Dawn Munao
Brooksville,FL
Summary
Insurance professional with proven history of fostering client trust and achieving high sales targets in insurance industry. Recognized for collaborative team efforts and consistently meeting client needs in dynamic environment. Skilled in policy development, client consultation, and strategic planning.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
The General Insurance
Murfreesboro, TN
06.2021 - Current
- Developed comprehensive insurance plans tailored to client needs and risk profiles.
- Cultivated long-term relationships with clients through effective communication and personalized service.
- Analyzed market trends to identify new opportunities for policy sales and client engagement.
- Instructed junior agents on effective sales strategies and customer relationship management, focusing on best practices.
Lead Sales Agent
Direct Auto Insurance
05.2010 - Current
- Write Auto and Motorcycle policies, sell Life insurance and all ancillaries
- Proficient in the AS 400 and Web Fep.
- Write new business, renewals, and endorsements and take payments.
- Market expired and cancelled customers for rewrites or renewals.
- Meet or exceeds monthly sales goals
- Local Market to business for partnership to help increase sales for both sides
Account Executive
Dennis Insurance Agency Inc.
03.2009 - 05.2010
- Quoted, Written New Business for All Property and Casualty
- Insurance to include all personal lines, commercial lines of business.
Administrative Assistant
EDC Engineering Inc./C. Davis Construction Inc.
06.2006 - 03.2009
- Verbal and written contact with customers.
- Office support for Architectural, Mechanical, Plumbing and Electrical engineering.
- Create contracts for new work and additional work.
- Handle all insurance policies
- Verify license and insurance with all subcontractors.
Insurance Agent
Killingsworth Insurance Agency Inc.
07.2005 - 06.2006
- Write new insurance policies for the commercial line
- Process changes for existing policies
- Process renewals.
- Used the admitted and non admitted market.
- Clients in office as well as over the phone
Member Service Specialist
USAA
04.2002 - 07.2005
- Customer Support for Property and Casualty insurance personal lines.
- All work done over phone
- Write new homeowner and auto policies
- Process change requests for existing policies.
- Written and electronic correspondence
- High Work volume.
Education
High School -
Patchogue Medford High School
01-1984
School of Applied Bookkeeping - undefined
School of Applied Bookkeeping
Insurance Institute of America - undefined
Insurance Institute of America
Skills
- Web Fep, As 400 and local business marketing Strong communication skills
- District Agent Trainer
- Customer service
- Insurance sales
- Strong negotiation
- Product knowledge
Accomplishments
- Collaborated with team of 4 in the development of Peer training for The General. Multiple times per year.
Certification
- Florida General Lines Agent 2-20
- Life Insurance license 215
Languages
English
Native or Bilingual
Timeline
Insurance Sales Agent
The General Insurance
06.2021 - Current
Lead Sales Agent
Direct Auto Insurance
05.2010 - Current
Account Executive
Dennis Insurance Agency Inc.
03.2009 - 05.2010
Administrative Assistant
EDC Engineering Inc./C. Davis Construction Inc.
06.2006 - 03.2009
Insurance Agent
Killingsworth Insurance Agency Inc.
07.2005 - 06.2006
Member Service Specialist
USAA
04.2002 - 07.2005
School of Applied Bookkeeping - undefined
School of Applied Bookkeeping
Insurance Institute of America - undefined
Insurance Institute of America
High School -
Patchogue Medford High School
Top Sales agent 2024 and 2021 for The General
TopSales Agent for Direct Auto Insurance in 2020