JOANNA LEDEMA
Port Charlotte
Summary
An experienced, versatile, and results-oriented professional with prior managerial experience and 14 years of experience as a sales insurance agent in the Insurance industry. Proven expertise in customer relationships, cross-selling, and client retention. Successfully led teams by sharing knowledge, using effective communication strategies, and fostering a team-oriented culture. Developed and implemented strategies to grow agency staff and client relations, practicing management and contributing to decision-making within the agency.
Overview
12
12
years of professional experience
Work History
Sales Consultant-Seguros Department
Progressive Insurance
10.2024 - Current
- Licensed and appointed in all 50 states
- Current department is bilingual, English and Spanish
- Attended ongoing training sessions to stay current on industry trends, market conditions, and product offerings – applying knowledge gained to better serve customers.
- Call duties require state specific guidelines to be followed pertaining to each state and following Progressive guidelines for each call
- Remote
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Skilled at working independently and collaboratively in a team environment.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Sales and Service Insurance Agent
State Farm Insurance
08.2023 - 08.2024
- 2-20 Property and Casualty general lines license and obtained my 2-15 my Life, Health, and Variable Annuities Agent license
- Sold various types of insurance policies on behalf of insurance companies including automobile, homeowners, flood, premises liability, and life insurance
- Completed insurance applications, conducted policy interpretation, analyzed insurance programs, and suggested additions or changes as needed
- Offered life insurance products tailored to insureds' financial and family situations
- Performed administrative tasks such as records maintenance, document preparation, policy renewals, and insurance quotes
- Assisted customers and agents with billing and new business challenges, rating issues, and coverage questions
Office Manager/Sales and Service Insurance Agent
Allstate Insurance
10.2013 - 08.2023
- Developed and implemented office policies and procedures
- Trained staff on sales tactics, customer service, and retention processes
- Executed operation plans to drive sales and tracked monthly sales
- Assisted customers and agents with billing, new business challenges, rating issues, and coverage questions
- Sold various types of insurance policies on behalf of insurance companies including automobile, homeowner & flood insurance
- Performed administrative tasks such as records maintenance, document preparation, policy renewals, and insurance quotes
- Assisted customers and agents with billing and new business challenges, rating issues, and coverage questions
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Claims Adjuster
Progressive Insurance
03.2020 - 12.2020
- Obtained 6-20-Adjuster-all lines license
- Investigated and evaluated coverage, liability, and damages related to claims
- Coordinated with other departments to ensure efficient and accurate claims processing
- Prepared detailed reports on claims handling and processing
- Assessed damage reports and estimates for accuracy and completeness
- Maintained and updated claims records and documentation
- Investigated fraudulent claims and reported suspicious activity to management
Education
Bachelor of Arts - Early Education
Florida Atlantic University
Boca Raton, FL12.2017
Skills
- Insurance Sales/Customer Service
- Problem Solving/ Client Retention
- Documentation Preparation
- Client Prospecting
- Underwriting
- Staff development
- Policy implementation
- Sales consultation
- Interpersonal communication skills
- Complex Problem-solving
- Relationship building
- Customer relationship management (CRM)
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Sales Consultant-Seguros Department
Progressive Insurance
10.2024 - Current
Sales and Service Insurance Agent
State Farm Insurance
08.2023 - 08.2024
Claims Adjuster
Progressive Insurance
03.2020 - 12.2020
Office Manager/Sales and Service Insurance Agent
Allstate Insurance
10.2013 - 08.2023
Bachelor of Arts - Early Education
Florida Atlantic University
Similar Profiles
Nicolas LacentraNicolas Lacentra
Large Loss Adjuster at Progressive InsuranceLarge Loss Adjuster at Progressive Insurance
Michael CamposMichael Campos
Managed Repair Supervisor at Progressive InsuranceManaged Repair Supervisor at Progressive Insurance
Nicholas CampbellNicholas Campbell
Claims Supervisor at Progressive InsuranceClaims Supervisor at Progressive Insurance
Aidan FrameAidan Frame
Copy and Print Specialist at StaplesCopy and Print Specialist at Staples
Joseph SperlinJoseph Sperlin
Global Channel Partner and Enterprise Sales at OpenforceGlobal Channel Partner and Enterprise Sales at Openforce