Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Commercial Advisor
Hiscox
05.2022 - Current
In this role, I mostly receive inbound calls and manage outbound follow-up calls with prospects.
This role includes answering questions regarding commercial products, gathering information to prepare a quote, and verifying class of business with supporting documents.
I collect, review, and analyze an applicant's relevant history and records.
This position requires me to obtain additional information about an applicant to determine coverage needs and the level of risk for insuring.
Develop and implement commercial strategies to maximize sales and profitability.
Conduct a financial analysis of potential clients, including creditworthiness assessments and cash flow projections.
Manage customer interactions to ensure satisfaction and successful resolution of disputes.
Lead Sales Manager
Direct General Insurance Agency
Atlanta, GA
06.2008 - 05.2022
As a lead sales agent I'm responsible for customer satisfaction, profitable growth and the attainment of sales goals in my assigned store and marketing area
In this role I manage both inbound phone calls and manage outbound follow-up calls with prospects
This include answering questions regarding products, gathering information to prepare quotes and verifying the accuracy of supporting employment, financial and other related documentation
In addition to growing and retaining the current customer base by implementing new business and marketing strategies, the lead sales agent also coordinates the activities of store staff in the areas of sales reporting, sales administration and workforce scheduling
Leading the retail sales operation, which includes coordinating the sales, marketing and administrative activities of the store staff as well as maintaining customer satisfaction levels at the company expectations are also the responsibilities of the lead sales agent
Agent/Manager
Nationwide Insurance Agency
Riverdale, GA
01.2003 - 01.2008
Rapidly promoted from Associate Agent to Managing Agent within 6 months of employment
Throughout time displayed ability to motivate and develop employees while still maintaining a successful and verifiable track record
Responsible for assisting agency in sales support and customer service functions while contributing innovative ideas to promote efficiency
Proven accountability for periodic monitoring of loss, retention and production ratios and acting as liaison between the company and the client
Manager/Dealership Agent
Acceptance Insurance Agency
Fayetteville, GA
01.1995 - 01.2003
Duties were to complete management of operations in the office, training and assist the customer service team with daily responsibilities, assignments and deposits
I was also responsible for underwriting applications that came in for processing from other agents
I was assigned to a large area of auto dealerships in the Metro Atlanta area to assist with writing policies for customers who were purchasing new vehicles
Customer Service
Arrow Auto Insurance
Jonesboro, GA
01.1991 - 01.1995
Answered customer inquiries over the phone and through email.
Provided customers with product information and resolved their issues in a timely manner.
Resolved customer complaints regarding services or products in a professional manner.
Maintained an organized filing system for customer records and service requests.
Monitored customer feedback to identify areas of improvement in services or products offered by the company.
Education
BBA - Business
Savannah State College
Savannah, GA
05-1991
High school or equivalent - College Preparation
Clarke Central High School
Athens, GA
06-1988
Skills
Excellent interpersonal skills
Sales
Quality assurance and control
Underwriting
Account Management
Sales Support
Sales Management
Management
Pricing
Marketing
Upselling
Negotiation
Office Management
Outside sales
Analysis skills
Retail sales
Outbound sales
Windows
Customer Service Management
Report Preparation
Strategic development
Certification
Insurance License, 03/95 to 09/24
Property & Casualty License, 03/01 to 09/24
Health & Life License, 03/01 to 09/24
Driver's License, Valid
Insurance Producer License, Valid
Life Insurance License, 03/01 to 09/24
Personal Lines License, Valid
Awards
Over achievement, 02/21, Over achievement in sales in the entire District
Personal Information
Title: Agent/Manager
Work Permit: Authorized to work in the US for any employer