Jeri Tallichet
Kingwood,TX
Summary
Achieved significant sales growth at Richey Insurance Agency by leveraging expert negotiation skills and fostering strong customer relationships. Demonstrated proficiency in sales software and a commitment to continuous improvement, consistently exceeding targets through strategic thinking and effective pipeline management. Excelled in team collaboration and problem-solving, ensuring client satisfaction and repeat business.
Overview
15
15
years of professional experience
Work History
Sales Producer
Richey Insurance Agency
06.2022 - Current
- Maximized sales opportunities by creating customized solutions tailored to client needs.
- Collaborated closely with cross-functional teams to ensure timely delivery of products or services for customer satisfaction.
- Improved customer satisfaction with prompt follow-ups and resolving issues efficiently.
- Generated new business leads by conducting market research and identifying potential clients.
- Skillfully negotiated deals that were mutually beneficial for both parties while also meeting company objectives.
- Exceeded individual quarterly targets consistently through diligent lead generation efforts.
- Increased sales revenue by developing and maintaining strong customer relationships.
- Contributed to team success by sharing knowledge, expertise, and best practices with colleagues.
- Managed multiple accounts simultaneously while prioritizing tasks effectively for optimal results.
- Developed long-lasting partnerships with key clients, resulting in repeat business and referrals.
- Established rapport quickly with prospective clients using excellent communication skills.
- Boosted team performance with effective coaching, mentoring, and ongoing support for fellow Sales Producers.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Utilized Software to manage sensitive client information and update existing and new client profiles.
- Achieved and exceeded monthly and annual sales targets.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Calculated premiums and established payment methods for sales.
- Analyzed risk factors to recommend appropriate coverage levels.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Generated leads through cold-calling, networking and other outreach methods.
- Conducted annual reviews of existing policies to update information.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Company Owner
J&D Total Home Care
05.2009 - 06.2022
- Managed daily operations efficiently while maintaining high-quality standards in all aspects of the business.
- Maximized profits by negotiating favorable contracts with suppliers, securing competitive pricing on materials and services.
- Oversaw daily business operations and financial decisions to drive profitability and growth.
- Resolved customer service issues with timely and professional resolutions.
- Managed multiple projects simultaneously while maintaining strict adherence to deadlines and budgets.
- Coordinated timely delivery of materials and resources to job sites, preventing delays in project timelines.
- Consulted with customers to assess needs and propose optimal solutions.
- Established long-term relationships with clients, resulting in increased repeat business.
- Created and managed project plans, timelines and budgets.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
- Delivered high-quality work on time and within budget, earning positive feedback from clients.
- Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
- Maintained high levels of quality control with meticulous attention to detail in all performed tasks.
- Prioritized urgent repair requests, minimizing downtime for clients experiencing critical issues.
- Completed complex projects within deadline, managing time efficiently between multiple tasks.
- Utilized effective communication skills to understand client needs clearly before starting work on any project.
Education
Property And Causality - Insurance
Kaplan
Kingwood, TX06.2022
Highschool Diploma -
Cypress Springs High School
Cypress, TX2008
Skills
- Objection handling
- Effective negotiation
- Pipeline Management
- Closing Techniques
- Cold-calling
- Territory Management
- Sales software proficiency
- Customer Relationship Building
- Strategic Thinking
- Relationship Development
- Lead Qualification
- Salesforce proficiency
- Leads Prospecting
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Attention to Detail
- Multitasking Abilities
- Reliability
- Quotes and sales
- Excellent Communication
- Insurance Policy Sales
- Data Entry
- Self Motivation
- Goal Setting
- Professionalism
- Policy Changes
- Property and Casualty Insurance
- Policy Renewals
- Client Consultations
- Insurance Coverage Verification
- Continuous Improvement
- Customer Referrals
- Form Completion and Submission
- Premium Calculations
- Account Management
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Sales Producer
Richey Insurance Agency
06.2022 - Current
Company Owner
J&D Total Home Care
05.2009 - 06.2022
Property And Causality - Insurance
Kaplan
Highschool Diploma -
Cypress Springs High School
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