Summary
Overview
Work History
Education
Skills
Certification
Languages
Hobbies
Affiliations
Accomplishments
AdministrativeAssistant
Lisa Diane Mims

Lisa Diane Mims

Insurance Agent
Midlothian,VA

Summary

Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.

Overview

35
35
years of professional experience
7
7

Years as Licensed Life/Health Agent, Virginia

7
7

Years AHIP Certification - 2019 to 2025

7
7

Nonresident Licenses: NV, DC, GA, IL, MD, OH, SC

Work History

PR Marketing Specialist, State of Virginia

American Income Life Insurance Company
Midlothian, VA
04.2024 - Current
  • Developed and implemented comprehensive marketing strategies to increase brand awareness and customer acquisition.
  • Coordinated with sales and operational teams to verify alignment of marketing initiatives with company goals.
  • Responded to customer inquiries promptly and professionally to increase customer satisfaction.
  • Acquired 216 groups, developed, and frequently serviced over 137 new accounts.
  • Attended industry events and trade shows to promote brand and build relationships with potential customers.
  • Tailored messaging to resonate with diverse audience segments, elevating brand relevance and appeal.
  • Provided exceptional customer service at promotional events, fostering positive relationships with potential clients and partners.

Insurance Sales Representative,

Springer Insurance
Midlothian, VA
10.2021 - Current
  • Reviewed customer needs and financial means to determine appropriate policy offerings.
  • Maintained detailed records of customer information and policy sales.
  • Sold life, Medicare, and other various insurance products to individuals within assigned territory using consultative selling techniques.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Developed sales strategies to increase sales of insurance policies.
  • Developed strong referral network in community to raise awareness and increase sales opportunities.
  • Followed up promptly with interested clients to close sales.
  • Negotiated contracts with clients to establish best coverage with lowest cost.
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Attended industry conferences to stay informed of latest products and trends.
  • Registered customer information on database to enable tracking history and maintain accurate records.
  • Connected with prospective clients to set appointments.
  • Generated sales by recommending policies and add-ons.

Insurance Sales Producer

American Income Life - Andre McCallum Agency
North Chesterfield, VA
10.2020 - 10.2021
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Sold life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Generated quotes and proposals for clients to match individual needs.
  • Developed sales strategies to increase sales of insurance policies.
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Negotiated contracts with clients to establish best coverage with lowest cost.
  • Developed strong referral network in community to raise awareness and increase sales opportunities.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Followed up promptly with interested clients to close sales.
  • Conducted annual reviews of existing policies to update information.
  • Finalized sales and collected necessary deposits.
  • Analyzed customer needs to provide customized insurance solutions.
  • Developed comprehensive marketing plans to promote insurance products to potential clients.
  • Registered customer information on database to enable tracking history and maintain accurate records.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Calculated premiums and established payment methods for sales.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Educated clients on insurance policies and procedures.
  • Collected premiums on or before effective date of coverage.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Monitored customer feedback and identified areas of improvement.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Insurance Advisor

Bankers Life & Casualty Insurance
Richmond , VA
07.2018 - 12.2020
  • Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
  • Evaluated individual customer needs and financial situations to propose individualized policy recommendations.
  • Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
  • Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
  • Calculated premiums and established payment methods.
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Maintained high standards of customer service by building relationships with clients.
  • Obtained underwriting approval by completing application for coverage.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Utilized CRM software to manage client relationships.
  • Investigated and processed claims swiftly to keep customers satisfied.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Developed and implemented marketing strategies to boost sales and increase customer base.
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.

Order Fulfillment Associate

Amazon
Chester, VA
08.2015 - 07.2018
  • Collaborated effectively with coworkers on initiatives focused on achieving measurable improvements in production quality and workflow.
  • Reduced fulfillment errors by using RF scanners to quickly pick items to proper bins.
  • Followed procedures at all times for personal and team safety.
  • Processed daily orders through multi-carrier manifest system.
  • Followed SOPs to avoid mix-ups and damages to orders.
  • Received and reviewed new orders, located requested merchandise, and promptly initiated processing.
  • Followed procedures for control and distribution of completed products in line with shipment plans.

Unemployed

Unemployed In Virginia
Midlothian, VA
11.2014 - 02.2015

Relocated from CA

I was not able to work until I purchased a vehicle in February 2015.

Law Enforcement Technician

Los Angeles County Sheriff Department
Industry , CA
10.1990 - 11.2014
  • Completed appropriate forms and radio announcements for police department needs such as BOLO requests.
  • Assisted callers in emergency situations with appropriate information and support.
  • Reduced risks and emergency response issues by observing public safety field units.
  • Received public emergency and non-emergency calls and supervised response prioritization in order to effectively dispatch official units such as police, fire, and EMS while tracking data in real-time environments.
  • Communicated pre-arrival instructions to emergency medical personnel, helping first responders deliver appropriate care and support to individuals.
  • Operated emergency response systems to update and retrieve up-to-date information for first responders.
  • Routed calls to police, fire, and ambulance service to meet individual call needs.
  • Relayed latest information to first responders via electronic means, telephone calls, and radio responses.
  • Automated document flow by ensuring logbooks and fire, accident, and emergency reports were maintained with 100% accuracy.
  • Applied interpersonal skills in neutralizing hostile and emotionally charged situations.
  • Developed and maintained courteous and effective working relationships.
  • Proven ability to learn quickly and adapt to new situations.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Learned and adapted quickly to new technology and software applications.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to develop and implement creative solutions to complex problems.
  • Applied effective time management techniques to meet tight deadlines.

Education

No Degree - General Studies

Cal State University
Long Beach, CA

High School Diploma -

Pioneer High School
Whittier, CA
06.1984

Skills

  • Account Management
  • Policy Expertise
  • Payment Method
  • Contract Review and Analysis
  • Customer Service and Assistance
  • Product Knowledge
  • Professional Relationships
  • Client Rapport-Building
  • Client Correspondence
  • CRM Tracking
  • Customer Referrals
  • Insurance Sales
  • Licensing Requirements
  • Continuous Education
  • Excellent Communication Talents

Certification

  • Licensed Non-resident Producer
  • Nevada No: 4078347 01/31/2028
  • District of Columbia No: 3003261538 06/30/2026
  • Georgia No: 3802351 06/30/2027
  • Illinois NPN: 18841853 06/30/2027
  • Maryland No: 3003590108 06/30/2027
  • Ohio No: 1654407 06/30/2027
  • South Carolina NPN: 18841853 06/30/2028
  • Licensed Insurance Producer, Life & Annuities, Health
  • State of Virginia 07/09/2018 - 06/30/2026
  • License No: 1081886
  • National Producer Number: 18841853
  • Medicare + Fraud, Waste, and Abuse Training
  • AHIP Certification, Years 2019 - 2025

Languages

Spanish
Limited Working

Hobbies

Enjoy bowling, crocheting, cross stitch, new to diamond painting, attending jazz concerts with my husband, spending time with family and friends.

Affiliations

  • OPEIU 277 member
  • Delegate, Eastern Virginia Labor Counsel

Accomplishments

  • Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
  • Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
  • Documented and resolved client complaint which led to Group retention with 8,000 members.
  • Generated over 22,200 leads from renewing 7 lapsed groups with over 12,600 members, and enrolling 43 new groups, generating over 9600 leads
Lisa Diane MimsInsurance Agent