Jillian Davis
Durham,NC
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Commercial Lines Insurance Agent
DAN – Divers Alert Network
01.2024 - 06.2024
- Handled complex coverage inquiries, document requests, and facilitated renewals
- Organized 2500+ Bizz Member records & implemented successful outreach process
- Created SOPs and training guides for department.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Self-motivated, with strong sense of personal responsibility.
Commercial and Personal Lines Insurance Sales Rep
State Farm, Lance Matsumura Agency
02.2012 - 08.2023
- Provided every client with friendly, educational, top-level service.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Adapted selling strategies based on individual client needs and preferences while maintaining compliance with state regulations.
- Conducted regular policy reviews with existing clients to ensure continued alignment with their evolving needs and risk profiles.
- Utilized technology platforms effectively to manage client information, track sales activities, and optimize lead generation efforts.
- Managed diverse portfolio of 500+ household accounts, offering personalized attention to each client to foster loyalty and trust.
- Exceeded sales targets consistently, utilizing effective closing techniques and persuasive communication skills.
- Collaborated with colleagues to identify cross-selling opportunities within existing client accounts, maximizing revenue potential per account.
- Boosted client retention rates by providing exceptional customer service and addressing concerns promptly.
- Collaborated with underwriters to customize policies and ensure accurate risk assessment.
Skills
- Licensed Insurance Agent
- Professionalism and Ethics
- Policy Knowledge
- Excellent Customer Service
- Passion for Educating Clients
- Data Entry Computer Savvy
- Excellent Communication
- Self-motivated Quick Learner
Certification
Insurance licensed Property, Casualty, Life, Health
Personal Information
Title: INSURANCE AND DIVE PROFESSIONAL
Timeline
Commercial Lines Insurance Agent
DAN – Divers Alert Network
01.2024 - 06.2024
Commercial and Personal Lines Insurance Sales Rep
State Farm, Lance Matsumura Agency
02.2012 - 08.2023
Insurance licensed Property, Casualty, Life, Health
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