Lindsey Ramey Slade
Lakeland
Summary
Sales leader with expertise in developing effective retention strategies and team training. Proven ability to align product offerings with client needs and market trends, driving sustained revenue growth. Licensed insurance agent with a commitment to regulatory compliance and customer service excellence.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Agency Manager
US Property Insurance agency
Tampa
04.2026 - Current
- Developed and implemented insurance policies for diverse client needs.
- Analyzed risk assessments to recommend appropriate coverage options.
- Reviewed and updated policy documents to maintain regulatory compliance.
- Collaborated with sales teams to align insurance offerings with market trends.
- Built strong client relationships, increasing customer satisfaction and retention.
- Managed departmental budget and resource allocation, ensuring alignment with operational goals.
- Performed regular analysis of loss data to identify areas requiring additional coverage.
- Collaborated with marketing team to develop promotional materials that attracted new customers seeking coverage.
Sales Associate
Insurance Helpers LLC
10.2023 - 04.2026
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
- Identified customer needs and employed suggestive selling techniques to boost sales.
- Cultivated customer relationships, resulting in increased repeat business.
- Fostered strong customer rapport, enhancing loyalty and satisfaction.
- Engaged with customers to build rapport and loyalty.
- Provided insurance education on coverage options and eligibility criteria to clients.
- Conducted pre-underwriting evaluations to assess risk and determine coverage suitability.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Obtained 220 agent license to facilitate insurance sales and services.
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.
- Analyzed customer data to reduce churn rate by providing personalized solutions that addressed individual needs.
- Implemented early warning systems to identify at-risk customers prior to cancellation, enabling proactive outreach that saved accounts.
- Collaborated with sales teams to identify at-risk clients and implement retention strategies accordingly.
- Monitored competitor activities to inform retention strategy adjustments based on current industry trends and best practices.
- Obtained state-issued 220 agent license to facilitate insurance transactions.
Sales Associate
Keith Todd's Allstate
03.2020 - 08.2020
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
- Cultivated customer relationships, driving repeat business and fostering loyalty.
- Addressed customer challenges by recommending relevant products and services, improving overall customer experience.
- Acted as customer service representative at 440 location, assisting clients with inquiries.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Provided positive first impressions to welcome existing, new, and potential customers.
Sales Associate
Huntington Financial
01.2018 - 03.2020
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Cultivated customer relationships to drive repeat business.
- Established client relationships by engaging potential customers and showcasing product benefits.
- Provided customer support by addressing inquiries and resolving issues in a timely manner.
Education
Associate of Science - Criminology
Polk State College
Lakeland, FL05-2014
Skills
- Customer relationship management
- Customer service excellence
- Revenue optimization
- Operational efficiency
- Compliance documentation
- Performance metrics
- Process improvement
- Employee training
- Staff development
- Time management
- Relationship building
- Risk assessment
- Team building
- Problem-solving skills
- Problem-solving
- Brand management
- Team building
Certification
- 220-General Agent
- 215-Life, Health, Variable annuity Agent License-Pending Exam 05/2026
Timeline
Agency Manager
US Property Insurance agency
04.2026 - Current
Sales Associate
Insurance Helpers LLC
10.2023 - 04.2026
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