Energetic and personable with talent for building relationships and delivering great service. Possesses foundational knowledge of insurance products and sales techniques, along with strong communication and negotiation skills. Committed to helping clients find best insurance solutions while driving company growth.
Overview
22
22
years of professional experience
Work History
Licensed Insurance Sales Producer
Open Water Agency LLC
12.2022 - 12.2024
Increased customer retention with exceptional client service and timely follow-ups on policy renewals.
Boosted company revenue by identifying and pursuing new business opportunities in the insurance market.
Educated customers on various insurance products, empowering them to make informed decisions regarding their policies.
Collaborated with underwriters to negotiate favorable terms for clients, securing the best coverage at competitive rates.
Implemented effective cross-selling techniques, identifying opportunities to upsell additional lines of coverage or related products that would benefit clients.
Developed strong relationships with clients, ensuring trust and loyalty for long-term business engagements.
Increased customer retention with exceptional client service and timely follow-ups on policy renewals.
Boosted company revenue by identifying and pursuing new business opportunities in the insurance market.
Educated customers on various insurance products, empowering them to make informed decisions regarding their policies.
Collaborated with underwriters to negotiate favorable terms for clients, securing the best coverage at competitive rates.
Implemented effective cross-selling techniques, identifying opportunities to upsell additional lines of coverage or related products that would benefit clients.
Developed strong relationships with clients, ensuring trust and loyalty for long-term business engagements.
Office Manager & Licensed Sales Producer
Bill Sweetman Insurance Agency
09.2002 - 09.2013
Increased customer retention with exceptional client service and timely follow-ups on policy renewals.
Boosted company revenue by identifying and pursuing new business opportunities in the insurance market.
Educated customers on various insurance products, empowering them to make informed decisions regarding their policies.
Collaborated with underwriters to negotiate favorable terms for clients, securing the best coverage at competitive rates.
Implemented effective cross-selling techniques, identifying opportunities to upsell additional lines of coverage or related products that would benefit clients.
Developed strong relationships with clients, ensuring trust and loyalty for long-term business engagements.
Streamlined document handling and processing, reducing turnaround time for client inquiries and requests.