David Martin
Medford,OR
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Insurance Agent
Allstate Insurance Co
Central Point, OR
10.1995 - 12.2023
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Analyzed customer needs to provide customized insurance solutions.
- Calculated quotes and educated potential clients on insurance options.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Insurance Sales Agent
Lee Niedermeyer Insurance/State Farm
Central Point, OR
02.1991 - 09.1995
- 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.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
Education
Bachelor of Science - Business Administration
Southern Oregon State College
Ashland, OR03.1995
Skills
- Insurance Eligibility
- Information Updates
- Marketing Management
- Team Meetings
- Client Needs Analysis
- Property and Casualty Insurance Sales
- Quotes and Sales
- Prospective Client Identification
Certification
- License Property and Casualty Insurance Producer Oregon and California
- License Life and Health Insurance Producer Oregon and California
- 6 & 63 Securities License
Timeline
Insurance Agent
Allstate Insurance Co
10.1995 - 12.2023
Insurance Sales Agent
Lee Niedermeyer Insurance/State Farm
02.1991 - 09.1995
Bachelor of Science - Business Administration
Southern Oregon State College