Lena Atkinson
Las Vegas,NV
Summary
Driven Insurance Sales Agent with 10 plus years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
20
20
years of professional experience
Work History
Family Risk Advisor II
American Family Insurance
01.2020 - Current
- Convert leads into qualified customer engagements
- Mange a prospecting pipeline and develop a sales tracking system to maintain accurate prospect/customer information
- Exceed Sales goals
- FRA of the year for the last 3 years in a row
- All-time Top 10 Club 8 times since 2020
- Gain and demonstrate knowledge of company’s competitive advantage by comparing competitor products and services
- Develop skills to qualify and follow up sales leads
- Identify client’s needs and cultivate sales relationships
- Sell available insurance products to new customers or service existing customers
- Estimates and quotes policy premiums complying with underwriting guidelines
- Make appropriate recommendations on policy coverages and options, close sales, and follow up to ensure all documents have been received
- Provide solid customer experiences by handling most difficult personal lines cases or directing potential customer to other branch staff or resources for information
- Mentor new FRA’s through onboarding and ramp up
- Personal Insurance Reviews
- Lead training sessions with State agents and management on different topics
- Test and learn new products before launching to state agents
- Develop community contacts to enhance company visibility and maximize new business opportunities through networking and marketing
- Create new processes
Office Manager
Heather Spencer Agency- American Family Insurance
06.2014 - 12.2019
- Inside sales (cross sold the book, handled all walk in and phone in quotes)
- Life Sales
- Commercial and Brokerage Sales
- Assisted in hiring
- Managed the team
- Personal Insurance Reviews
- Trained new hires
- Assisted in setting up a Process Manual
- Assisted with Customer Service
- Handled payroll when Agent was away on leave
Customer Service Representative
Heather Spencer Agency-American Family Insurance
01.2014 - 06.2014
- Answered phone calls
- Returned Voicemails
- Billing
- Claim follow ups
- Processed changes to policies
- Handled the Agency Notification System
- Uploaded documents to specific accounts
Senior Insurance Service Specialist
California State Automobile Association
02.2009 - 02.2009
- Answered all questions from customer service representatives on the floor
- Mentored and provide direction through onsite training support
- Managed team in absence of supervisor
- Researched and resolve complex and sensitive customer service issues
- Coached staff and provide scripting suggestions
- Ensured service level is maintained by auditing telephone calls
- Handled all escalated phone calls
- Lead refresher courses and meetings
- Selected to travel to Northern California to cross train representatives
- Approximately 10 employees reported to me
- Cross sold different products
Insurance Service Specialist
California State Automobile Association
01.2005 - 08.2006
- Responded to member questions and billing inquiries
- Processed member requests
- Identified products/ service to meet member needs
- Handled a high volume of phone calls daily
- Cross-sold different products
Sales Agent
IDL Insurance
09.2004 - 10.2004
- Provided new business insurance quotes
- Issued new business policies
- Completed endorsements
- Ensured paperwork was submitted to underwriter in a timely matter
- Recommended and implemented client’s insurance coverage, premiums and method of payment
- Worked with clients to manage and reduce their risk
Sales Agent
Number 1 Insurance
01.2004 - 08.2004
- Handled a high volume of inbound calls
- Provided quotes over the phone and in office for new business policies
- Issued new policies
- Met monthly goals
- Explained coverage thoroughly
Education
Education Fullerton Community College
Skills
- Sales
- Upselling
- Cross Selling
- Qualifying leads
- Relationship Building
- Networking
- Communication
- Leadership
- Mentoring/Training
Timeline
Family Risk Advisor II
American Family Insurance
01.2020 - Current
Office Manager
Heather Spencer Agency- American Family Insurance
06.2014 - 12.2019
Customer Service Representative
Heather Spencer Agency-American Family Insurance
01.2014 - 06.2014
Senior Insurance Service Specialist
California State Automobile Association
02.2009 - 02.2009
Insurance Service Specialist
California State Automobile Association
01.2005 - 08.2006
Sales Agent
IDL Insurance
09.2004 - 10.2004
Sales Agent
Number 1 Insurance
01.2004 - 08.2004
Education Fullerton Community College
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