Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ieshia B. Anderson

Wyncote,PA

Summary

Driven Insurance Sales Agent with 13 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.


Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.


Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills.

Overview

13
13
years of professional experience

Work History

Managing General Agent

Lincoln Heritage Life Insurance
11.2012 - Current
  • Generated quotes and proposals for clients to match individual needs.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Followed up promptly with interested clients to close sales.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Trained and mentored new sales representatives.
  • Generated new leads through networking and attending industry events.
  • Managed over over 25 Sales Agents with goal setting and in field training
  • Strengthened communication skills through regular interactions with others.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Worked effectively in fast-paced environments
  • Managed time efficiently in order to complete all tasks within deadlines

Outbound Sales Call Center Agent

Corporate Call Center
08.2012 - 12.2013
  • Used computer databases to keep track of phone calls, confidential notes about conversations and customer contact information.
  • Represented company professionally in situations, working through challenging phone calls and cultivating positive interactions by remaining calm and poised.
  • Established professional relationships with clients and call center team members to boost trust, rapport and reliability.
  • Overcame objections using friendly, persuasive strategies.
  • Asked relevant questions to assist customers with selecting needed or requested products and services.
  • Received an average of 50 inbound calls per day.
  • Delivered scripted sales talks to customers reached via manual and automatic dialing systems.

Insurance Sales Agent

Primerica
05.2010 - 08.2012
  • Followed up promptly with interested clients to close sales.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Developed strong referral network in community to raise awareness and increase sales opportunities.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Attended industry conferences to stay informed of latest products and trends.
  • Educated clients on insurance policies and procedures.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

Education

Some College (No Degree) - Medical Assistant

The Craft Institute
Philadelphia, PA
04.1993

Skills

  • Policy Management Expertise
  • Quality Assurance Requirements
  • Persuasive Selling
  • Billing Procedures
  • Call Center Customer Service
  • Risk Management
  • Final Expense Insurance
  • Workflow Processes
  • Carrier Relations
  • Insurance Coverage Verification
  • Policy Feature Explanations

Timeline

Managing General Agent

Lincoln Heritage Life Insurance
11.2012 - Current

Outbound Sales Call Center Agent

Corporate Call Center
08.2012 - 12.2013

Insurance Sales Agent

Primerica
05.2010 - 08.2012

Some College (No Degree) - Medical Assistant

The Craft Institute
Ieshia B. Anderson