Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic
Jessica Yates

Jessica Yates

Insurance Sales Manager
Canton,MI

Summary

Dynamic Insurance Sales Manager with Allstate Insurance Co, recognized for exceeding sales goals and enhancing client retention through strategic relationship building. Expert in risk management and compliance, leveraging strong leadership and effective communication to drive team success and operational efficiency. Proven track record in developing referral programs that boost business growth.

Experienced with developing customized insurance plans that meet client needs and securing long-term client loyalty. Utilizes team-building skills to create cohesive and motivated sales force. Track record of consistently meeting and exceeding sales targets through strategic planning and customer-focused solutions.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Insurance Sales Manager

Allstate Insurance Co
05.2012 - Current
  • Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
  • Conducted agency sales meetings to communicate agency developments and discuss agents' sales figures and emerging opportunities.
  • Guided agents through life, health, property and casualty insurance licensing and renewal processes.
  • Adhered to legal requirements and agency and industry regulations in selling and servicing property & casualty insurance policies.
  • Prospected for new business by obtaining client referrals, making cold calls and engaging in insurance business-building strategies.
  • Developed and maintained strong relationships with clients, resulting in a high level of retention and referrals.
  • Consistently met or exceeded quarterly sales goals through diligent planning, forecasting, and execution of targeted initiatives.
  • Streamlined operational processes to increase efficiency, reduce costs, and improve overall productivity.
  • Established a referral program that incentivized satisfied customers to recommend our services to friends and family members.
  • Built relationships with customers and community to establish long-term business growth.

Education

Kaplan Financial
Southfield, Michigan

Skills

  • Team management
  • Risk management
  • Compliance
  • Account retention
  • Industry awareness
  • Strong leadership
  • Teamwork
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Time management
  • Attention to detail
  • Multitasking Abilities
  • Reliability
  • Excellent communication
  • Organizational skills
  • Team leadership
  • Effective communication
  • Team building
  • Sales targeting
  • Sales operations

Accomplishments

  • Supervised team of 8 staff members.
  • Exceeded monthly quota monthly.
  • Brought in 100+ new customers.
  • Increased productivity 40% by implementing several process improvements.

Certification

  • Property & Casualty, Kaplan Financial - 2012
  • Continued Education Property & Casualty 2014-Current

Languages

English
Full Professional

Timeline

Insurance Sales Manager

Allstate Insurance Co
05.2012 - Current

Kaplan Financial

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