Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Deirdre Marcoccia

Fayetteville,NC

Summary

Esteemed 15 year Insurance Agent with excellent sales and communication skills. Enhanced abilities in processing claims quickly and providing friendly service. Offers working knowledge of state coverage requirements and limitations. Working as and Independent agent for many companies for 8 years as well as a captive agent for Farm Bureau for 7.

Overview

22
22
years of professional experience

Work History

Insurance Agent

Agents Inc DBA Ai Insurance
Fayetteville, NC
09.2014 - Current
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Conducted annual reviews of existing policies to update information.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Insurance Agent

Farm Bureau Insurance
Fayetteville, NC
04.2008 - 06.2014
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Met with customers to provide information about available products and policies.

Radio Sales Executive

Cumulus Broadcasting
Fayetteville, NC
03.2000 - 05.2008
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Analyzed past sales data and team performance to develop realistic sales goals.
  • Remained current on industry trends to better understand customer needs, product effectiveness and sales tactics.
  • Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
  • Set and achieved company defined sales goals.
  • Negotiated prices, terms of sales and service agreements.
  • Prepared and deliver customer sales quotes.
  • Contributed to team objectives in fast-paced environment.
  • Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.

Education

Associate of Science - Marketing

Saint Petersburg Jr. College
Clearwater Beach, FL
06.1988

Skills

  • Insurance Customization
  • Premium Calculations
  • Client Needs Analysis
  • Policy Adjustment Knowledge
  • Policyholder Communication
  • Life Insurance
  • Claims Reporting Systems
  • Quotes and Sales
  • Policy Renewals
  • Upselling
  • Customer Service and Assistance
  • Mortgagee Lender Relationships

Accomplishments

    President of LUTCF from 2012-2014 promoting life insurance and speaking in Washington DC on behalf of our industry.

Timeline

Insurance Agent

Agents Inc DBA Ai Insurance
09.2014 - Current

Insurance Agent

Farm Bureau Insurance
04.2008 - 06.2014

Radio Sales Executive

Cumulus Broadcasting
03.2000 - 05.2008

Associate of Science - Marketing

Saint Petersburg Jr. College
Deirdre Marcoccia