LaJeanne Davis

• Provided primary customer support to internal and external customers.
• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Conducted research on insurance packages and investment options to generate client recommendations.
• Finalized sales and collected necessary deposits.
• Calculated premiums and established payment methods for sale

Approached potential clients by using direct marketing techniques, including mailings and phone contacts.

• Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Obtained underwriting approval by completing application for coverage.
• Maintained high standards of customer service by building relationships with clients.
• Exceeded corporate quotas for monthly policy sales.
• Provided coverage option information to assist clients in protecting assets.
• Approached potential clients by using direct marketing mailings and phone contacts.
• Conducted annual reviews of existing policies to update information
• Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 90%

• Created detailed sales presentations to communicate product features and market data.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Handled outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
• Collected premiums on or before effective date of coverage.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
• Performed 40 marketing calls per day to establish weekly appointments

• Compiled data and ensured accuracy prior to input
• Organized forms, made photocopies, filed records and prepared correspondence and reports
• Sorted documents and maintained and organized filing process
• Monitored database updates and verified for correctness
• Executed data verification to detect errors
• Documents completed work in appropriate logbooks
• Obtained scanned records and uploaded them into a database

• Executed record filing system to improve document organization and management.
• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Scheduled conference rooms, prepared agendas and maintained calendars to prepare for meetings and events.
• Created and updated records and files to maintain document compliance.
• Filed paperwork, sorted and delivered mail and maintained office organization.
• Delivered friendly assistance with new hires throughout interviewing and hiring process.