Kristen McNeil
Hope Mills,NC
Summary
Driven Insurance Sales Representative with 12 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
10
10
years of professional experience
Work History
Insurance Sales Agent
Transamerica Life Insurance Company
06.2013 - Current
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Developed sales strategies to increase sales of insurance policies.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Regional Leader
Primerica
12.2020 - 03.2022
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Worked with team to identify areas of improvement and devised solutions based on findings.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Promoted high standards through personal example to help each member understand expected behaviors and standards.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Held weekly team meetings to inform team members on company news and updates.
- Assisted in recruitment of new team members, hiring highest qualified to build team of top performers.
Insurance Specialist
Olde Fayetteville Insurance
08.2018 - 10.2019
- Maintained high standards of customer service by building relationships with clients.
- Processed eligibility and benefits verification and authorization requests.
- Investigated and processed claims swiftly to keep customers satisfied.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Created detailed reports for management to track performance and sales.
- Cross-sold insurance products to existing clients to reach sales targets.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Conducted annual reviews of existing policies to update information.
Education
Associate of Arts - Psychology
Fayetteville Technical Community College
Fayetteville, NC05.2018
Skills
- Team Training
- Insurance Sales
- Final Expense Insurance
- Customer Service
- Insurance Recommendation
- Agent Support
- Team Goals
Accomplishments
- Supervised team of 14 staff members.
- Top Recruiter several months in a row.
- Top Sales Leader several months in a row.
- Employee Benefits Specialist
Timeline
Regional Leader
Primerica
12.2020 - 03.2022
Insurance Specialist
Olde Fayetteville Insurance
08.2018 - 10.2019
Insurance Sales Agent
Transamerica Life Insurance Company
06.2013 - Current
Associate of Arts - Psychology
Fayetteville Technical Community College
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