Experienced with lead generation, customer relationship management, and sales prospecting. Utilizes industry knowledge to build strong client relationships and close deals efficiently. Track record of using consultative selling approaches to meet customer needs and exceed sales targets.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Inside Sales Agent
The Hartford Insurance
Hickory, NC
01.2024 - Current
Provide tailored personal lines insurance solutions for clients age 50+ through a consultative, customer-focused approach. Manage a high volume of inbound sales calls while identifying coverage needs, recommending customized policy solutions, and converting new business opportunities. Build client trust through active listening, product knowledge, and delivering personalized protection strategies that provide long-term value and peace of mind.
Account Manager
Sun Insurance Services, Inc.
Orlando, FL
01.2018 - 01.2024
Managed client relationships with a strong focus on retention, customer experience, and account growth within a fast-paced independent insurance agency environment. Oversaw the full client lifecycle from onboarding through policy servicing and renewal, with an emphasis on cross-selling additional lines of business and generating client referrals. Worked daily with clients, insurance carriers, underwriters, and internal support teams to resolve issues, coordinate policy changes, and deliver responsive, high-quality service.
Insurance Agent
Brightway Insurance-The Ourso Agency
College Park, FL
01.2015 - 01.2017
Helped launch and grow a new Brightway agency under a nationally recognized insurance brand. Managed the full client lifecycle including sales generation, policy fulfillment, customer relationship management, and retention strategies. Worked closely with carriers and underwriting teams while overseeing agency compliance standards and daily operational support. Focused on developing long-term client relationships, increasing cross-selling opportunities, and driving agency growth from the ground up.
Insurance Agent
Banc of America Insurance Services, Inc.
Lake Mary, FL
01.2012 - 2015
Specialized in facilitating homeowners insurance solutions for mortgage customers prior to closing, ensuring policies met lender requirements and closing timelines. Built strong relationships with bank clients through a consultative and service-focused approach while coordinating with mortgage loan officers, underwriters, and insurance carriers to deliver seamless transactions. Consistently met or exceeded sales and retention goals through responsive client support, coverage education, and personalized insurance recommendations.
Assistant Production Manager
Digital Printing Solutions
Orlando, FL
01.2010 - 01.2012
Responsible for many aspects of business operations including project management from inception to completion, working with new and potential customers, sales development, quotes, and service. Consistently motivating and training all employees. Duties also included maintenance of all machinery.
Senior Sales Agent
American International Group
Lake Mary, FL
01.2004 - 01.2010
Recognized as a top-performing sales producer with a consistent record of achieving strong production results and delivering exceptional client service. Played an active role in training and mentoring team members to support successful sales integration and operational consistency. Known for strong communication skills, relationship building, and maintaining a team-oriented, performance-driven mindset.
Skills
Licensed for Casualty and Property Insurance Nationally
Personal Lines Insurance
Commercial Lines Insurance
Coverage Expert
High Performance Sales
Customer Relationships
Team Player and Team Leadership
Business Management
Sales Monitoring and Performance
Call Center Experience
Best practices to ensure effective customer relationships and profitability
Strategic Planning
Accomplishments
Consultative sales
Relationship management
Retention/growth
Agency operations
Carrier coordination
New business development
High-volume client interaction
Certification
Current Property and Casualty Insurance License NC Resident
Current Property and Casualty Insurance License Nationally Non-Resident