Summary
Overview
Work History
Education
Skills
Timeline
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Lisa Yancey

Ocala,FL

Summary

Experienced, reliable insurance sales agent with over 20 years of experience in the industry. I have an excellent reputation for quoting and closing deals within a timely manner. Results-driven agent accomplished in bringing in new customers and maximizing revenue.

Overview

14
14
years of professional experience

Work History

Licensed 220 Agent/ Account Manager

Gordon Reiss Insurance
Ocala, Fl
03.2015 - Current
  • 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.
  • Conducted annual reviews of existing policies to update information.
  • Calculated premiums and established payment methods for sales.
  • Carried out day-day-day duties accurately and efficiently.

Account Manager

Bill Lovell Insurance
Ocala , FL
03.2008 - 03.2015
  • Personal lines sales and customer service
  • Built and strengthened long-lasting client relationships
  • Learned multiple underwriting guidelines with different insurance carriers to become knowledgeable in placing risks in best suitable company


Education

High School Diploma -

Vanguard High School
Ocala, FL

Skills

  • Quoting and writing new business/ Sales
  • Experience in farm, personal lines, commercial insurance
  • Servicing and managing accounts
  • Risk management, underwriting
  • Cross-selling and up-selling
  • Reviewing policies and determining best coverage for the client and discussing with client
  • Prioritizing & organizing, managing tasks in a timely manner

Timeline

Licensed 220 Agent/ Account Manager

Gordon Reiss Insurance
03.2015 - Current

Account Manager

Bill Lovell Insurance
03.2008 - 03.2015

High School Diploma -

Vanguard High School

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Lisa Yancey