Donna King
State Farm
Marble Falls,TX
29
years of professional experience
- Self-Motivated - Strategic Thinker - Adaptable - Creative - Hard-Working - Approachable - Goal Oriented - Dependable - Customer Focused - Team Leader
- Excellent written and verbal communication skills.
- Proven ability to drive the sales process from start to finish.
- Excellent listening, negotiation and presentation skills
- Ability to set sales targets and achieve them effectively.
- Strong analytical skills to identify trends and sales patterns.
- Exceptional administrative professional with experience providing support to sales and service staff with business operations, corporate procedures, and technical operations.
- Specializes in the improvement of sales and customer service operations through analysis of communication methodologies and quality measurement statistics.
- Highly organized, proficient in the use of all computer and office equipment, and an excellent verbal and written communicator.
- Adept at decision making, office etiquette, phone manners, and objection handling. Authorized to work in the US for any employer
Work History
Licensed Insurance Agent - Office Manager
2 Years 2 Months- Work with other team members and agency leadership to achieve shared objectives.
- Help the agent meet production and service goals by managing team workload and accountability.
- Oversee scheduling, appointments, phone calls, and visitor management.
- Train, coach, and assist agency team members to improve performance and customer service.
- Support and implement office policies and goals, identifying opportunities for improvement
- Provide advice to customers regarding their insurance needs.
- Answer questions from customers.
- Explain policies and procedures to customers.
- Assist in processing claims for customers.
- Resolve customer complaints.
- Ensure all documentations are completed accurately.
- Follow up on outstanding issues.
- Keep accurate records of customer transactions. (This includes keeping track of payments made.)
- Recommend risk management strategies to clients.
- Render professional service, promptly and courteously to customers.
- Treat customers fairly and with respect.
- Handle calls promptly and accurately.
- Complete necessary forms accurately.
- Have thorough knowledge of State Farm products and services.
- Promote State Farm’s interests and those of its agents.
- Know how to use computer software programs.
- Comply with company rules and regulations.
- Work effectively within a team environment.
- Respect confidentiality.
- Support fellow workers.
- Participate in community activities.
Sales Supervisor
6 Months- Develop and execute strategic plans to achieve sales target.
- Create and communicate sales goals and ensure the team was on target of the goals.
- Build and maintain long-lasting, strong relationships with customers while partnering with them to better understand their business objectives and needs.
- Overseeing local and regional sales, promotions and campaigns.
- Planning and directing the hiring and training of new Sales Representatives.
- Setting sales quotas and goals.
- Overseeing and directing performance of the sales team.
- Defining and executing territory sales plans.
Licensed Insurance Agent
2 Years 2 Months- Provide advice to customers regarding their insurance needs.
- Answer questions from customers.
- Explain policies and procedures to customers.
- Assist in processing claims for customers.
- Resolve customer complaints.
- Ensure all documentations are completed accurately.
- Follow up on outstanding issues.
- Keep accurate records of customer transactions. (This includes keeping track of payments made.)
- Recommend risk management strategies to clients.
- Render professional service, promptly and courteously to customers.
- Treat customers fairly and with respect.
- Handle calls promptly and accurately.
- Complete necessary forms accurately.
- Have thorough knowledge of State Farm products and services.
- Promote State Farm’s interests and those of its agents.
- Know how to use computer software programs.
- Comply with company rules and regulations.
- Work effectively within a team environment.
- Respect confidentiality.
- Support fellow workers.
- Participate in community activities.
Licensed Insurance Agent
2 Years 2 Months- Develops leads, schedules appointments, identifies customers needs, and markets appropriate products and services.
- Establishes customer relationships and follow up with customers, as needed.
- Works with Agent to establish and meet marketing goals.
- Maintains a strong work ethic with a total commitment to success each and every day.
- Adaption of skills necessary to operate business.
- Processes payments and updates accounts.
- Answers phones and directs calls.
Licensed Independent Insurance Agent/Certified Medicare Specialist
2 Years 2 Months- Sells various types of insurance policies to individuals. Interviews prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.
- Explains features, advantages and disadvantages of insurance plans. Calculates premiums and establish payment method.
- Performed administrative tasks, such as maintaining records and handling policy renewals.
- Enrolls Medicare recipients into health plans by probing to find which benefits will meet their needs, and simplifying multifaceted plans for a better consumer experience.
- Remains compliant with Medicare guidelines and accurately present disclosures.
- Maintains up-to-date knowledge of CMS regulations and policies as they apply members by enhancing their current plans with supplemental benefits for increased sales.
