Dana Cherry
Roaring Spring,PA
Summary
Licensed Insurance Agent with extensive experience in personal lines insurance, customer retention, and relationship-driven service. Proven success generating over $250,000 in annual premium while providing dependable, high-quality support in a fully remote environment. Known for clear communication, trust-building, and long-term client loyalty.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent (Remote)
Gannon Insurance Agency
10.2021 - Current
- Conducted needs-based assessments to recommend suitable coverage and policy options based on client risk profiles.
- Educated clients on coverage terms, exclusions, and regulatory changes for informed decision-making.
- Developed accurate quotes, calculated premiums, and processed applications per underwriting requirements.
- Collaborated with underwriters to evaluate risks and determine eligibility for coverage limits.
- Resolved billing questions, policy changes, and claims inquiries to deliver high-level customer service.
- Built strong client relationships through proactive communication, enhancing customer satisfaction and retention.
- Identified and executed cross-selling opportunities to expand client portfolios effectively.
- Conducted consultations with prospective clients to build rapport and secure new business.
Licensed Insurance Agent
Joshua Gibson Allstate Insurance
12.2018 - 10.2021
- Managed high-volume inbound calls, delivering exceptional customer service for billing and policy inquiries.
- Resolved issues efficiently to enhance customer retention through personalized insurance recommendations.
- Exceeded sales goals consistently by utilizing effective cross-selling and upselling techniques.
- Supported underwriting and processed policy changes with meticulous attention to detail.
- Conducted proactive follow-ups to drive renewals and strengthen long-term client relationships.
Events Representative / Manager
Renewal by Andersen
03.2016 - 11.2018
- Enhanced customer experience through clear communication, active engagement, and service-focused interactions.
- Trained and coached staff to elevate service quality, professionalism, and customer interaction standards.
- Managed event scheduling, customer flow, and logistical communication to ensure efficient operations.
Licensed Insurance Agent
Gingrich Insurance / Carlin & Associates / Horace Mann
04.2010 - 02.2015
- Quoted and serviced auto, home, and renters policies to enhance retention and client satisfaction.
- Built trust through consistent communication and expert coverage guidance.
- Identified discounts and improvements to drive policy renewals effectively.
- Assisted clients in selecting suitable insurance policies based on individual needs.
- Explained coverage options and benefits clearly to potential policyholders.
- Processed policy applications and renewals with efficiency and accuracy.
- Maintained current knowledge of industry trends and regulatory changes.
- Conducted needs assessments to determine appropriate coverage levels for clients.
Education
Pennsylvania Life Insurance License -
01.2011
Pennsylvania Property & Casualty License -
01.2010
High School Diploma -
Cedar Cliff High School
Camp Hill, PASkills
- High-volume closing ability
- Customer retention strategies
- Personalized coverage recommendations
- Cross-selling and upselling
- Objection handling
- Consultative sales approach
- Relationship building
- Needs assessment
- Carrier quoting systems
- CRM and lead management tools
- Microsoft Office and cloud systems
- Policy servicing platforms
- Documentation accuracy
- Remote communication tools
Certification
- Property & Casualty, PA
- Life, PA
- Property & Casualty, NJ
Core Sales Skills
- High-volume closing ability
- Customer retention strategies
- Personalized coverage recommendations
- Cross-selling & upselling
- Objection handling
- Consultative sales approach
- Relationship building
- Needs-based assessments
Timeline
Licensed Insurance Agent (Remote)
Gannon Insurance Agency
10.2021 - Current
Licensed Insurance Agent
Joshua Gibson Allstate Insurance
12.2018 - 10.2021
Events Representative / Manager
Renewal by Andersen
03.2016 - 11.2018
Licensed Insurance Agent
Gingrich Insurance / Carlin & Associates / Horace Mann
04.2010 - 02.2015
Pennsylvania Life Insurance License -
Pennsylvania Property & Casualty License -
High School Diploma -
Cedar Cliff High School