Donna Barnes
Personal Lines Sales Agent
San Antonio,TX
Summary
My 14 years at Nationwide has afforded me the opportunity to learn many, many things. I am committed to continue my growth and take advantage of every learning opportunity. I was selected to work with our Associate Underwriting Department for a year and a half to assist our IA partners. Identified process improvement opportunities to enhance operational effectiveness and improve team productivity by completing the test and learn process for our borrow/lend technology.
Overview
15
15
years of professional experience
2
2
years of post-secondary education
Work History
Personal Lines Sales Agent
Nationwide Sales Solutions
San Antonio, Texas
06.2024 - Current
- Assisted call-in customers with questions and orders.
- Enhanced product knowledge through continuous training and professional development opportunities.
- Developed strong relationships with clients through excellent customer service and regular followups.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
- Identified new areas of opportunity within existing accounts by offering additional products or services based on their needs analysis results.
Inside Sales Agent
Nationwide Insurance
San Antonio, Texas
08.2021 - 06.2024
- Supports Nationwide's strategic partnerships with Ford/Lincoln, Progressive Advantage, and Honda/Acura
- Successfully met and exceeded monthly targeted metrics, consistently ranking in the top percentile of the sales team
- Support our direct sales partners taking overflow sales calls
- Support our Retention partners completing underwriter requests/referrals
- Surpassed monthly quota consistently by utilizing persuasive pitch delivery and rapport-building skills.
- Collaborated with marketing department to develop targeted promotional materials that increased brand awareness among target audiences.
- Achieved Inside Sales Agent of the Year 2 consecutive years
Retention Agent
Nationwide Insurance
07.2010 - 08.2021
- Responsible for assisting members with their policy needs
- Identified members needs to better protect their assets
- My duties included cross selling additional products, follow up with underwriter requests, make outbound phone calls to complete On Your Side Reviews, claims follow ups, renewals, etc
- I met and /or exceeded my targeted metrics
Education
Communications - communications
University of the Incarnate Word
San Antonio, TX 08.1987 - 12.1989
Skills
- Excellent written and oral communication skills
- Adapts to change quickly
- Knowledgeable in the insurance industry, specifically Nationwide's policies and guidelines
- Excellent internal and external customer service skills
Sales strategies
Client relations
Customer assistance
Accomplishments
- Agent of the Year, 12/01/22, Angela Becker, Ranked the #1 Inside Sales agent for 2022.
- Core 4, 12/01/23, Angela Becker, In the top 3 for Core 4 7 out of 12 months. Top 3 for the quarter twice in 2023.
Timeline
Personal Lines Sales Agent
Nationwide Sales Solutions
06.2024 - Current
Inside Sales Agent
Nationwide Insurance
08.2021 - 06.2024
Retention Agent
Nationwide Insurance
07.2010 - 08.2021
Communications - communications
University of the Incarnate Word
08.1987 - 12.1989
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