Executive Administrative Assistant
2 Years 2 Months- Prepares financial statements, reports, memos, invoice letters, and other documents. Answers phones and routing calls to the correct messages. Handles bookkeeping tasks.
- Filling and retrieving corporate procurements, and reports. Researches and conducts data to prepare documents for review and presentation by directors, committees, and executives.
- Helps prepare for meetings. Accurately records minutes from meetings.
- Uses various software, including word processing, spreadsheets, databases, and presentation software.
- Preforms office duties that include ordering supplies and managing a records base. Experience as a virtual assistant. Opens, sorts and distributes incoming faxes, emails, and other correspondences.
- Provides administrative support. Maintains the highest level of discretion.
Licensed Independent Insurance Agent / Retention / Quality Control Supervisor
2 Years 9 Months- Handled a large volume of inbound sales and customer needs calls during the annual open enrollment periods and beyond.
- Overcame customer objections, explained plan benefits, insured that client needs are addressed, and maintained all customer demographics with customer relationship management software.
- Participated in training incoming sales agents to perform all sales, customer needs, CRM tools.
- Became SME (Subject Matter Expert) for major medical and dental insurance products.
- Responsible for analyzing, critiquing, and coaching sales representatives through reviewing recorded sales, service, and customer retention calls.
- Performance of call quality assessments led the sales team in qualitative improvements in all aspects of sales processes, including accurate recording of customer demographics, sales and customer retention process advancements, and adherence to company and client guidelines and expectations.
Licensed Independent Insurance Agent
2 Years 5 Months- Developed base for long-term client sources through referrals, occupational groups, and special interest groups.
- Determined individual client benefit needs and budget considerations via probing questions, including present coverage, current investments, and long-term goals in order to recommended comprehensive protection plans.
- Responsible for completion of applications and continuing service, including underwriting obtainment, policy delivery, customer follow-up, beneficiary changes, and death benefit proceed delivery.
- Enhanced agency reputation via exploration of new opportunities to add value by fulfilling unusual insurance coverage requests.
Licensed Insurance Agent
1 Year 6 Months- Reported to the school administration upon arrival, maintained as fully as possible all established routines and procedures, and taught lessons as outlined by absent teachers.
- Performed required extra teacher duties, instructed assigned classes meeting individual student needs and abilities, and created and environment conductive to learning.
- Thoroughly prepared for assigned classes, observed all necessary safety precautions, maintained required records, and implemented policies regarding student conduct and behavior.
- Demonstrated working knowledge of Public Education Information Management System.
Owner / Operations Manager
10 Years- Supervised and managed all business operations and projects.
- Designed landscaping projects including stonework, irrigation, water features and more.
- Responsible for all employee hiring, training, and performance evaluations.
- Maximized profit margins through process improvements, cost and quality control, and sales generation advertising.
- Handled all customer consultations, project descriptions, contracting, scheduling, and progress completion tracking.
Administrative Assistant
3 Years 5 Months- Served as inter-departmental liaison resolving daily administrative and operational challenges, provided phone and visitor assistance, edited correspondence related to company policies and meeting agendas, and coordinated appointments and travel arrangements.
- Responsible for report and document maintenance and distribution, data processing and analysis, external written communications, and office filing systems.
Skills
Insurance sales expertise
Insurance product expertise
Client relationship management
Client account management
Timeline
Licensed Insurance Agent - Office Manager
State Farm
04.2024 - CurrentRead More
Sales Supervisor
Southwest Education, LLC.
10.2023 - 04.2024Read More
Licensed Insurance Agent
State Farm
08.2021 - 10.2023Read More
Licensed Insurance Agent
State Farm
08.2019 - 10.2021Read More
Licensed Independent Insurance Agent/Certified Medicare Specialist
Medical Mutual of Ohio
06.2017 - 08.2019Read More
Executive Administrative Assistant
Prisoners of Hope Ministries, Inc
06.2017 - 08.2019Read More
Licensed Independent Insurance Agent / Retention / Quality Control Supervisor
Blue Cross and Blue Shield of Arizona
09.2014 - 06.2017Read More
Licensed Independent Insurance Agent
American Income Life Insurance
03.2012 - 08.2014Read More
Licensed Insurance Agent
American Income Life Insurance
03.2011 - 09.2012Read More
Owner / Operations Manager
Good Deeds Services
03.2001 - 03.2011Read More
Administrative Assistant
Coca-Cola Enterprises
09.1997 - 02.2001Read More