DAN LUTRELL
Richardson
Summary
Seasoned small business owner with several years of experience in operations management, business strategy and financial management. Demonstrated success in capitalizing on new trends and technologies to drive business development initiatives and achieve sales goals.
Overview
1
1
Certification
31
31
years of professional experience
Work History
Owner/Agent
Dan Lutrell Insurance Agency
Richardson
10.2007 - Current
- Assisted clients in selecting appropriate insurance policies for their needs.
- Educated customers on policy options and benefits through personalized consultations.
- Conducted regular follow-ups with clients to ensure satisfaction and retention.
- Developed marketing strategies to attract new clients and enhance agency visibility.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Sales Manager
Specialized Insurance Service
Grand Prairie
03.1995 - 10.2007
- Developed marketing strategies to attract new clients and enhance agency visibility.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Conducted research to identify competitive rates and benefits offered by other providers.
Education
BBA - Business Administration
University of North Texas
Denton, Tx08-1983
Skills
- Quotes and sales
- Upselling
- Cold calling
- Customer relationship management
- Policy development
- Risk assessment
- Client education
- Problem solving
- Effective communication
- Team collaboration
- Conflict resolution
- Policy writing
Certification
- Life and Health
- Property and Casualty
Timeline
Owner/Agent
Dan Lutrell Insurance Agency
10.2007 - Current
Sales Manager
Specialized Insurance Service
03.1995 - 10.2007
BBA - Business Administration
University of North Texas