Karla Willis
Chantilly,VA
Summary
Dynamic Licensed Sales Producer at Allstate Corp with a proven track record in client acquisition and risk assessment. Successfully exceeded sales goals while delivering exceptional customer service. Skilled in financial management and policy analysis, fostering strong client relationships to drive repeat business and referrals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Licensed Sales Producer
Michael Lee Financial Inc- Allstate Insurance
Annandale, VA
08.2021 - Current
- Achieved repeat business and referrals through personalized services.
- Exceeded company sales goals for new policies.
- Responded to customer inquiries and problems to promote great service.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Assessed customer risk levels and recommended appropriate coverage options.
- Sought out new clients and developed clientele by networking to find new customers.
- Implemented and maintained financial management software to streamline financial operations.
Restaurant Team Member
Lansdowne Resort
Leesburg, VA
02.2020 - 07.2021
- Displayed enthusiasm and knowledge about restaurant's menu and products.
- Navigated job responsibilities and completed regular tasks by interacting effectively with other employees.
- Developed rapport with guests and assisted in generating repeat business by providing exceptional customer service.
Education
Bachelor of Science - Hospitality Management
POLYTECHNIC UNIVERSITY OF THE PHILIPPINES
PHILIPPINES05-2019
Skills
- Customer service
- Sales strategies
- Risk assessment
- Financial management
- Policy analysis
- Client acquisition
Certification
- PROPERTY AND CASUALTY LICENSE
Languages
Tagalog/Filipino
Native/ Bilingual
Timeline
Licensed Sales Producer
Michael Lee Financial Inc- Allstate Insurance
08.2021 - Current
Restaurant Team Member
Lansdowne Resort
02.2020 - 07.2021
Bachelor of Science - Hospitality Management
POLYTECHNIC UNIVERSITY OF THE PHILIPPINES
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