Kristina Shults
Tulsa,OK
Summary
Experienced Insurance Agent looking to further my career to fund my families fantastically fun lifestyle! I am in need of a positive environment and happy people to grow with.
Overview
5
5
years of professional experience
Work History
Insurance Agent
Aegis Insurance & Financial Services
10.2020 - 08.2023
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Utilized CRM software to manage client relationships.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Created detailed reports for management to track performance and sales.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Generated leads through cold-calling, networking and other outreach methods.
- Conducted annual reviews of existing policies to update information.
- Analyzed risk factors to recommend appropriate coverage levels.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Monitored customer feedback and identified areas of improvement.
- Evaluated competitors' products and services to gain competitive advantage.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Identified and solicited sales prospects in agency databases.
- Designed presentations and marketing materials to promote insurance products.
- Developed and implemented promotional strategies to increase customer base.
- Conducted research and identified market trends to develop better strategies for sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Generated quotes and proposals for clients to match individual needs.
Marketing Representitive
Million Dollar Sounds
06.2018 - 07.2020
- Identified appropriate marketing channels and target customers for campaigns.
- Developed campaigns and specific marketing strategies for clients.
- Wrote engaging and successful marketing, advertising, and website copy.
- Conducted research to analyze customers' behavior, preferences and purchasing habits.
- Completed in-depth reviews of market conditions and customer preferences.
- Delivered prepared sales pitch from script and persuaded potential customer to purchase product or service.
- Originated and cultivated strong relationships with prospective clients by strategizing aggressive outbound calling campaigns.
- Sourced and pre-qualified leads and identified new business opportunities by dialing 100 daily outbound calls to build partnerships and achieve sales quota.
- Called prospective customers in designated market area to qualify leads.
- Completed daily cold calling and outreach to build sales pipeline.
- Built relationships with customers using strong persuasion and active listening skills.
- Displayed excellent sales skills and understanding of how to leverage abilities to exceed quotas.
- Followed up with customers to solicit further sales.
- Answered calls, took messages, and transferred calls to correct individuals.
- Answered questions about company offerings with knowledgeable responses about products and services.
Education
High School Diploma -
Empire High School
Duncan, OK05.2003
Skills
- Insurance Coverage Review
- Promotions and Marketing Strategies
- Operational Efficiency
- Business Planning
- Asset Protection Expertise
- Client Needs Analysis
- Quote Information
- Customer Follow-Up
- Partnership Cultivation
- Revenue Generation
- Quotes and Sales
- Email Marketing
- Consultative Selling Techniques
- Lender Relationships
- Client Account Management
- Persuasive Negotiations
- Referral Pipeline Maintenance
- Marketing Management
- Prospective Client Identification
- Consultative Sales Approach
- Insurance Program Management
- Insurance Product Promotion
- Property and Casualty Insurance Sales
- New Client Acquisition
- Licensing Requirements
- Marketing Strategy Development
Additional Information
I completed a one year course thru Jumpstart Go, The Closers Clique. This is specifically for insurance social media marketing. I feel like this knowledge would be used in any field that requires marketing for new business.
Timeline
Insurance Agent
Aegis Insurance & Financial Services
10.2020 - 08.2023
Marketing Representitive
Million Dollar Sounds
06.2018 - 07.2020
High School Diploma -
Empire High School
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