Krissy Dykes
Independent Insurance Broker/ Agent
Delray Beach,FL
Summary
Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills.
Overview
22
22
years of professional experience
4
4
years of post-secondary education
Work History
Independent Insurance Broker
Elite Medicare Advisors
Boca Raton, FL
07.2022 - 05.2023
- Sold health, life, and various ancillary insurance products to individuals using consultative selling techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Conducted research and identified market trends to develop better strategies for sales.
Independent Insurance Agent/Broker, American Senior Benefits
Boca Raton, FL
12.2021 - 07.2022
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Cross-sold insurance products to existing clients to reach sales targets.
- Managed continuous enrollment processes, as well as yearly enrollment periods.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Customer Service Professional
Block Advisors
Boca Raton, FL
12.2020 - 03.2021
- Surpassed performance goals by approaching interactions with resourcefulness, organization, and customer-centric solutions.
- Responded to customer calls and emails to answer questions about products and services.
- Assisted customers by answering questions and responding to inquiries.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Operated in dynamic, high-volume environments to provide skilled assistance to more than 40 customers each day.
CSR/Teller
Union Planters Bank
Cooper City, FL
01.2001 - 01.2004
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Updated account information to maintain customer records.
- Processed customer transactions promptly, minimizing wait times.
- Placed orders for customer checks and verified starting numbers.
- Provided customer records, account statements and copies of checks.
- Turned in excess cash to maintain drawer security.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Education
BBA - Business Administration And Management
Strayer University
Washington, DC 03.2011 - 06.2015
Skills
Insurance Sales (2 years)Cold Calling (2 years)CRM Software (3 years)
Account retention
Contract review and analysis
Product knowledge
Vision and dental insurance
Life insurance
Health insurance
Quotes and sales
Client needs analysis
Policy renewals
Additional Information
- Willing to relocate: Anywhere, Authorized to work in the US for any employer
- Certifications and Licenses , 2-15 Insurance License December 2021 to Present Life Insurance License Health Insurance License December 2021 to Present
Timeline
Independent Insurance Broker
Elite Medicare Advisors
07.2022 - 05.2023
Independent Insurance Agent/Broker, American Senior Benefits
12.2021 - 07.2022
Customer Service Professional
Block Advisors
12.2020 - 03.2021
BBA - Business Administration And Management
Strayer University
03.2011 - 06.2015
CSR/Teller
Union Planters Bank
01.2001 - 01.2004