Jeffery Scott
Whiteville,TN
Summary
Driven and talented Insurance Sales with 15 years experience and a history of surpassing customer and employer expectations. Experienced in providing tailored solutions to clients to ensure client satisfaction and loyalty. Leverage consultative-sales strengths to nurture relationships and close deals. Comprehensive knowledge of financial and insurance products, services and best practices.
Overview
14
14
years of professional experience
Work History
Insurance Sales Agent
Farm Bureau Insurance
07.2010 - 04.2023
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Upsold products to policyholders and potential new clients.
- Pursued continued professional development through insurance workshops, course and webinars.
- Offered policy guidance and management to promote asset protection.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Followed up with customers to check on changing needs and propose new offerings.
- Maintained pleasant and cordial attitude, remaining calm when issues arose.
- Wrote policies, finalized documents and filed paperwork.
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Communicated with clients by phone and email to answer questions and offer services.
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Made appointments with potential clients to discuss products.
- Reached out to potential clients to schedule appointments.
- Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
- Offered information about policy and coverage details.
- Kept thorough records of customer details and previous sales.
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Operated in fast-paced and driven sales environment.
- Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
- Answered insurer questions regarding policyholders.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Improved office operations, maintaining records, tracking data and promoting clear internal communications.
Insurance Agent
Modern Woodmen Of America
01.2009 - 05.2010
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Investigated and processed claims swiftly to keep customers satisfied.
- Maintained high standards of customer service by building relationships with clients.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Negotiated favorable terms on behalf of clients by leveraging industry knowledge during interactions with carriers.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Created detailed reports for management to track performance and sales.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Education
Bachelor of Science - Electrical Engineering
Tennessee Technological University
Cookeville, TN05.2001
Skills
- Observant
- High level of integrity
- Security procedures knowledge
- Flexibility to customers needs
- Persistency
- Report generation
- Quality assurance controls
- Documentation skills
- Team Building
- Computer skills
- Critical thinking
- Data management
- Conflict resolution
- Reliable and Trustworthy
- Organization
- High Quality Customer Service
- Self-Motivated
- Networking
- Consistent Positive Reputation
- Goal-Oriented
- Knowledge in the diversity of a variety of products
- Industry knowledge in regulatory compliance
- Sales proficiency in marketing tactics
- Client relationship Management
- Risk assessment and analytical skills
- Financial analysis for insurance planning
- Data privacy and Security Protocols
- Cultural Competency
Additional Information
- 10 years self owned electrical business specifying in Industrial, commercial and residential electrical needs.
- 3 years as service manager for 3 major powersports companies, Yamaha, Kawasaki and suzuki.
Timeline
Insurance Sales Agent
Farm Bureau Insurance
07.2010 - 04.2023
Insurance Agent
Modern Woodmen Of America
01.2009 - 05.2010
Bachelor of Science - Electrical Engineering
Tennessee Technological University