Results-oriented sales agent engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Engagement Specialist
FranklinCovey
10.2022 - Current
Resolved product or service problems by clarifying customer's complaint and determining root causes.
Partnered with service team members to identify risks, resource allocation requirements and needs for project success.
Identified opportunities for account growth based on knowledge of market trends and competition.
Provided exceptional customer service to existing accounts, ensuring client satisfaction and order renewal.
Insurance Sales Agent
AAA NCNU
08.2020 - 09.2022
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- meeting or exceeding monthly and annual goals.
Provided comprehensive product knowledge and guidance to help clients with product selection.
Insurance Sales Agent
SelectQuote
08.2018 - 07.2020
Registered customer information on database to enable tracking history and maintain accurate records.
Developed sales strategies to increase sales of insurance policies.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Developed strong referral network in community to raise awareness and increase sales opportunities.
Office Manager
One Ocean Research And Diving
07.2016 - 02.2018
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Managed complex calendar scheduling with focus on proper allocation of executive availability.
Updated reports, managed accounts, and generated reports for company database.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Education
Bachelor of Arts - Communications
Colorado State University - Pueblo
Pueblo, CO
Skills
Conflict Mediation Abilities
New Business Opportunities
Billing Adjustments and Refunds
Payment Collection
Cross-Promote Products
Qualified Lead Generation
Quarterly Forecasting
Strategic Networking
Managing Operations and Efficiency
Client Correspondence
Certification
Licensed Health Producer - 2018 to present
Licensed Property and Casualty Producer - 2020 to present