HEATHER LEHMANN
Aurora,IL
Summary
Highly organized and motivated Sales Executive with demonstrated track record of building relationships with clients, carrier partners, and referral partners. Skilled in insurance product knowledge, networking and delivering exceptional customer service.
Overview
15
15
years of professional experience
Work History
Sales Executive
AssuredPartners, A Gallagher Company
09.2018 - Current
- Licensed in IL Property & Casualty, Life & Health.
- Boosts organic growth. Consistently in top 5% for sales within department.
- Averages a 90% client retention rate over past 7 years.
- A strong working knowledge of products offered and underwriting guidelines from 20 insurance carriers.
- Manages a $1.7M premium personal lines book consisting of high net worth and middle market clients. Quoting across multiple insurance carrier websites, processing endorsements, answering coverage questions, and reviewing renewals.
- Provides quotes in a timely manner with strong attention to detail to ensure each quote meets the unique needs of each prospect.
- Seeks opportunities to increase knowledge of market trends, new insurance products offered, carrier underwriting and coverage options.
- Personable and fosters lasting relationships with current clients through effective communication and quick responses, resulting in referrals.
- Reviews renewals to identify changes in client needs, potential exposures and opportunity for cross sells.
- Acquires new client and referral partners through participation in networking groups and philanthropic groups.
- Proficient in Applied Epic and Microsoft Office Suite.
Sales Representative
Shannon Hallstrom State Farm Agency
09.2016 - 09.2018
- Contacted prospects through the use of cold calling, internet lead providers, and referrals to provide quotes.
- Served on the board of the Young Professionals Network with the Naperville Area Chamber.
- Demonstrated time management skills by providing exceptional customer service while accomplishing sales goals.
Business Development/Sales Representative
Liberty Mutual Insurance
02.2016 - 09.2016
- Business Development/Sales Representative for Home, Auto and Life Insurance
- Produced valuable leads at chamber events, networking groups, golf outings and 5k runs
Sales Representative
Randy Ems State Farm Agency
01.2011 - 02.2016
- Sales Representative responsible for writing 30 new policies per month on average
- Serviced existing clients by advising on coverage, discounts and risks
Education
Bachelor of Arts - Organizational Communication, Minor: Marketing
North Central College
Naperville, IL06.2010
Skills
- Currently serves on the Steering Committee for the Next Generation Initiative (NGI), a sub group of a non- profit, DuPage Foundation Active NGI member since 2019
- Acted as Chair for the Young Professionals Network within Naperville Area Chamber in 2019
Timeline
Sales Executive
AssuredPartners, A Gallagher Company
09.2018 - Current
Sales Representative
Shannon Hallstrom State Farm Agency
09.2016 - 09.2018
Business Development/Sales Representative
Liberty Mutual Insurance
02.2016 - 09.2016
Sales Representative
Randy Ems State Farm Agency
01.2011 - 02.2016
Bachelor of Arts - Organizational Communication, Minor: Marketing
North Central College