Earlene King-Evans
Clayton,NC
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
10
10
years of professional experience
Work History
Insurance Agent
Western & Southern Financial Services
06.2023 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Cross-sold insurance products to existing clients to reach sales targets.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Utilized CRM software to manage client relationships.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Sales Associate
Charter Spectrum
06.2014 - 05.2023
- Provided exceptional services and pleasant shopping experiences to retail customers.
- Generated new sales leads to achieve and exceed monthly sales goals.
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
- Prioritized helping customers over completing other routine tasks in store.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
- Participated in team meetings and training sessions regularly for continuous professional development within the retail industry.
Education
Associate of Science - Human Services
05.2008
Skills
- Administrative Functions
- Health insurance
- Registered Employee Benefits Consultant (REBC)
- Insurance Claim Regulations
- Customer follow-up
- Registered Employee Benefits Consultant
- Document Control
- Financial Needs Assessment
- Insurance Coverage Verification
- Licensing Requirements
- Quotes and sales
- Insurance Eligibility
- Policy Knowledge
- Customer Referrals
- Life Insurance
- Policy Changes
- Form Completion and Submission
- Client Consultations
- Policy Renewals
- New Agent Training
- HIPAA Compliance
- Health Insurance Sales
- Policy writing
- Insurance Policy Sales
- Vision and dental insurance
- Licensed Insurance Agent
Timeline
Insurance Agent - Western & Southern Financial Services
06.2023 - Current
Sales Associate - Charter Spectrum
06.2014 - 05.2023
Goldsboro High School - Associate of Science, Human Services
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