Heather Sitsler
Littleon,CO
Summary
Successful and seasoned Insurance Agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice.
Excellent communicator and dependable team player with strong understanding of insurance industry. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Elite Insurance Group
06.2022 - Current
- Consistently a top performing agent out of 60+
- Wrote $677,331.00 in premium for the year 2023
- Mentored junior staff members in sales techniques, product knowledge, and regulatory compliance to improve overall team performance.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Licensed Insurance Agent
Customer Solutions Group Inc, Representing Liberty Mutual Insurance Group
06.2020 - 06.2022
- Consistently one of the Top 3 agents out of a team of 35
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Promoted products and services using upselling and other sales strategies.
- Utilized CRM software to manage client relationships.
Office Manager, P&C Licensed Agent
Foundations Insurance and Financial Services Inc
05.2017 - 06.2020
- Sell a variety of insurance products to individuals, achieving personal referral goals
- Answering any questions or concerns that policy holders have regarding their insurance polices
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Monitored insurance claims to ensure each were settled equitably for both the client and insurer
- Re-evaluated policies for customers, including cross-selling new lines of business with multiple carriers
- Perform administrative tasks, such as maintaining records and handling policy renewals, pulled and monitored reports for remarketing teams’ progress
- Solicit referral leads from satisfied customers who were referred to us
- Strong team player ethics and willingness to help to reach all goals
- Demonstrated proficiency of basic computer applications such as Microsoft Office and
- Office 365
- Trained new employees, along with updated employee training manual as needed
- Demonstrated excellent discipline while working from home from a daily agenda 3+ days a week
Office Manager
Rogue Engineering Inc
10.2014 - 05.2017
- Accounts receivable & payable, payroll, weekly & quarterly taxes, process purchase orders
- HR, general office duties, and customer service
- Assist the President/CEO in all duties as needed
- Employee liaison, conduct monthly manger meetings
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections
- Maintained and updated filing systems for paper and electronic documents.
Branch Assistant Manager II
BBVA COMPASS
05.2012 - 10.2014
- Demonstrate exceptional leadership overseeing all aspects of customer service and operations
- Act as sole manager of all aspects of the branch including sales, operations, and administration in absence of the branch manager
- Researched and maintained accurate record for auditors and examiners during examinations, audits, and reviews.
Associate Manager/Customer Service Coordinator
BBVA COMPASS
09.2007 - 05.2012
- Delivered an exceptional customer service experience
- Managed the processes of branch associate staff and all functions related to the Vault within delegated levels of authority
- Ensured appropriate operational and security procedures are in place for the total cash handling functions of the branch
- Participated in all the banking center sales meetings, service, and lobby management activities
Financial Sales Advisor II
BBVA COMPASS
01.2006 - 01.2007
- Promoted and sold banking products to existing and prospective customers
- Utilized customer relationship management system for leads to maximize deposits
- Marketed retail banking products and services to mass market customers, face to face, or over the phone in order to grow, retain, and maximize profit for the bank.
Branch Associate
BBVA COMPASS
08.2005 - 09.2006
- Delivered exceptional customer service while uncovering sales referral opportunities
- Handled cash, deposit transactions, balanced cash drawer, and handled customer inquiries
- Performed a variety of duties involving paying out, balancing, and receiving transactions within assigned delegated authorities
Education
High School Diploma -
Englewood High School
Englewood, CO05.2001
Skills
- COMPUTER SKILLS & LICENSING
- EZLynx Comparative Rater
- Insurance Product Expertise
- Excel
- Microsoft Windows XP/NT/7/10
- Team Training
- Quotes and Sales
- Policy Management Expertise
- New Agent Training
- Referral Pipeline Maintenance
- Property Examination
Certification
Licensed Property & Casualty Agent in 27 States/ Business Administration / Leadership / Project
Management / Risk Management / Regulation Compliance Loss Prevention/ Fiscal Oversight including P
& L Balancing
Timeline
Licensed Insurance Agent
Elite Insurance Group
06.2022 - Current
Licensed Insurance Agent
Customer Solutions Group Inc, Representing Liberty Mutual Insurance Group
06.2020 - 06.2022
Office Manager, P&C Licensed Agent
Foundations Insurance and Financial Services Inc
05.2017 - 06.2020
Office Manager
Rogue Engineering Inc
10.2014 - 05.2017
Branch Assistant Manager II
BBVA COMPASS
05.2012 - 10.2014
Associate Manager/Customer Service Coordinator
BBVA COMPASS
09.2007 - 05.2012
Financial Sales Advisor II
BBVA COMPASS
01.2006 - 01.2007
Branch Associate
BBVA COMPASS
08.2005 - 09.2006
High School Diploma -
Englewood High School
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