Isabella Trotter
Leesville,SC
Summary
Results-oriented Sales and Customer Service Professional with over 5 years of experience in building client relationships and driving repeat business. Expertise in aligning sales performance with customer care to create lasting partnerships. Committed to fostering team collaboration and achieving shared goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Co-Owner
BridgeLine Insurance CO
Gilbert, SC
06.2026 - Current
- Start up Independent Insurance Agent
- Business Planning
- Overseeing systems and processes
Sales Representative
Gerrie Gresham State Farm
Lexington, SC
02.2024 - 06.2026
- Managed call lists and tracked progress using CRM software for follow-up actions
- Collaborated with sales team to refine scripts and improve messaging effectiveness
- Serviced Current Policies/Review appointments
- Agent Aspirant Program - Learned business and admin skills
- Led Team Meetings
- Trained new service and sales hires
- Created and led systems and processes for sales forces
- Assisted and led team to hit company sales goals
JV Girls Soccer Coach
Lexington High School
Lexington, South Carolina
02.2022 - 05.2024
- Developed training programs for athletes to enhance skills and teamwork
- Organized practice schedules to optimize player performance
- Coordinated with other coaches to optimize team culture and atmosphere
- Created a positive environment of learning by motivating athletes to reach their potentials
Customer Service Representative
Connie Sue Shealy State Farm
Gilbert, SC
05.2021 - 02.2024
- First to answer phones and greet customers in office
- Made changes to current insurance policies upon customer request
- Sold and serviced new insurance policies
- Held customer reviews to assist customers with making changes and understanding their policy
- Sold and serviced Life Insurance Policies
- Thoroughly noted customer accounts based on conversations and changes made
- Assisted in claims
- Trained new hires
Restaurant Hostess
Carolina Wings & Rib House
Lexington , SC
07.2019 - 05.2021
- Greeted and seated guests promptly upon arrival
- Ensured cleanliness and organization of dining area to enhance guest experience
- Coordinated dining area arrangements based on guest requests to optimize seating flow
- Served tables during busy shifts to ensure prompt service.
- Managed To-Go orders, answered phones, streamlined order processing, and confirmed accuracy with guests before departure
- Trained new hosts on procedures and customer service standards.
Education
Life And Health Insurance License -
Mary Brewer Insurance School
Columbia, SC09-2021
Property and Casualty Insurance License -
Mary Brewer Insurance School
Columbia, SC08-2021
High School Diploma -
Lexington High School
Lexington, SC06-2021
Skills
- Sales techniques
- Product and service sales
- Sales goal achievement
- Customer relationship management
- Client retention strategies
- Sales funnel management
- Sales territory analysis
- CRM software proficiency
- Training and mentoring
- Communication skills
- Motivational skills
- Work ethic
- Punctual
- Relationship building
- Policy servicing
Certification
- Property and Casualty Insurance License
- Life and Health Insurance License
- SIE
Timeline
Co-Owner
BridgeLine Insurance CO
06.2026 - Current
Sales Representative
Gerrie Gresham State Farm
02.2024 - 06.2026
JV Girls Soccer Coach
Lexington High School
02.2022 - 05.2024
Customer Service Representative
Connie Sue Shealy State Farm
05.2021 - 02.2024
Restaurant Hostess
Carolina Wings & Rib House
07.2019 - 05.2021
Life And Health Insurance License -
Mary Brewer Insurance School
Property and Casualty Insurance License -
Mary Brewer Insurance School
High School Diploma -
Lexington High School