Led startup and opening of Shutter business and provided business development, creation of operational procedures and workflow planning.
Oversaw all aspects of project execution, including progress of each phase, quality of workmanship and team performance to drive on-time completion of deliverables.
Sales Producer
Allstate Insurance
Dallas, TX
01.2012 - 08.2015
Consulted with clients to identify insurance needs and provide tailored solutions.
Developed and maintained strong relationships with clients to enhance customer satisfaction.
Educated clients on policy options, coverage details, and claims processes.
Conducted thorough insurance policy reviews to ensure comprehensive coverage.
Resolved client inquiries and issues promptly to maintain service quality standards.
Set appointments to present solutions to prospective customers.
Executed cold calls, social media and other digital strategies to acquire customers.
Insurance Sales Producer
Farmers
Rockwall, Texas
06.2011 - 06.2013
Developed strong relationships with clients to understand their insurance needs.
Prepared and presented customized insurance proposals to prospective clients.
Interviewed prospective clients to obtain data about financial resources and needs.
Contacted underwriters and submitted forms to obtain binder coverage.
Sought out new clients and developed clientele by networking to find new customers.
Counseled prospects and policyholders on coverage, limits and regulations.