Summary
Overview
Work History
Education
Skills
Timeline
Generic

John Grace

Saint Augustine,FL

Summary

Dynamic insurance sales professional with a proven track record at SelectQuote Insurance Services, excelling in customer service and skilled negotiation. Successfully managed high-volume accounts, generating over $3.3M in revenue. Adept at leveraging product knowledge to foster client relationships and drive account growth through tailored strategies and exceptional support.

Overview

15
15
years of professional experience

Work History

Insurance Sales Agent

Ideal Concepts
02.2023 - Current
  • Learned insurance products and services to provide accurate information to potential clients.
  • Supported team in preparing insurance quotes for clients based on their needs.
  • Engaged with clients to gather necessary documentation for policy applications.
  • Developed understanding of compliance regulations and company policies in insurance sales.
  • Manage on average 45 calls per day and average 2 closed sales per day.

Account Manager

Health IQ
04.2020 - 01.2023
  • Cultivated strong client relationships to enhance customer satisfaction and retention.
  • Manage over 50 calls per day and closed an average of 3 sales per day.
  • Developed and executed tailored account strategies to meet client needs effectively.
  • Coordinated cross-functional teams to deliver comprehensive solutions for clients.
  • Conducted regular performance reviews to assess account success and areas for improvement.
  • Leveraged CRM systems to track sales activities and optimize customer interactions.

Account Manager

SelectQuote Insurance Services
03.2011 - 11.2019
  • Developed strategic sales plans to enhance account growth and client retention.
  • Fostered strong relationships with key clients, ensuring satisfaction and loyalty.
  • Managed a diverse portfolio of accounts, ensuring each client received personalized attention and support.
  • Consistently maintained top 1% policy retention rates in entire company.
  • Handled highest volume account in Life insurance products, generating more than $3.3M in revenue.
  • Consulted with clients after sales and contract signings to resolve problems and provide ongoing support.

Education

No Degree - Graphic Design

Virginia Commonwealth University
Richmond, VA

Skills

  • Customer service
  • Insurance sales
  • Product knowledge
  • Skilled negotiator

Timeline

Insurance Sales Agent

Ideal Concepts
02.2023 - Current

Account Manager

Health IQ
04.2020 - 01.2023

Account Manager

SelectQuote Insurance Services
03.2011 - 11.2019

No Degree - Graphic Design

Virginia Commonwealth University

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