Dynamic sales associate with a proven track record at The Sarah Schwieterman Agency Inc, excelling in client relationship building and CRM software proficiency. Recognized for enhancing client retention through effective follow-ups and policy reviews, while demonstrating strong problem-solving skills and teamwork in fast-paced environments.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sales Associate
The Sarah Schwieterman Agency Inc
104 N Main St Lakin Ks 67860
06.2023 - Current
Developed strong client relationships to ensure ongoing satisfaction and retention.
Utilized CRM systems to track leads, manage follow-ups, and maintain accurate records of client interactions.
Collaborated with underwriting teams to facilitate timely policy approvals and resolve discrepancies effectively.
Coordinated claim processing between clients and insurance carriers, working diligently to ensure prompt resolution of disputes or concerns.
Enhanced client retention with consistent follow-ups and timely policy reviews.
Managed time efficiently by prioritizing tasks effectively resulting in enhanced productivity levels.
Assisted in developing and implementing marketing campaigns boosting brand awareness and increasing market share.
Actively participated in continuing education opportunities staying up-to-date on industry trends regulations.
Collaborated with underwriters to negotiate favorable policy terms for clients based on their individual needs and risk profiles.
Maintained detailed records of all interactions with prospects and clients using CRM software, ensuring accurate reporting of sales activities.
Established partnerships with local businesses promoting cross-referrals that contributed towards business growth.
Waitress
Shortys II
Lakin, KS
07.2021 - 03.2026
Provided exceptional customer service in fast-paced dining environment.
Managed order processing and accuracy for multiple tables simultaneously.
Trained new staff on restaurant procedures and customer interaction techniques.
Collaborated with kitchen staff to ensure timely food delivery and quality standards.