Gavin Lance
Dustin Kirkman State Farm Agency
Nixa,MO
1
Certification
7
years of professional experience
Experienced licensed insurance professional skilled in client acquisition, consultative sales, and relationship management. Develops new business through strategic prospecting, identifies client needs, and presents tailored insurance solutions. Six years in client-focused environments, with strengths in employee training and cross-functional support, ready to drive growth in an insurance brokerage.
Work History
Acquisition Specialist
2 Months- Drove new business production through high-volume outbound prospecting, lead follow-up, win-back campaigns, referrals, and relationship-based sales efforts across personal insurance products to enhance client acquisition.
- Managed prospects throughout the sales cycle, from initial outreach and needs discovery through quoting, follow-up, policy conversion, and client onboarding.
- Conduct consultative conversations with prospective clients to identify insurance needs, gather underwriting information, explain coverage options, and recommend appropriate insurance solutions.
- Built and maintained client relationships post-sale through onboarding, proactive check-ins, coverage education, and ongoing account support to ensure client satisfaction and retention.
- Built and maintain client relationships after the sale through onboarding, proactive check-ins, coverage education, and assistance with ongoing account needs.
- Maintained an active sales pipeline in Salesforce, documenting prospect and client interactions to support organized follow-up, relationship management, and new business development.
- Partnered with agency leadership and service team members to facilitate smooth client handoffs, accurate account information, and a positive experience throughout the customer lifecycle.
- Developed referral relationships with local businesses and community organizations, expanding prospecting channels and generating new business opportunities to enhance sales reach.
Behavior Support Technician
6 Years 5 Months- Provided individualized support in a relationship-driven environment while maintaining effective communication with clients, families, coworkers, and organizational leadership.
- Facilitated onboarding and training for new employees across multiple teams, guiding them on procedures, expectations, documentation, and organizational systems to enhance integration.
- Acted as a point of contact for employees, answering questions, providing guidance, and helping resolve day-to-day operational concerns.
- Assisted employees in navigating HRIS and administrative processes, ensuring accurate communication and timely follow-through for seamless operations.
- Maintained detailed documentation and coordinated relevant information across teams to support continuity of service and organizational standards.
Server
5 Months- Delivered high-quality customer service in fast-paced environment, managing multiple customer relationships and priorities to enhance satisfaction.
- Applied product knowledge and needs-based recommendations to drive sales and elevate customer experience.
- Delivered exceptional customer service to enhance guest satisfaction and loyalty.
- Collaborated with kitchen staff to ensure timely food preparation and order accuracy.
- Managed multiple tables efficiently while maintaining a high level of attention to detail.
Server
4 Months- Delivered attentive customer service while managing high-volume guest interactions and prioritizing tasks to enhance guest experience.
- Established rapport with customers, assessed needs, and recommended solutions that increased sales and improved customer satisfaction.
- Delivered exceptional customer service, ensuring a positive dining experience for all guests.
- Managed and prioritized multiple tables, enhancing efficiency in high-volume settings.
- Collaborated with kitchen staff to ensure timely food delivery and order accuracy.
Education
Bachelor's Degree - Human Resource Management
Skills
Consultative Selling
Acquisition strategies
Business Development
Client onboarding
Client relationship management
Needs Analysis
Client Follow-Up
Customer Retention
Insurance Software Management
CRM expertise
Microsoft Office
Account management support
Client engagement
Certification
- Missouri Property & Casualty Insurance Producer License
- Missouri Life, Accident & Health Insurance Producer License
Timeline
Acquisition Specialist
Dustin Kirkman State Farm Agency
06.2026 - CurrentRead More
Server
Big Whiskey's American Restaurant & Bar
06.2020 - 11.2020Read More
Behavior Support Technician
The Arc of the Ozarks
01.2020 - 06.2026Read More
Server
Bair's Sports Grill
09.2019 - 01.2020Read More
Missouri State University
Bachelor's Degree from Human Resource Management
Read More