Danielle Bell
Imperial,MO
Summary
Goal-oriented Insurance Agent effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering 4 year background generating new business by selling various insurance plans.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Insurance Agent
AAA Auto Club Group
St Louis, MO
03.2020 - Current
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Achieved repeat business and referrals through personalized services.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Developed fact-finding interviews to determine need for coverage.
- Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Service Advisor
Columbia CDJR
Columbia, IL
02.2015 - 03.2020
- Ensured that all customer inquiries were handled promptly and accurately.
- Supported sales team members to drive growth and development.
- Greeted customers and addressed their needs in a professional manner.
- Upsold additional products or services when appropriate.
- Prepared and sold broad range of customized merchandise to individuals and commercial accounts.
- Excelled in exceeding daily credit card application goals.
- Promptly responded to customer inquiries via phone, email or in person.
- Used knowledge of services to recommend additional products and offerings to customers.
- Conferred with customers by telephone or in person to provide information about products or services and take orders.
Manager
Taco Johns
Columbia, IL
01.2010 - 05.2015
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
- Monitored market conditions to ensure that existing policies remain competitively priced.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
Education
High School Diploma -
Bourbon High School
Bourbon, MO05-2010
Skills
- Client Retention
- Customer Follow-Up
- Leads Prospecting
- Policy Renewals
- Lead Development
- Customer Service
- Account Management
- CRM Software
- Client Relations
- Upselling
- Policy Knowledge
- Negotiation
- Policy Writing
- Insurance Sales Strategy
- Marketing Strategies
- New Client Acquisition
Certification
- Licensed P&C MO, IL, AR, LA, MS, KS
Timeline
Insurance Agent
AAA Auto Club Group
03.2020 - Current
Service Advisor
Columbia CDJR
02.2015 - 03.2020
Manager
Taco Johns
01.2010 - 05.2015
High School Diploma -
Bourbon High School