Jennifer Gilreath
Indian Land,SC
Summary
A seasoned Licensed Sales Producer with a proven track record at a local Allstate agency, adept in lead prospecting and customer retention. Excels in policy analysis and CRM software, leveraging product knowledge and rapport-building skills to significantly contribute to new business generation and foster client relationships. Passionate about mentoring new agents and enhancing customer service excellence.
Overview
13
13
years of professional experience
Work History
Licensed Sales Producer
Allstate-Kevin Godfrey Insurance
2023.03 - Current
- Provided coverage option information to assist clients in protecting assets.
- Promoted products and services using upselling and other sales strategies.
- Identified and solicited sales prospects in agency databases.
- Finalized sales and collected necessary deposits.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Trained new personnel regarding company operations, policies and services.
Life Insurance Sales Agent
New York Life
2022.08 - 2023.01
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Met with prospective clients to discuss insurance needs and provide solutions.
APD Underwriter, Loan Processor
Movement Mortgage
2017.11 - 2022.03
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Analyzed borrower credit reports and income statements to verify accuracy.
- Handled any conditions sent from underwriting departments.
- Worked with processing team members to communicate errors and obtain missing information for current applications.
- Made careful determinations based on skilled analyses of submitted documentation covering credit histories, employment records, and current financial status.
Server
Beef 'O' Brady's
2017.08 - 2017.11
- Set positive tone for entire dining experience as first point of contact for incoming guests.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
Mortgage Loan Processor
Guaranteed Rate
2016.05 - 2016.12
- Received on-going, comprehensive training on home loan products and mortgage process.
- Handled any conditions sent from underwriting departments.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Server
Red Bowl Asian Bistro
2016.02 - 2016.05
- Answered customers' questions, recommended items, and recorded order information.
- Processed orders and sent to kitchen employees for preparation.
- Used slow periods to restock supplies, ice, trays, and delivery bags.
Office Administrator
Fundamental Communications
2014.09 - 2016.02
- Interacted with customers by phone, email, or in-person to provide information.
- Assisted in preparation and processing of payroll to facilitate prompt staff payments.
- Verified benefits and worked with insurance companies to obtain payments.
Medical Office Administrator
Heritage Pediatrics And Internal Medicine - Wren
2012.08 - 2013.09
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Prepared and processed patient referrals and transfer requests.
- Performed various administrative tasks by filing, copying and faxing documents.
- Assisted with medical coding and billing tasks.
Call Center Representative
Level One
2012.01 - 2012.08
- Handled high volume of inbound calls per shift to gather information and schedule appointments.
- Followed provided script and asked fact-finding questions to determine customer needs and expectations.
- Recorded customer interactions, inquiries and comments in customer service database for traceability.
Education
High School Diploma -
Nation Ford High School
Fort Mill, SCNo Degree - Liberal Arts And General Studies
Presbyterian College
Clinton, SCSkills
- Licensed Insurance Agent
- Insurance sales
- Lead prospecting
- Prospect management
- Rapport Building
- CRM Software
- Policy analysis
- Product Knowledge
- Customer Service
- Customer Retention
- New business generation
- New Agent Training
Timeline
Licensed Sales Producer
Allstate-Kevin Godfrey Insurance
2023.03 - Current
Life Insurance Sales Agent
New York Life
2022.08 - 2023.01
APD Underwriter, Loan Processor
Movement Mortgage
2017.11 - 2022.03
Server
Beef 'O' Brady's
2017.08 - 2017.11
Mortgage Loan Processor
Guaranteed Rate
2016.05 - 2016.12
Server
Red Bowl Asian Bistro
2016.02 - 2016.05
Office Administrator
Fundamental Communications
2014.09 - 2016.02
Medical Office Administrator
Heritage Pediatrics And Internal Medicine - Wren
2012.08 - 2013.09
Call Center Representative
Level One
2012.01 - 2012.08
High School Diploma -
Nation Ford High School
No Degree - Liberal Arts And General Studies
Presbyterian College
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