Results-oriented Insurance Sales Agent skilled in building client relationships and communicating complex information clearly. Strong negotiation capabilities drive deal closures and client base growth. Surpassed sales targets while enhancing customer satisfaction through tailored service solutions.
Overview
16
16
years of professional experience
3
3
Certifications
Work History
Insurance Sales Agent
The Auto Club Group
02.2020 - Current
Captive agent selling personal lines policies for auto, home, umbrella, and boat, and sold memberships.
Developed personalized insurance solutions for clients' unique needs, while providing outstanding customer service.
Lead by example by participating in Change Champions from the inception of Salesforce and during its enhancement period.
Insurance Sales Agent
Select Quote Auto & Home
03.2019 - 01.2020
Worked remotely from home selling personal lines policies (Auto/Home/Umbrella/Watercraft) to a wide variety of internet lead clientele via live transfers.
Averaged 6 quotes a day with an average bound daily premium of $2500+, worked on averaged 50-55 hours a week including two Saturdays a month.
Actively recruited in my spare time 4 hired successful insurance sales agents, all former Auto Club of Southern California agents.
Insurance Sales Agent
Auto Club Southern California
09.2012 - 03.2019
Specialized as captive agent in personal lines policies for auto, home, boat, umbrella, and facilitated sales of memberships for Auto Club.
Achieved accuracy level of 95%+ in QA audits of auto policies throughout tenure.
Vault Coordinator
Toy Box Entertainment
09.2010 - 06.2012
Managed all incoming and outgoing media, relayed communication of elements received, organized and maintained accurate records in the vault, supervised production assistants for daily courier runs, entered data for billing, and completed purchase orders.
2nd Assistant Director
Disney Online/Toy Box Entertainment
08.2011 - 09.2011
Collaborated with 1st Assistant Director to create and distribute call sheet, processed I-9s, W-2s, and timesheets for cast, submitted daily production reports, and provided talent arrival estimates to 1st Assistant Director.
Education
Bachelors - Communication: Media Production
Florida State University
Tallahassee, FL
05.2010
Bachelors - Theatre
Florida State University
Tallahassee, FL
05.2010
High School Diploma -
Lely High School
Naples, FL
05.2004
Disney/MGM Studios - Filmmaking Workshop
New York Film Academy
Orlando, FL
Skills
Attention to detail
Customer relationship management
Salesforce utilization
Multitasking
Strong negotiation
Quoting accuracy
Certification
Personal Lines Agent (2044), 02/13/20, FL Dept of Financial Services
Awards Recognition
Auto Club Group, Premier Performer 2022, Premier Performer 2023, Premier Performer 2024, Agent Apex 2025
Auto Club of Southern California, Be Legendary Award in Accuracy – 100% Accuracy in 1st Quarter of 2018, Be Legendary Award in Outstanding Customer Service from AAA CEO John Boyle, All Insurance Lines Award for March 2018, All Insurance Lines Award for July 2018, All Insurance Lines Award for January 2017, All Insurance Lines Award for July 2017, Agent of the Month February 2015 [Simi Valley], Legendary Award November 2015 for selling 30+ auto & 18+ home policies, Legendary Award October 2015 for selling 30+ auto & 18+ home policies
Qualifications Summary
Personality driven sales approach with an aptitude for working with people and providing exceptional customer service
Highly organized work ethic and ability to multi-task administrative tasks under high stress in a fast-paced work environment
Proficient in PC & MAC, fast with computers & phones. Well versed in Microsoft Excel, Word, Outlook and Powerpoint