Summary
Overview
Work History
Education
Skills
Timeline
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Lindsey Ramey

Lakeland,FL

Summary

Dynamic sales professional with a proven track record at Insurance Helpers LLC, adept in relationship building and exceptional customer service. Skilled in customer retention and sales, achieving consistent monthly targets through effective problem-solving and teamwork. Holds a 220 Agent License, demonstrating expertise in insurance products and pre-underwriting evaluation.

Overview

7
7
years of professional experience

Work History

Sales Associate

Insurance Helpers LLC
10.2023 - Current
  • Built relationships with customers to encourage repeat business.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Insurance Education about coverages and eligibility requirements
  • Pre-underwriting evaluation
  • Engaged with customers to build rapport and loyalty.
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.
  • Engaged with customers to effectively build rapport and lasting relationships.
  • Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
  • 220 Agent License

Retention Manager

Advantage Insurance LLC
11.2020 - 10.2023
  • Managed a dedicated team of retention specialists, consistently achieving or exceeding set targets for both individual and group performance metrics.
  • Reduced churn rate by analyzing customer data and providing personalized solutions to address individual needs.
  • Collaborated with sales teams to identify at-risk clients and implement retention strategies accordingly.
  • Implemented early warning systems to identify at-risk customers before they cancelled their services, enabling proactive outreach efforts that often resulted in saved accounts.
  • Closely monitored competitor activities to stay current on industry trends and incorporate best practices into ongoing retention strategy adjustments if needed.
  • 220 Agent License

Sales Associate

Keith Todd's Allstate
03.2020 - 08.2020
  • Built relationships with customers to encourage repeat business.
  • 440 Customer Service Rep.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Solved customer challenges by offering relevant products and services.
  • Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.

Sales Associate

Huntington Financial
01.2018 - 03.2020
  • Built relationships with customers to encourage repeat business.
  • Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
  • Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
  • 440 Customer service rep.

Education

Associate of Science - Criminology

Polk State College
Lakeland, FL
05-2014

Skills

  • Customer service
  • Teamwork and collaboration
  • Time management
  • Problem-solving skills
  • Listening skills
  • Multi-tasking strength
  • Problem-solving
  • Excellent people skills
  • Reliable and punctual
  • Goal oriented
  • Exceptional customer service
  • Relationship building

Timeline

Sales Associate

Insurance Helpers LLC
10.2023 - Current

Retention Manager

Advantage Insurance LLC
11.2020 - 10.2023

Sales Associate

Keith Todd's Allstate
03.2020 - 08.2020

Sales Associate

Huntington Financial
01.2018 - 03.2020

Associate of Science - Criminology

Polk State College
Lindsey Ramey