Jeffrey Bittner
Lake City
Summary
Results-driven Insurance Sales Professional with extensive experience at Almag Insurance, Inc., specializing in client retention and team development. Expertise in strategic sales planning and negotiation, driving market penetration and enhancing customer loyalty. Proven ability to build and maintain strong client relationships while utilizing in-depth knowledge of insurance products and market trends.
Overview
5
5
years of professional experience
Work History
Insurance Sales Agent
Clearview Insurance Services
08.2024 - Current
- Enhanced client satisfaction and retention through strong relationship management.
- Recommended tailored insurance products after conducting comprehensive needs assessments.
- Streamlined sales processes using CRM software to track leads and interactions.
- Presented customized insurance proposals addressing specific client needs and concerns.
- Educated clients on policy details, coverage options, and claims procedures effectively.
Insurance Sales Manager
Almag Insurance, Inc.
01.2021 - 08.2024
- Increased market penetration through strategic sales plan development and implementation.
- Enhanced team performance by training members in product knowledge and sales techniques.
- Refined sales strategies by analyzing market trends and customer feedback.
- Strengthened client relationships, boosting customer loyalty and retention rates significantly.
- Conducted performance evaluations to ensure alignment with sales targets and objectives.
- Tracked leads and managed client interactions using CRM systems for better outcomes.
Education
Bachelor of Science - Social Sciences Education
Lake Erie Colleg
Painesville, OH05-2005
Skills
- Customer service
- Insurance sales
- Product knowledge
- Strong negotiation
- Cold calling
- Lead prospecting
- Client retention
- Account management
- Rapport building
- Team training and development
Timeline
Insurance Sales Agent
Clearview Insurance Services
08.2024 - Current
Insurance Sales Manager
Almag Insurance, Inc.
01.2021 - 08.2024
Bachelor of Science - Social Sciences Education
Lake Erie Colleg