Hailey Beard
Sacramento,CA
Summary
Experienced insurance industry professional with a proven track record of successful leadership and a goal-oriented mindset. Skilled at driving productivity, ensuring customer satisfaction, generating revenue, and increasing sales. Committed to streamlining procedures and maximizing employee potential to achieve optimal results. Dedicated to delivering excellence in all aspects of operations and consistently exceeding expectations.
Overview
18
18
years of professional experience
Work History
Licensed Sales Agent - DMS Marketpoint
Humana
08.2021 - Current
- Developed customized sales strategies to match individual client needs, guaranteeing the choice of the most appropriate Medicare plans and boosting the likelihood of enrollment and sustained retention.
- Skillfully handle objections during calls by effectively addressing concerns, guiding individuals towards making informed decisions, or resolving issues within existing policies.
- Foster strong relationships with members for long-term success by delivering exceptional customer service and support, and becoming their go-to resource.
- Utilize exceptional sales skills and a comprehensive understanding of abilities to consistently surpass all sales goals and KPIs.
- Appointed as team lead by my supervisor, I am tasked with addressing both team and individual concerns related to company processes, enrollments, and overall management.
- Maintain detailed records of client communications, sales activities, and progress toward goals for regular reporting to management.
- Manage a portfolio of existing clients, conduct regular check-ins to evaluate satisfaction levels, address any concerns or issues promptly, and develop a sales funnel from referrals.
- Collaborate with team members to share best practices, enhancing overall team performance.
- Promote a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Train new team members by communicating company procedures and compliance requirements, as well as providing coaching on optimal call flow practices.
- Consistently exhibit a commitment to excellence, maintain professionalism, and uphold the company's values at all times.
- Remain open to coaching, keep asking questions, and aim to exceed all set goals with a mindset geared towards growth.
Licensed Service Agent
GeoVera Holdings
08.2017 - 08.2021
- Liaise with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Deliver exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Answer constant flow of customer calls with minimal wait times with an average of 60 calls each day.
- Consultative Sales in Earthquake Insurance.
- Utilized CRM systems proficiently to manage customer data securely and facilitate seamless communication between departments within the organization.
- Address agent and customer inquiries through telephone and email, ensuring questions and requests are responded to effectively within the target of one business day.
- Consistently exceed personal daily, weekly and monthly goals for all measured service goals and levels.
- Review applications for insurance coverage and reports from agents to determine risks.
- Provided primary support for agents and customers with IT issues, quoter platform concerns, and underwriting.
- Follow up on denials, late payments, extensions and other special circumstances.
- Complete underwriting screening on quotes or policies to ensure compliance with relevant state and company policy regulations.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Learned and continuously maintain in-depth understanding of product information, providing knowledgeable responses to diverse questions.
Licensed Insurance Agent
Allstate
02.2017 - 08.2017
- Part time agent for Allstate Independent Owner.
- Managed all sales facets, including the acquisition of new business and maintenance of existing accounts with more than 30 carriers.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
Multi Line Representative
State Farm
04.2014 - 01.2017
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Boosted customer satisfaction by addressing and resolving customer inquiries promptly and professionally.
- Identified and solicited sales prospects in agency databases.
- Built relationships with clients through active listening and communication talents to provide excellent service and agency referrals.
- Upsold additional products and services after identifying customer needs and requirements.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Utilized direct marketing strategies such as mailings and in person meetings to approach potential clients and increase sales by 10%.
- Regular use and monitoring of all social media related to agency including Facebook and Yelp.
Prestige Manager
Ulta
09.2011 - 04.2014
- Oversaw the daily operations of the Prestige Beauty department, which generated $2 million in annual revenue through collaboration with 72 brand partners and the management of 20 employees.
- Monitored industry trends closely to inform purchasing decisions that aligned with customer preferences while maximizing profitability.
- Achieved impressive year-over-year increases in both top-line revenue and employee satisfaction scores, contributing to the overall success of the prestige department.
