
Performance-driven Insurance Sales Agent with over 4 years of experience in high-volume inbound call center environments. Demonstrated success in converting warm leads into policyholders while delivering excellent customer service with a strong understanding of insurance regulations, underwriting procedures, and sales compliance standards. Proven track record in achieving and exceeding sales targets and customer satisfaction metrics.
• Manage 60–80 inbound calls per day to quote and sell auto, renters, and home insurance to prospective clients across multiple states
• Consistently exceed monthly sales goals (averaging 120%) while maintaining compliance and service quality
• Licensed in P&C insurance; educate customers on coverage types, deductibles, and policy benefits to support informed buying decisions
• Utilize Salesforce and Workday CRM systems to track customer interactions and follow up on cross-selling opportunities
• Achieved 96% customer satisfaction rating and multiple “Top Seller” recognitions in quarterly performance reviews
• Responded to inbound customer calls regarding policy updates, quotes, and new coverage inquiries
• Facilitated warm transfer of sales-ready leads and completed binding of policies for home and auto insurance
• Trained in compliance, data privacy, and objection handling; received Allstate Service Star Award, 2020
• Used NICE inContact, Salesforce, and Allstate’s internal quoting platform to manage policy applications
• Maintained 90%+ accuracy in documentation and call logging, helping improve first-call resolution rates
Inbound Insurance Sales
Property & Casualty Licensing
Call Center Operations
Consultative Selling
CRM & Call Routing Tools (Salesforce, NICE, Workday)
Objection Handling