Evan Boles
Seattle
Summary
Results-driven insurance agent accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Overview
3
3
years of professional experience
Work History
Insurance Agent
American Income
06.2023 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
Project Consultant
PCF Construction Group
10.2022 - 01.2023
- Remained calm and poised in high-stress, dynamic environment to promote service to customers and staff.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Collaborated with sales and marketing teams to establish accurate representation of products marketed to customers.
Licensed Real Estate Assistant
John L. Scott
01.2022 - 10.2022
- Coordinated appointments to show marketed properties.
- Performed market research and evaluated competitive property analysis to define competitive listing and sale prices.
- Maintained efficient office operations by handling errands and administrative functions.
- Generated leads for sales and rental properties through cold calls and referrals.
Title Clerk
Fidelity National Title Insurance Company
01.2021 - 12.2021
- Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft.
- Performed data entry and other administrative tasks to keep records and files organized and accurate.
- Conducted comprehensive title searches to maintain accuracy and compliance of real estate transactions.
Education
Bachelor of Arts - Finance
Western Governors University
Online06.2027
High School Diploma -
Sammamish High School
Bellevue, WA11.2021
Skills
- Client Retention
- CRM Software
- Lead Development
- Customer Service
- Business Planning
Licenses
- Active real estate license in the state of Washington
- Licensed in 7 states for Health, Life, and Accidental insurance
Timeline
Insurance Agent
American Income
06.2023 - Current
Project Consultant
PCF Construction Group
10.2022 - 01.2023
Licensed Real Estate Assistant
John L. Scott
01.2022 - 10.2022
Title Clerk
Fidelity National Title Insurance Company
01.2021 - 12.2021
Bachelor of Arts - Finance
Western Governors University
High School Diploma -
Sammamish High School
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