Performance-driven Associate with stellar record of accomplishment in connecting with customers and driving remarkable sales. Proactive, well-organized sales leader successful at meeting and exceeding targets with strategic approaches. Skilled lead generator, product demonstrator and problem-solver.
Overview
6
6
years of professional experience
Work History
Sales and Service Representative
Catherine Grady's Allstate Insurance
Fort Lauderdale, FL
06.2023 - 01.2024
Identified potential sales opportunities by cross-selling and upselling additional products or services.
Attended team meetings to discuss strategies for meeting sales goals and objectives.
Performed administrative tasks such as filing paperwork and updating records in databases.
Prepared detailed quotes for prospective customers.
Responded to customer inquiries, complaints, and requests in a timely manner. Resolving each promptly and professionally.
Maintained up-to-date knowledge of company products, services, policies, procedures, and pricing information.
Provided customer service and sales support to customers over the phone.
Account Manager
Prestige Trucking Insurance
Tamarac, FL
12.2022 - 06.2023
Developed and maintained relationships with key accounts to ensure customer satisfaction.
Managed multiple accounts simultaneously while meeting deadlines.
Drafted proposals outlining services, costs, and benefits for prospective customers.
Maintained accurate records of all customer interactions in the CRM system.
Maintained accurate records of all transactions related to insurance policies.
Reviewed insurance policies to ensure compliance with existing regulations.
Conducted periodic audits of policy documents to ensure accuracy of information maintained.
Insurance Sales Agent
Rainbow Insurance Agency
Margate, FL
07.2018 - 03.2020
Generated leads through cold calling, networking, referrals, and other marketing initiatives.
Advised clients on coverage amounts needed based on individual circumstances.
Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Explained coverage options to potential policyholders, answering questions or concerns.
Developed appropriate quotes based on risk information.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Counseled prospects and policyholders on coverage, limits and regulations.
Education
High School Diploma -
Coral Glades High School
Coral Springs, FL
Some College (No Degree) - Computer And Information Sciences
Florida Atlantic University
Boca Raton, FL
Skills
Goal-Oriented
Customer Retention
Account Management
Customer Service
Upselling and Cross Selling
Timeline
Sales and Service Representative
Catherine Grady's Allstate Insurance
06.2023 - 01.2024
Account Manager
Prestige Trucking Insurance
12.2022 - 06.2023
Insurance Sales Agent
Rainbow Insurance Agency
07.2018 - 03.2020
High School Diploma -
Coral Glades High School
Some College (No Degree) - Computer And Information Sciences
Florida Atlantic University
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