DEBORAH TAYLOR
San Tan Valley,AZ
Summary
Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Agent
Allstate Insurance Companies
06.2025 - Current
- Developed tailored insurance solutions to meet client needs and maximize policy coverage.
- Educated clients on policy benefits, enhancing understanding and satisfaction with insurance products.
- Conducted comprehensive risk assessments to identify appropriate insurance options for diverse clientele.
- Provided ongoing support and guidance throughout the claims process, ensuring timely resolutions for clients.
- Analyzed market trends to adjust sales strategies, maintaining competitive edge within local insurance market.
- Streamlined policy renewal processes for improved efficiency and client retention rates.
- Utilized CRM software to effectively track client interactions, manage leads, and maintain accurate records of sales activities.
- Building rapport with potential clients through engaging presentations highlighting the advantages of our insurance products.
- Proactively sought referral opportunities from satisfied customers which led to an increase in new business acquisition.
- Generated quotes and proposals for clients to match individual needs.
Licensed Insurance Representative
American Family Insurance
01.2025 - 05.2025
- Guided clients through policy selection, ensuring alignment with individual needs and preferences.
- Educated clients on coverage options and benefits to enhance understanding and satisfaction.
- Conducted policy reviews to identify gaps in coverage and recommend appropriate adjustments.
- Managed claims processing efficiently, resolving issues and expediting settlements for clients.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Conducted comprehensive reviews of existing policies to identify gaps in coverage or potential cost savings for clients.
- Provided exceptional customer service during claim processing, guiding clients through each step with empathy and professionalism.
Licensed Insurance Producer
Farmers Insurance Matthew Smith Agency
06.2020 - 12.2024
- Developed comprehensive insurance plans tailored to client needs and risk profiles.
- Cultivated strong client relationships through regular communication and follow-ups.
- Educated clients on policy options, coverage limits, and claims processes.
- Analyzed client portfolios to identify gaps in
- coverage and recommend enhancements.
- Provided coverage option information to assist clients in protecting assets.
- Consistently met or exceeded sales targets
- through effective lead generation and conversion strategies.
- Matthew Smith had purchased the Farmers book of business from Daryl Seymore.
Licensed Insurance Producer
Farmers Insurance Daryl Seymore Agency
09.2019 - 06.2020
- Led training sessions for new producers on sales techniques and compliance regulations.
- Streamlined the underwriting process by implementing efficient documentation practices.
- Mentored junior team members, fostering professional growth and effective sales strategies.
- Collaborated with cross-functional teams to improve service delivery and operational efficiency.
- Assisted clients during claim submission processes, ensuring all required documentation was completed accurately and submitted in a timely manner.
- Built strong relationships with clients, leading to increased referrals and business growth.
- Contributed to the agency''s growth by identifying opportunities for expansion into new markets or product offerings.
Education
No Degree - Department of Corrections
Arizona Department Of Corrections
Tucson, AZSkills
Insurance Sales Strategy
Certification
Licensed Property & Casualty and Life & Health AZ 20321804
Licensed non-resident Michigan
Accomplishments
Was the first to write 7 Life policies in a month with the new Allstate’s Licensed Insurance Specialist program.
Timeline
Licensed Insurance Sales Agent
Allstate Insurance Companies
06.2025 - Current
Licensed Insurance Representative
American Family Insurance
01.2025 - 05.2025
Licensed Insurance Producer
Farmers Insurance Matthew Smith Agency
06.2020 - 12.2024
Licensed Insurance Producer
Farmers Insurance Daryl Seymore Agency
09.2019 - 06.2020
No Degree - Department of Corrections
Arizona Department Of Corrections