Cindy Henley
San Antonio,TX
Summary
Licensed Insurance Professional with 2 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
20
20
years of professional experience
Work History
Licensed Insurance Sales Professional
USAA
04.2022 - 04.2024
- Licensed in 48 states
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Exceeded sales targets through consistent follow-up with leads and effective closing techniques.
- Streamlined the quote generation process for faster response times, resulting in higher conversion rates.
- Developed strong rapport with clients, leading to numerous referrals and repeat business.
- Conducted comprehensive risk assessments for clients, recommending appropriate coverage levels to mitigate potential losses.
- Participated in ongoing professional development opportunities to stay current with industry trends and advancements in product offerings.
- Established trust-based relationships with clients by maintaining open lines of communication throughout the entire sales process from initial contact to post-sale followup.
- Maximized cross-selling opportunities by conducting thorough client needs assessments during annual policy reviews.
- Followed up promptly with interested clients to close sales.
Owner
PDQ Cleaning Services
01.2004 - 04.2022
- Managed day-to-day business operations, including cash handling, cleaning, and business development.
- Complete daily client appointments and work orders with zero tolerance for tardiness.
- Directly managed employees by supervising on-the-job tasks.
- Planned and executed daily routes and jobs for self and employees.
- Maintained up-to-date administrative records to monitor financial position and workload.
- Consulted with customers to assess needs and propose optimal house keeping solutions.
- Planned daily/monthly/yearly budgets including purchasing and bi-weekly payroll.
- Created, enforced, and optimized job completion standards to meet and exceeds customer demands.
- Developed business to over 30 clients, meeting financial, service, and satisfaction goals.
- Maintained effective Social Media platform and personal communication schedules.
- Communicated to clients through various platforms including email, text, phone, and social media.
- Daily usage of Microsoft Office Suite.
- Designed and published all advertising, marketing, and sales collateral.
Education
General Office Clerk/Receptionist -
Dickinson Business School
San Antonio, TX1986
High School Diploma -
John Marshall High School
San Antonio, TX05.1983
Skills
- Verbal and written communication
- Marketing
- Business administration
- Client Service
- Cross-functional communication
- Microsoft Office
- Office administration
- Data Entry
- Administrative support
- Customer and client relations
- Workflow planning
- Customer relations and communications
- Team Leadership
- Patient confidentiality
- Client Relationship Building
- Email Communication
- Organization
- Follow-up skills
- Cold-calling
- Industry Regulations
- Prospecting clients
- Customer Retention
- Account Retention
- Contract review and analysis
- Customer Needs Assessment
- New Business Development
- Product Knowledge
- Rapport Building
- Customer Service
- Licensed Insurance Agent
- Reliability
- Policy Renewals
- Billing Inquiries
- Multitasking Abilities
- Goal Setting
- Self Motivation
- Time management abilities
- Call Center Customer Service
- Property insurance
- Active Listening
- Auto insurance
- Customer follow-up
- Multitasking
- Dependable and Responsible
- Calm Under Pressure
- Organizational Skills
Timeline
Licensed Insurance Sales Professional
USAA
04.2022 - 04.2024
Owner
PDQ Cleaning Services
01.2004 - 04.2022
General Office Clerk/Receptionist -
Dickinson Business School
High School Diploma -
John Marshall High School
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