BRANDIE REYES
Derby,KS
Summary
Driven Sales Consultant with more than 8 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Consultant
Progressive Direct
01.2023 - Current
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to insurance policies.
- Increased sales by effectively communicating policy benefits and tailoring coverage options to clients needs.
- Maintained thorough knowledge of insurance products, industry trends, and regulatory changes to provide accurate information to clients.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
REALTOR
J.P. WEIGAND & SONS, INC.
11.2019 - Current
- Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
- Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
- Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
- Collaborated with other agents to ensure timely closings and successful transactions for all parties involved.
- Streamlined contract negotiations by meticulously reviewing documents and communicating clearly with all involved parties.
- Generated leads for potential buyers and sellers by hosting open houses, conducting market analysis, and networking within the community.
MARKET SALES ASSOCIATE
ALLSTATE
06.2022 - 12.2022
- Meet with 25+ new and existing clients each week to discuss insurance needs and review current policies
- Assisted clients during the claims process by gathering necessary documentation, submitting paperwork accurately, and advocating on their behalf when needed.
- Implemented effective cross-selling techniques to promote additional products that complemented existing policies for added value.
- Collaborated with team members to share market insights, develop strategies, and improve overall performance.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
PROPERTY AND CASUALTY INSURANCE AGENT
COMMERCIAL INSURANCE AGENCY
06.2012 - 06.2018
- Cultivated professional relations to establish long-term profitable partnerships
- Drove Insurance sales through partnerships with financial advisers and development of new clients
- Streamlined operational efficiencies by researching problems and delivering speedy issue resolutions
- Sent reminders for premium payments as well as rate changes
- Monitored insurance claims to ensure they were settled in a timely manner
BRANCH MANAGER
COMMERCIAL BANK
03.2008 - 06.2012
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
Education
License - Property and Casualty Producer
License - Sell Real Estate (Realtor)
Skills
- Performance optimization
- Cross Selling Products
- Customer Service
- Interpersonal Communication
- Conflict Resolution
- Establish Client needs
- Time Management
- Document Analysis
- Team training and development
- Product knowledge
Accomplishments
- 2024 Culture Committee with Progressive Direct
- Call Shadow Help Group with Progressive Direct
- Top Sales Consultant in 2023 Progressive Direct Onboarding Class
- J.P. Weigand Presidents Club Award Winner (multiple times)
Certification
- Property and Causality License
- Real Estate License
Timeline
Licensed Insurance Sales Consultant
Progressive Direct
01.2023 - Current
MARKET SALES ASSOCIATE
ALLSTATE
06.2022 - 12.2022
REALTOR
J.P. WEIGAND & SONS, INC.
11.2019 - Current
PROPERTY AND CASUALTY INSURANCE AGENT
COMMERCIAL INSURANCE AGENCY
06.2012 - 06.2018
BRANCH MANAGER
COMMERCIAL BANK
03.2008 - 06.2012
License - Sell Real Estate (Realtor)
License - Property and Casualty Producer
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