Don Wilson
Gretna,LA
Summary
- Louisiana Property and Casualty Adjuster Series 204
- Louisiana Life, Health, and Accident or Sickness Insurance Resident Producer License
- Louisiana Property and Casualty Resident Insurance Producer License
Overview
5
5
years of professional experience
Work History
Insurance Sales Representative
State Farm- Jonathan Stewart
Harvey
04.2023 - Current
- Maintained accurate records of all sales transactions using CRM software.
- Conducted needs analysis for customers to determine appropriate insurance coverage.
- Educated clients on the benefits of various insurance policies.
- Participated in team meetings to share best practices and discuss challenges faced in the field.
- Followed up with clients to ensure satisfaction with their policies and services provided.
- Identified cross-selling opportunities within existing customer accounts.
- Responded promptly to inquiries from prospective customers via phone or email.
Marketing Intern
NVISIONS COMMUNICATIONS & CONSULTING
07.2022 - 12.2022
- Provide assistance on client marketing projects as needed
- Write content for marketing projects and social media
- Provide administrative assistance to leadership.
Technology Intern
BELLE CHASSE ACADEMY
06.2019 - 08.2019
- Supported Technology Manager, conducting technology inventory management to maintain workflow
- Consulted with Technology Manager to address service requests
- Assisted team and end-users with hardware and software configuration, setup and troubleshooting to maintain system functions.
Sales Representative
VECTOR MARKETING COMPANY
- Place orders and answered customer questions in-person, through email and over phone to maximize customer service
- Fostered relationships with customers to expand customer base and enhance loyalty and retention
- Contacted new and existing customers to outline benefits of products
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
Education
HIGH SCHOOL DIPLOMA -
PATRICK F. TAYLOR SCIENCE AND TECHNOLOGY ACADEMY
Skills
- Computer Proficient
- Leadership Experience
- Collaboration
- Problem-solving Abilities
- Negotiation
- Decision Making
- Client Retention
- Policy adjustment knowledge
- Customer Service
- Policy understanding
Timeline
Insurance Sales Representative
State Farm- Jonathan Stewart
04.2023 - Current
Marketing Intern
NVISIONS COMMUNICATIONS & CONSULTING
07.2022 - 12.2022
Technology Intern
BELLE CHASSE ACADEMY
06.2019 - 08.2019
Sales Representative
VECTOR MARKETING COMPANY
HIGH SCHOOL DIPLOMA -
PATRICK F. TAYLOR SCIENCE AND TECHNOLOGY ACADEMY