Evan Peabody

Leading team of 12 sales agents in retaining prior policy holders with cancelled policies and solving issues to reinstate auto insurance with company. Maintaining in top quartile in closure for company while assisting team members in meeting monthly metrics and coaching.

• Weekly coaching based off agent's individual results to drive monthly metrics and achieve agent's goals.
• sending daily call stats for metrics such as quality, closure, CSAT, AHT and surveys.
• Taking High-Volume sales Calls, Deescalating distraught policy holders, addressing problem with solution based approach and reinstating insurance policy.
• Using different CRM's such as salesforce and Zendesk to improve customer experience and call efficiency.

Primarily responsible for assessing risk of new business polices and addressing any concerns that may conflict with company and state guidelines.

• Analyzing information on new business auto applications and reviewing accuracy with policy holder.
• Using multiple Underwriting software to confirm applicants address,vehicle information, driving record/license information, ect.
• Reviewing documents returned by policy holder to meet company underwriting guidelines.
• Approving/denying insurance policies based off assessment of information requested from policy holder.

Consistently achieved or exceeded monthly sales targets, resulting in recognition as a top-performing sales agent. Continuously remained in top 15% for closure country wide.

• Conduct thorough needs assessments to understand clients' insurance requirements, needs and objective to effectively sell to.
• 95% excellent customer satisfaction return rate resulting in high retention levels for existing business of new business sold.
• Effectively upselling coverages and alternative services based off customer needs to create a better customer experience and drive profitability of policies sold.
• Utilized effective communication and negotiation skills to address stalls and objections related to coverage, pricing, and policy terms.