Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
OfficeManager

LESLIE STITT

MCKINNEY,TX

Summary


Results-driven Insurance Sales Agent accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.

Overview

28
28
years of professional experience
1
1
Certification

Work History

High Performance Insurance Sales Agent

Careington International Corporation
10.2021 - 02.2025
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
  • Developed strong relationships with clients through consistent communication and exceptional customer service.
  • Contributed to agency success by consistently meeting or exceeding monthly sales targets by 30%
  • Boosted productivity by implementing innovative sales techniques that aligned with client preferences and values.
  • Followed up promptly with interested clients to close sales.

.

Insurance Agent, Medicare Supplement Agent

Self Employed-1099
11.2014 - 02.2020


  • Developed insurance cross-selling opportunities.
  • Handled up to 100 calls/day.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.


Insurance Agent & Contracting Representative

Puritan Financial Group, Inc
07.2005 - 11.2014
  • Handled high volume inbound and outbound calls 100/calls daily.
  • Communicated with customers and potential customers about benefits offered through the agency.
  • Worked in licensing and contracts to get agents registered with product lines.
  • Answered questions regarding Medicare Supplement plans.
  • Documented calls appropriately.
  • Cultivated professional client relationships by asking appropriate questions, identifying needs and providing insightful information regarding products.
  • Provided customers with recommendations to promote brand effectiveness.

Customer Service Representative

Gentry Group
11.1996 - 10.2005
  • Helped new customer service representatives learn best practices, communication strategies and performance standards.
  • Set up new accounts, listed personal, demographic, and payment information in the system.
  • Handled 100/daily inbound telephone calls from interested customers.
  • Proficient at computer dialing and computer software.
  • Made appointments with interested customers according to schedule availability.
  • Maintained and recorded customer information in database.
  • Gave information about available products and services including membership details and purchase advantages.
  • Assisted customers with Spanish-language inquiries in a timely and professional manner.

Education

High School Diploma -

Continental Academy High

Texas Insurance Agent Licensed

Kaplan University

Skills

  • Policy adjustment knowledge
  • Customer follow-up
  • Client account management
  • Client retention
  • General Lines License life, accident, health & Hmo
  • Qualify control
  • Customer Advocate
  • Organizational skills
  • Excellent communication skills
  • Quoting and pricing policies

Certification

  • Active License: General Lines Agent: Life, Accident, Health and HMO

Languages

English
Full Professional
Spanish
Professional Working

Timeline

High Performance Insurance Sales Agent

Careington International Corporation
10.2021 - 02.2025

Insurance Agent, Medicare Supplement Agent

Self Employed-1099
11.2014 - 02.2020

Insurance Agent & Contracting Representative

Puritan Financial Group, Inc
07.2005 - 11.2014

Customer Service Representative

Gentry Group
11.1996 - 10.2005

High School Diploma -

Continental Academy High

Texas Insurance Agent Licensed

Kaplan University
LESLIE STITT