Results-driven professional accomplished in bringing in new customers and retaining existing customers. Well-versed in different insurance plans and a persuasive communicator with personable style.
Overview
9
9
years of professional experience
Work History
Insurance Account Representative
State Farm - Tyler Hood Agency
01.2021 - Current
Acquired all necessary risk management certifications/licenses for the state of Georgia.
Follow up on leads to educate potential customers and generate sales to grow agency profit across lines of insurance including life, health, auto, fire.
Assist new and existing customers with onboarding into new insurance plans and advising on best practices.
Network and maintain strong referral practices in order to create an ever-expanding pipeline of new customers.
Consistently meet with new and existing customers by holding in person meetings and scheduled phone meetings to ensure top level customer satisfaction and relationships.
Stay up to date with current technological advances in salesforce to maximize my potential with new prospects and provide exceptional service to existing customers.
Trained multiple team members and built ever lasting professional relationships with these team members in order to maintain healthy work ethic and profitability to the agency.
Maintain organized reports to ensure compliant business practices, and record sales logs for agency analysis.
Delivery/Installer
Cabinet Associates
02.2018 - 04.2020
Installed complete cabinet systems at new residential and business construction sites.
Laid out materials and system components to prepare for installation.
Inspected installations to check for functionality and maintain customer satisfaction.
Cashier
Publix
08.2014 - 01.2018
Built relationships with customers to encourage repeat business.
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Worked flexible schedule and extra shifts to meet business needs.
Greeted customers entering store and responded promptly to customer needs.
Education
BBA - Insurance And Risk Management
University of Georgia
Athens, GA
12.2020
Skills
Licensed in Property/Casualty and Life/Health
Licensed with SIE, Series 6, Series 63, and Variable Products Currently working on acquiring Series 65
Proficient in Microsoft Office Suite: Excel, PowerPoint, Word, Outlook/ Proficient in Salesforce
Account Management
Client Needs Analysis
Client Prospecting
Timeline
Insurance Account Representative
State Farm - Tyler Hood Agency
01.2021 - Current
Delivery/Installer
Cabinet Associates
02.2018 - 04.2020
Cashier
Publix
08.2014 - 01.2018
BBA - Insurance And Risk Management
University of Georgia
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