Donna Glennon
Port Saint Lucie,FL
Summary
Driven insurance agent with 16 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
Work History
Insurance Sales Agent
M.E. Glennon & Associates, Inc.
Port St Lucie, FL
01.2005 - Current
- Sought out new clients and developed client relationships through direct referrals, lead databases and cold calling.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
- Sold auto, home, and other various insurance products to individuals and groups within assigned territory using consultative selling techniques.
- Met with customers to provide information about available products and policies.
- Conducted annual reviews of existing policies to update information.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Education
Property And Casualty Insurance License
Indian River State College
Ft. Pierce, FL08.2006
Skills
- Policyholder Communication
- Binder Coverage
- Critical Thinking
- Form Completion and Submission
- Policy Feature Explanations
- Service-Oriented
- Time Management
- Policy Changes
- Policy Renewals
- Insurance Policy Sales
- Insurance Customization
Timeline
Insurance Sales Agent
M.E. Glennon & Associates, Inc.
01.2005 - Current
Property And Casualty Insurance License
Indian River State College