Elizabeth Nicholson

Preparation:

• Review the Google Calendar in advance to familiarize yourself with scheduled client appointments.

Client Interaction:

• Initiate calls with clients using Zoom or Toky.
• Employ scripted questions to understand client goals, needs, wants, and challenges.

Appointment Setting:

• Upon determining client qualification for a sales/closer call, proceed to schedule an appointment during the conversation.
• Take note of any time zone disparities and adjust the schedule accordingly.
• Recommend clients to watch the welcome video to prepare for the next call.

Non-Qualified Clients:

• For clients who do not qualify, suggest free podcasts and community resources to aid them in their journey.

Post-Call Procedures:

• After concluding the call, record important client details including age, height, weight, and time zone.
• Summarize the conversation, noting any special concerns expressed by the client.

During my time as a stay-at-home mom, I dedicated myself to providing a nurturing and structured environment for my child's education. Recognizing the importance of socialization and academic progress, I focused on reintroducing my child to in-person school following a period of remote learning. I developed a personalized transition plan, to ensure a smooth and successful reintegration. Through this experience, I honed my skills in communication, organization, and problem-solving, which are essential in any professional setting.

• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Sold auto, home and other various insurance products to individuals within assigned territory using consultative selling techniques.
• Recommended type and amount of coverage based on analysis of customers' circumstances.
• Generated quotes and proposals for clients to match individual needs.
• Negotiated contracts with clients to establish best coverage with lowest cost.
• Stayed current with industry regulations and standards to produce cost estimates in compliance with all relevant rules and regulations.
• Attended industry conferences to stay informed of latest products and trends.
• Followed up promptly with interested clients to close sales.
• Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
• Registered customer information on database to enable tracking history and maintain accurate records.
• Collected premiums on or before effective date of coverage.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Educated clients on insurance policies and procedures.
• Evaluated competitors' products and services to gain competitive advantage.
• Analyzed risk factors to recommend appropriate coverage levels.
• Finalized sales and collected necessary deposits.
• Analyzed customer needs to provide customized insurance solutions.

• Updated account information to maintain customer records.
• Offered advice and assistance to customers, paying attention to special needs or wants.
• Responded to customer requests for products, services, and company information.
• Utilized cost-estimating software to streamline estimating processes and produce accurate and reliable estimates.
• Stayed current with industry regulations and standards to produce cost estimates in compliance with all relevant laws.

• Collected monthly premium payments in person and over the phone.
• Responded to customer requests for products, services, and company information.
• Updated account information to maintain customer records.
• Answered constant flow of customer calls with minimal wait times.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Clarified customer issues and determined root cause of problems to resolve product or service complaints.