Heath Lewis
Oklahoma City,OK
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
3
3
years of professional experience
Work History
Insurance Agent
Farmers Insurance Agency
09.2023 - 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.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Finalized sales and collected necessary deposits.
Sales Representative
Frito Lay
01.2021 - 09.2023
- Managed customer accounts to secure customer satisfaction and repeat business.
- Trained and mentored new sales representatives.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Developed and implemented sales strategies to increase profits.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
Education
No Degree - Business
University of Central Oklahoma
Edmond, OKSkills
- Account Management
- Leads Prospecting
- Customer Service
- Policy Renewals
- Territory Expansion
- Quotes and Sales
- Negotiation
- Business Planning
- Revenue Generation
- Life Insurance
- Property Insurance
- Auto Insurance
- Marketing Strategies
- Organizational Skills
- Problem Solving
- Attention to Detail
- Multitasking Abilities
- Active Listening
- Risk Assessment
- Adaptability and Flexibility
- Empathy and Compassion
- Direct Marketing
Accomplishments
- Was the lead in sales revenue for my district territory
- Set the record for most Life Insurance Policies sold in a month (was my first month at the job)
Timeline
Insurance Agent
Farmers Insurance Agency
09.2023 - Current
Sales Representative
Frito Lay
01.2021 - 09.2023
No Degree - Business
University of Central Oklahoma