LISA HENDRIX
Central,SC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Insurance Sales Producer
State Farm
03.2024 - 09.2024
- Implemented successful marketing strategies to increase brand awareness and drive sales growth.
- Maximized sales opportunities by creating customized solutions tailored to client needs.
- Established rapport quickly with prospective clients using excellent communication skills.
- Managed multiple accounts simultaneously while prioritizing tasks effectively for optimal results.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
Insurance Sales Producer
Allstate Insurance
07.2017 - 03.2024
- Work with the agent to establish and meet marketing goals
- Seek out new clients by cross sell existing clients and generate lists of prospective clients from customer referrals
- Sell various types of insurance policies life, health, property, auto, recreational vehicles, watercraft, business, general liability, workers compensation
- Explain features, advantages and disadvantages of various policies
- Calculate premiums and establish payment method
- Prepare a variety of status reports, including activity, follow-up, and adherence to goals; reported on special developments, information, or feedback gathered through field activity
Insurance Sales Producer
Allstate Insurance
05.2013 - 07.2017
- Educated customers on various insurance products, empowering them to make informed decisions regarding their policies.
- Developed strong relationships with clients, ensuring trust and loyalty for long-term business engagements.
- Implemented effective cross-selling techniques, identifying opportunities to upsell additional lines of coverage or related products that would benefit clients.
- Generated quotes and proposals for clients to match individual needs.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Insurance Sales Producer
State Farm Insurance
07.2011 - 12.2012
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
- Establish client relationships and follow up with customers, as needed
- Work with the agent to establish and meet marketing goals
- Maintain a strong work ethic with a total commitment to success each and every day
- Prepare a variety of status reports, including activity, follow-up, and adherence to goals; reported on special developments, information, or feedback gathered through field activity
Life Insurance Agent
Liberty National Life Insurance Company
11.2010 - 07.2011
- Customize insurance programs to suit individual customers and worksites often covering a variety of risks
- Sell various types of insurance policies to worksites and individuals on behalf of Liberty National, including whole life, term life, group term, supplement insurance & cancer products
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person and to discuss any existing coverage
- Explain features, advantages and disadvantages of various policies
- Calculate premiums and establish payment method
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients from customer referrals
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
Insurance Agent
Southern Farm Bureau Insurance
10.2009 - 11.2010
- Maintain individual book of business, established rapport and maintained contact with contract clients and potential clients
- Sell various types of insurance policies to businesses and individuals on behalf of insurance Southern Farm Bureau, including life, health, property, auto, recreational vehicles, watercraft, business, general liability, workers comp
- Broker business through Progressive, Farmers, Foremost, Infinity, BC/BS, United Health Care and Golden Rule
- Developed and supervised the preparation, issuance, and delivery of sales materials
- Prepare paperwork to activate and maintain contract services; oversaw account services through quality checks and other follow-up; identified and resolved client concerns
- Prepare a variety of status reports, including activity, follow-up, and adherence to goals; reported on special developments, information, or feedback gathered through field activity
- Inspect & photograph all new business vehicles, motorcycles, recreational vehicles, houses, mobile homes and apartments
Education
Licensed Property & Casualty Insurance -
Jel Institute Insurance School
Greer, SC01.1997
Licensed Life & Health Insurance -
Jel Institute Insurance School
Greer, SC01.1997
Diploma -
Liberty High School
Liberty, SC01.1981
Skills
- Customer Service
- Attention to Detail
- Multitasking
- Reliability
- Billing Inquiries
- Networking skills
- Client Prospecting
Additional Information
Contact Information for Employment
State Farm - Agent Seth Crow 864-843-1234
Allstate Insurance - Agent Patricia Roach cell-864-905-3378 (retired)
Allstate Insurance -Agent Tom Medlin cell-919-333-7849 (retired)
Farm Bureau -Agent Jason Woodall wk 864-878-4447 cell 864-430-7049
References:
Wanda Wilson -864-617-1499
Charlene Medlin - 919-631-6686
Timeline
Insurance Sales Producer
State Farm
03.2024 - 09.2024
Insurance Sales Producer
Allstate Insurance
07.2017 - 03.2024
Insurance Sales Producer
Allstate Insurance
05.2013 - 07.2017
Insurance Sales Producer
State Farm Insurance
07.2011 - 12.2012
Life Insurance Agent
Liberty National Life Insurance Company
11.2010 - 07.2011
Insurance Agent
Southern Farm Bureau Insurance
10.2009 - 11.2010
Licensed Life & Health Insurance -
Jel Institute Insurance School
Diploma -
Liberty High School
Licensed Property & Casualty Insurance -
Jel Institute Insurance School
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