Dmmorryia Swift
Austin,AR
Summary
Resourceful Licensed Insurance Agent known for high productivity and efficient task completion. Possess specialized skills in underwriting, risk assessment, and client relationship management. Excel in communication, problem-solving, and adaptability, to close sales.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
RDI Corporation
Oxford, OH
09.2023 - 06.2025
- Processed applications using company software.
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Upsold products to policyholders and potential new clients.
- Assisted clients in selecting appropriate insurance plans based on individual needs.
Licensed Insurance Agent
AccuQuote
Schaumburg, Illinois
01.2023 - 09.2023
- Assisted clients in selecting appropriate insurance plans based on individual needs.
- Educated customers about policy details and coverage options effectively.
- Processed applications and renewals using company software systems accurately.
Licensed Insurance Agent
SeniorcareUSA
Little Rock, Arkansas
09.2019 - 01.2023
- Assisted clients in selecting appropriate insurance plans based on individual needs.
- Educated customers about policy details and coverage options effectively.
- Processed applications and renewals using company software systems accurately.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Exceeded company sales goals for new policies.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Achieved repeat business and referrals through personalized services.
Field Sales Agent
Banker’s Life
Little Rock, AR
12.2016 - 09.2019
- Developed client relationships through personalized insurance presentations.
- Trained new agents on company policies and sales protocols.
- Analyzed customer needs and interests and recommended specific company products and services to best meet unique customer needs.
- Met or exceeded sales quotas of reporting periods and earned recognition for highest company sales volume.
- Participated in team meetings regularly to discuss progress against targets and objectives.
- Maintained up-to-date records of all sales activities using CRM software tools.
Education
Some College (No Degree) - Business Administration and Management
DeVry University
Chicago, ILSkills
- Cross-selling techniques
- Product knowledge
- Effective communication
- Problem solving
- CRM software utilization
- Team training and development
- Goal oriented approach
- Insurance sales expertise
Certification
- Life
- Health
- Accident or Sickness
- Property
- Casualty
Accomplishments
- 300K Club
- Consistent top 10 Producer
- Top Medicare Producer
Languages
English
Professional
Timeline
Licensed Insurance Agent
RDI Corporation
09.2023 - 06.2025
Licensed Insurance Agent
AccuQuote
01.2023 - 09.2023
Licensed Insurance Agent
SeniorcareUSA
09.2019 - 01.2023
Field Sales Agent
Banker’s Life
12.2016 - 09.2019
Some College (No Degree) - Business Administration and Management
DeVry University