
- Developed business from ground up, bringing in $400000,00 in yearly revenue.
Education
Insurance licenses 220 and 215 -
Florida Insurance School
Orlando, FlAA -
University of Florida
Gainesville, Fl05.1990
Skills
- Prospect management
- New business development
- Customer retention
- Sales quota achievement
- Proficient with Quote Rush and EZlynx
Timeline
Sales Agent
Caple Howden Agency
08.2023 - 12.2023
Personal Lines Insurance Agent
Nsure Insurance Agency
02.2021 - 02.2023
President Agency Sales
FBC Home Insurance Services
05.2018 - 05.2019
Agency Owner
Estes Insurance Inc.
02.2001 - 04.2018
Insurance licenses 220 and 215 -
Florida Insurance School
AA -
University of Florida
Similar Profiles
Tiffany BryantTiffany Bryant
Kindergarten Teacher at Kathryn Caple- Norview ElementaryKindergarten Teacher at Kathryn Caple- Norview Elementary
Yerly Dayana MendezYerly Dayana Mendez
Live-Out Nanny at Caple & Conley FamilyLive-Out Nanny at Caple & Conley Family
Natalie WinterNatalie Winter
Commercial insurance broker at Howden InsuranceCommercial insurance broker at Howden Insurance