Desiree' Crockett
Farmington,MO
Summary
Accomplished Senior Insurance Sales Rep with a proven track record at Liberty Mutual, enhancing customer retention and expanding client bases through strategic planning and exceptional customer service. Skilled in policy expertise and relationship management, consistently exceeding sales targets. Expert in leveraging product knowledge for tailored client solutions, fostering significant business development.
Overview
9
9
years of professional experience
Work History
Senior Insurance Sales Rep
Liberty Mutual
03.2021 - Current
- Sold auto, home and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Collaborated to identify cross-selling opportunities within existing client accounts, maximizing revenue potential per account.
- Expanded the company''s client base through targeted sales goals and achievements.
- Adapted selling strategies based on individual client needs and preferences while maintaining compliance with state regulations.
- Generated sales by recommending policies and add-ons.
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Boosted client retention rates by providing exceptional customer service and addressing concerns promptly.
- Maintained a high level of product knowledge, staying current on industry trends and changes in regulations.
Insurance Sales Agent
State Farm
08.2019 - 03.2021
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Sales Agent
UnitedHealthcare
10.2018 - 08.2019
- Leveraged CRM software to efficiently track leads, manage contacts, and monitor progress toward goals.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Negotiated prices, terms of sales and service agreements.
- Informed customers of promotions to increase sales productivity and volume.
Manager
Walmart
04.2015 - 08.2019
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
Education
Bachelor of Arts - Strategic Management
New England College
Henniker, NH05.2021
High School Diploma -
South Iron High School
Annapolis, MO05.2011
Skills
- Goal-Oriented
- Product Knowledge
- Customer Retention
- Team training and development
- Customer Needs Assessment
- Strategic Planning
- Business Development
- Policy expertise
Accomplishments
- DSE Winner (2021)
- DSE Winner (2023)
- Rookie Strong Start (2021)
- Multiple Platinum Sales Status
- Successful Outbound Lead Pilot
- Successful Complex State Pilot
Timeline
Senior Insurance Sales Rep
Liberty Mutual
03.2021 - Current
Insurance Sales Agent
State Farm
08.2019 - 03.2021
Sales Agent
UnitedHealthcare
10.2018 - 08.2019
Manager
Walmart
04.2015 - 08.2019
Bachelor of Arts - Strategic Management
New England College
High School Diploma -
South Iron High School
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