- Recruited, interviewed, and hired employees; also implemented a mentoring program to foster positive feedback and engagement.
- Engaging in product training, demonstrations, consumer awareness, and branding activities to increase awareness and revenue.
- Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
- Organized promotional events and engaged with the community to boost sales volume.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Worked with vendors to forge strong partnerships, focusing on leveraging emerging and sustainable sales opportunities.
Business Manager
Clinique/Macy's
06.2010 - 09.2011
- Oversaw a team of 10 at the highest-volume location in the district.
- Event planning and execution, associate coaching, new credit inquiry, sales tracking, stock and product inventory.
- Improved operational workflows by identifying areas of inefficiency and implementing appropriate solutions.
- Increased overall team productivity by fostering a positive work environment and providing effective leadership.
- Assisted with hiring process and training of new employees.
Insurance Agent
Becker Brothers
08.2009 - 01.2011
- Independent contractor for Becker Brothers Financial Consultants.
- Cultivated new business by offering presentations on financial well-being to Teachers and Educational Staff working primarily with 403b and Life Policy Sales.
- Developed a sales funnel by fostering relationships.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Met with prospective clients to discuss insurance needs and provide solutions.
Store Sales Manager
Lane Bryant Outlet, Charming Shoppes
06.2006 - 06.2009
- Overseeing all store operations, which includes recruiting, hiring staff, conducting training, performing evaluations, and scheduling work shifts for a team of 12 to 15 employees, depending on the season.
- Manage budget planning, monitor expenditures, and administer payroll.
- Developed a new floor merchandising strategy for the store, resulting in a 10% increase in sales and raising the daily average sale from $59.00 to $67.00.
- Daily coaching, training, and mentoring are provided to associates to enhance their selling skills, ensure adherence to policies, and develop potential future leaders.
- Enhancing in-store conversion and traffic through the planning and execution of events.
- Partnering with local businesses and charities, such as Relay for Life, is key for community outreach, organizing events, and fostering grassroots efforts and networking.
Education
Associate of Applied Science - Small Business
Santa Rosa Junior College
Santa Rosa, CA01.2000
Coursework Completed - Design
The Art Institute of CA San Francisco
San Francisco, CA01.1998
Diploma - Cosmetology
Vintage Academy
Napa, CA01.1997
Skills
- Goal-Oriented
- Reliable and Responsible
- Friendly and Helpful
- Professionalism
- Meeting Sales Goals
- Product Knowledge
- Time Management
- New Agent Training
- Team training and development
- Sales Strategies
License
Property and Casualty License - CA
Accident & Health License - 22 states
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteImportant To Me
Work from home optionFlexible work hoursHealthcare benefitsPaid sick leaveCareer advancementWork-life balanceCompany Culture401k matchPersonal development programs4-day work weekStock Options / Equity / Profit SharingPaid time offTeam Building / Company RetreatsLanguages
English
Bilingual or Proficient (C2)
Quote
To know what is right and not to do it is the worst cowardice.
Confucius
Interests
Reading
Flowers
Art
Gaming
Sewing
Music
Timeline
Licensed Sales Agent - DMS Marketpoint
Humana
08.2021 - Current
Licensed Service Agent
GeoVera Holdings
08.2017 - 08.2021
Licensed Insurance Agent
Allstate
02.2017 - 08.2017
Multi Line Representative
State Farm
04.2014 - 01.2017
Prestige Manager
Ulta
09.2011 - 04.2014
Business Manager
Clinique/Macy's
06.2010 - 09.2011
Insurance Agent
Becker Brothers
08.2009 - 01.2011
Store Sales Manager
Lane Bryant Outlet, Charming Shoppes
06.2006 - 06.2009
Associate of Applied Science - Small Business
Santa Rosa Junior College
Coursework Completed - Design
The Art Institute of CA San Francisco
Diploma - Cosmetology
Vintage Academy
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