Lisa Green

• Maintained high standards of customer service by building relationships with clients.
• Responded to customer calls swiftly to resolve issues and answer questions.

Determined client needs and insurance situations by listening and scheduling fact-finding appointments.

• Approached potential clients by using direct marketing mailings and phone contacts.
• Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
• Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
• Built relationships with clients using active listening and issue resolution to provide excellent service.
• Obtained underwriting approval by completing application for coverage.
• Upsold additional products and services after identifying customer needs and requirements.
• Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
• Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales Number%.
• Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
• Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
• Met with customers to provide information about available products and policies.
• Finalized sales and collected necessary deposits.
• Calculated premiums and established payment methods for sales.
• Conducted annual reviews of existing policies to update information.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Collected premiums on or before effective date of coverage.
• Collected, analyzed and validated agency commissions.
• Remained impartial in order to advise clients based on circumstances.
• Met and exceeded revenue goals by Number% through generating new leads and identifying new clients.
• Created sources for continuous client referrals within community and with businesses using extensive networking skills.