Summary
Overview
Work History
Education
Skills
Certification
Affiliations
References
Timeline
Generic

Linda Greer

Pensacola,FL

Summary

Proactive insurance sales professional with expertise in client assessment, tailored policy design, and customer education. Committed to enhancing client satisfaction and refining sales strategies.

Overview

13
13
years of professional experience
1
1
Certification

Work History

CMS Insurance Sales

Westmark & Associates Allstate
Pensacola, Fl
12.2012 - Current
  • Design tailored insurance plans based on comprehensive client assessments.
  • Educate clients about policy options, enhancing understanding of benefits.
  • Maintain meticulous records of client interactions and insurance policies.
  • Collaborate with team members to continually refine sales strategies.
  • Identify opportunities for cross-selling among existing customers.
  • Respond promptly to customer inquiries regarding product features and pricing.
  • Follow up with clients to assess ongoing satisfaction with services provided.
  • Advise clients on suitable coverage amounts based on individual circumstances.

Education

Bachelor of Science - Criminal Justice

Troy State University
NAS Pensacola, Fl 32508
01.2002

Skills

  • Problem solving
  • Client education
  • Attention to detail
  • Microsoft Word
  • Training and development
  • Active listening

Certification

220 License Insurance Sales

Affiliations

Volunteer for Habitat for Humanity Insurance Training in sales classes

References

References available upon request.

Timeline

CMS Insurance Sales

Westmark & Associates Allstate
12.2012 - Current

Bachelor of Science - Criminal Justice

Troy State University

Similar Profiles

  • Pintu Kumar GuptaPintu Kumar Gupta

    Product Sales Manager-CMS at AU Small Finance BankProduct Sales Manager-CMS at AU Small Finance Bank

  • Devine DunbarDevine Dunbar

    <ul><li>Educate clients on wealth-building solutions through Whole Life and IUL policies</li><li>Provide tailored insurance and retirement planning for individuals, families, and public employees</li><li>Ranked top-selling agent with over $79,000 in life insurance sales</li><li>Guide clients on tax-free income strategies, living benefits, and generational wealth transfer</li><li>Stay current on compliance, underwriting guidelines, and financial product updates</li><li>Family First Life - Dallas, Texas</li></ul> at Appreciation Financial<ul><li>Educate clients on wealth-building solutions through Whole Life and IUL policies</li><li>Provide tailored insurance and retirement planning for individuals, families, and public employees</li><li>Ranked top-selling agent with over $79,000 in life insurance sales</li><li>Guide clients on tax-free income strategies, living benefits, and generational wealth transfer</li><li>Stay current on compliance, underwriting guidelines, and financial product updates</li><li>Family First Life - Dallas, Texas</li></ul> at Appreciation Financial

  • Stephanie MartinezStephanie Martinez

    CMS Teller at Loomis ArmoredCMS Teller at Loomis Armored

  • Rebecca MarianoRebecca Mariano

    Service Rep C/CMS at National Grid Usa Service CompanyService Rep C/CMS at National Grid Usa Service Company

CREATE PROFILE
Linda Greer