Danielle Piazza
San Jose,CA
Summary
Self-driven professional with 8 years of insurance sales experience. Skillful at managing insurance sales cycle, prospecting and follow-up support. Expert in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Seeking full-time, remote position that offers new opportunities to utilize interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Account Executive
Guaranteed Rate
06.2021 - 06.2023
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Executed successful sales strategies to convert leads into customers.
- Resolved issues promptly to drive satisfaction and enhance customer service.
Insurance Agent
Elite Insurance Group
06.2020 - 06.2021
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Finalized sales and collected necessary deposits.
Insurance Sales Professional
The Hanover Insurance Group, Inc.
02.2020 - 06.2020
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Responded to customer requests for products, services, and company information.
- Liaised with insurance carriers to resolve billing errors and discrepancies.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
Licensed Insurance Agent
SelectQuote
10.2017 - 02.2020
- Calculated quotes and educated potential clients on insurance options.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Analyzed risk factors to recommend appropriate coverage levels.
- Obtained underwriting approval by completing application for coverage.
- Exceeded corporate quotas for monthly policy sales.
Internet Sales Representative
Capital Nissan
12.2015 - 10.2017
- Responded to internet inquiries and phone calls in timely matter.
- Expanded business through effective network development, identifying new, and prospective clients.
- Developed business pipeline using cold and warm techniques.
- Built diverse sales pipeline to exceed quota targets.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Education
Associate of Science -
Cape Fear Community College
Wilmington, NC2017
Skills
- Property and Casualty Insurance Sales
- Call Center Customer Service
- Client Relationship-Building
- Consultative Selling Techniques
- Persuasive Negotiations
- Proposal Generation
- Account Management
- Risk Management
- Underwriter Collaboration
- Lender Relationships
- Risk Management
- Underwriter Collaboration
- Lender Relationships
- Risk Management
- Underwriter Collaboration
- Lender Relationships
Software Experience
- Salesforce CRM
- EZLynx
- Guidewire PolicyCenter
- Vertafore PL Rating
- Agency360
- Portfolio Management (PMS)
- ICE Mortgage Technology/Encompass
- MS Office Applications
Timeline
Account Executive
Guaranteed Rate
06.2021 - 06.2023
Insurance Agent
Elite Insurance Group
06.2020 - 06.2021
Insurance Sales Professional
The Hanover Insurance Group, Inc.
02.2020 - 06.2020
Licensed Insurance Agent
SelectQuote
10.2017 - 02.2020
Internet Sales Representative
Capital Nissan
12.2015 - 10.2017
Associate of Science -
Cape Fear Community College