Katie Eavenson
Aurora,OH
Summary
Detail-oriented Insurance Sales Agent aiming to leverage 19 years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
19
19
years of professional experience
Work History
Delivery Driver
DoorDash And GrubHub
Aurora, OH
11.2021 - Current
- Completed on-time deliveries by choosing best and most efficient routes.
- Contacted customers prior to delivery to confirm and coordinate delivery times.
- Kept detailed records of completed or in-progress deliveries using hand-held devices and camera images.
- Fostered positive working relationships with regular customers.
- Operated vehicle safely in highly congested areas with no traffic violations.
- Completed rush deliveries on tight timetables to satisfy customer needs.
- Delivered packages to customer doorsteps and business offices.
- Communicated customer complaints, requests and feedback to company management for swift resolution.
- Coordinated efficient routes for optimal delivery scheduling and maximum daily performance.
- Planned optimal routes based on GPS software and knowledge of local traffic patterns.
- Maintained organized, clean and professional vehicle to protect company reputation with customers.
- Successfully avoided time delivery delays by carefully planning best routes.
- Maintained consistent on-time delivery record with 100% of orders arriving ahead of schedule.
- Minimized company liability and risks to loads by obeying traffic laws.
Associate Sales Agent
Skala Insurance Agency
Chagrin Falls, OH
10.2001 - 06.2020
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Established payment methods for clients to facilitate customer payments and issue receipts.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Quoted and calculated premium rates for policies, using rate book, Software, and calculator.
- Drove team revenue totals by bringing in top sales numbers.
- Handled outbound and inbound sales-related calls to qualify individuals interested in purchasing insurance coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Finalized sales and collected necessary deposits.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Met with customers to provide information about available products and policies.
- Collected, analyzed and validated agency commissions.
- Identified and solicited sales prospects in agency databases.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Collected premiums on or before effective date of coverage.
- Remained impartial in order to advise clients based on circumstances.
Education
Some College (No Degree) - Occupational Therapy
Mount Mary University
Milwaukee, WIHigh School Diploma -
Dodgeland High School
Juneau, WI1995
Skills
- Insurance Coverage Verification
- Policy Changes
- Service-Oriented
- Policy Feature Explanations
- Upselling and Cross-selling
- Customer Account Review
- Property and Casualty Insurance Sales
Timeline
Delivery Driver
DoorDash And GrubHub
11.2021 - Current
Associate Sales Agent
Skala Insurance Agency
10.2001 - 06.2020
Some College (No Degree) - Occupational Therapy
Mount Mary University
High School Diploma -
Dodgeland High School
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