Elena Strickler
Peculiar
Summary
Dynamic Licensed Insurance Agent with a proven track record at Allstate, excelling in lead generation and client retention. Expert in risk assessment and policy management, consistently surpassing sales targets. Adept at educating clients on coverage options while fostering strong relationships, ensuring compliance with industry regulations.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Allstate
11.2017 - Current
- Prospected and generated new leads through cold calling, networking, and referrals
- Conducted thorough risk assessments and provided personalized insurance solutions to clients
- Assisted clients in selecting appropriate insurance coverage options.
- Educated clients on policy benefits and coverage limits effectively.
- Processed policy applications and renewals efficiently and accurately.
- Conducted regular follow-ups with clients to ensure satisfaction and retention.
- Met and exceeded monthly sales targets and objectives set by the company.
- Collaborated with team members to share successful sales strategies and techniques
- Handled and resolved client inquiries, concerns, and complaints in a timely and professional manner
- Attended industry events and training sessions to stay updated on industry trends and improve sales skills
- I am the top salesman in my office and sell home, auto, renters, and life for prospects.
- Assisted in training of new employees for both sells and service.
- Utilized company software for managing client records and policy information.
- Participated in training sessions to stay updated on industry regulations and products.
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
- Maintained accurate records of client information including contact details and policy changes.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Researched complex underwriting issues and provided solutions for customers' satisfaction.
- Upsold products to policyholders and potential new clients.
- Performed routine follow-up calls to assess customer satisfaction with products and services.
- Initiated contact with potential clients through cold calling and networking activities.
- Collaborated with internal teams such as Underwriters and Claims Adjusters to ensure accuracy.
Office Associate
Balance Point Heating & Cooling
Raymore
06.2021 - 11.2022
- Managed office communications and ensured timely responses to client inquiries.
- Coordinated scheduling for service appointments and technician assignments.
- Processed customer orders and maintained accurate records in the database.
- Assisted with inventory management and tracked supplies for office operations.
- Organized company files and maintained a systematic filing system for documents.
- Supported billing processes by preparing invoices and processing payments promptly.
- Collaborated with team members to improve workflow efficiency in daily tasks.
- Answered telephone inquiries from customers and vendors regarding office operations.
- Inputted data into computer systems in an accurate and timely manner.
- Greeted visitors at the front desk in a polite manner while providing assistance when needed.
- Performed general office duties such as photocopying, faxing, scanning documents.
- Oversaw office inventory by restocking supplies and submitting purchase orders.
- Collected payments, issued receipts, and updated accounts to reflect new balances.
Server
Longhorn Steakhouse
06.2016 - 11.2017
- I handled the opening of the restaurant daily, stocking the drinks, salad dressings, kitchen utensils and ensuring each table was ready to be sat.
- I greeted guests quickly with a positive attitude.
- I explained menu options in detail to be sure the customer got exactly what they wanted.
- I prepared plates to be served to the table and arranged them so that they were delivered to the correct guest.
- I assisted in keeping utensils stocked during the shifts, such as dressings, ice, bread and bread boards.
- I helped any coworkers run foods or refill drinks.
Bank Teller
Country Club Bank
12.2015 - 06.2016
- I assisted customers with transactions such as deposits or withdrawals.
- I answered any questions regarding different services and products the bank offered.
- I handled 25 or more transactions per hour while paying great attention to detail.
- I kept a balanced drawer and assisted with audits of the vault.
Server
Buffalo Wild Wings
06.2014 - 12.2015
Education
Diploma -
Raymore-Peculiar High School
Peculiar, MO05.2012
Skills
- Risk assessment
- Policy processing
- Lead generation
- Client education
- Coverage analysis
- Customer relationship management
- Cross-selling strategies
- Regulatory compliance
- Sales negotiation
- Problem solving
- Client retention
- Policy management expertise
- Insurance sales expertise
Certification
- Licensed in Property & Casualty
- Licensed in Life & Health
Timeline
Office Associate
Balance Point Heating & Cooling
06.2021 - 11.2022
Licensed Insurance Agent
Allstate
11.2017 - Current
Server
Longhorn Steakhouse
06.2016 - 11.2017
Bank Teller
Country Club Bank
12.2015 - 06.2016
Server
Buffalo Wild Wings
06.2014 - 12.2015
Diploma -
Raymore-Peculiar High School