Hi, I’m
Margaret Ann Xanthos-Sargent
Insurance Sales Agent
East Elmhurst,NY
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Summary
Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.
Overview
19
years of professional experience
Work History
State Farm
Insurance Sales Agent
10.2019 - 05.2023
Job overview
- Assisted clients in selecting appropriate coverage options for their needs
- Developed a customer service strategy to ensure the highest level of satisfaction
- Generated leads through cold calling, networking, referrals, and other marketing initiatives
- Provided advice on financial planning and insurance policies
- Processed applications and paperwork related to policy issuance or renewal
- Maintained accurate records of client information in CRM software system
- Resolved customer inquiries and complaints in a timely manner
- Prepared presentations outlining product features, benefits, pricing plans
- Built relationships with existing clients by providing exceptional service
- Advised clients on coverage amounts needed based on individual circumstances
- Identified cross-selling opportunities among existing customers
- Upsold products to policyholders and potential new clients
- Exceeded assigned sales and retention targets each quarter by upselling insurance products
- Exceeded company sales goals for new policies.
The Young Women's Leadership School Astoria
Parent Coordinator
09.2016 - 10.2019
Job overview
- Developed and implemented parent involvement programs
- Organized and coordinated parent-teacher conferences
- Provided information to parents about school policies and procedures
- Conducted workshops for parents on topics such as learning strategies, discipline and communication
- Developed resources to help parents support their children's academic success
- Facilitated meetings with teachers, administrators, counselors, social workers and other professionals to discuss student issues
- Assisted in developing family engagement initiatives that promote student achievement
- Participated in district-wide committees focused on increasing parental involvement
- Coordinated volunteer opportunities for parents within the school environment
- Worked closely with the principal to ensure successful implementation of parent outreach activities
- Encouraged open dialogue between staff members, students, families and community organizations.
- Assisted families in navigating the social services system, including applying for benefits, accessing resources and connecting with other family support services
State Farm
Insurance Sales Agent
11.2013 - 06.2016
Job overview
- Generated leads through cold calling, networking, referrals, and other marketing initiatives
- Resolved customer inquiries and complaints in a timely manner
- Identified cross-selling opportunities among existing customers
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders
- Upsold products to policyholders and potential new clients
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage
- Exceeded assigned sales and retention targets each quarter by upselling insurance products
- Sought out new clients and developed clientele by networking to find new customers.
Stars and Stripes
Real Estate Agent
02.2004 - 11.2012
Job overview
- Advised clients on market conditions, prices, mortgages, legal requirements and related matters
- Developed networks with appraisers, lenders, and home inspectors to facilitate real estate transactions
- Assisted in the preparation of documents such as representation contracts, purchase agreements, closing statements, deeds and leases
- Generated leads through networking activities such as cold calls and referrals from past clients
- Coordinated appointments to show homes to prospective buyers
- Organized promotional materials used in sales presentations
- Responded promptly to client inquiries via phone or email
- Participated in community outreach programs to promote services offered by the company
- Managed real estate transactions from initiation to closing
- Showed residential properties and explained features, value and benefits of available homes
- Served as local real estate expert, advising customers on market dynamics and home prices.
Education
Long Island City High SchoolLong Island City, NY
High School Diploma
06.1991
Skills
- Insurance Sales Strategy
- Customer Retention
- New Business Development
- Client Account Management
- Client Retention
- Consultative Sales Techniques
- Sales Quota Achievement
- Customer Service
- Product Knowledge
- Policy Adjustment Knowledge
- Account Retention
- Team Goals
- Production Goals
- Life Insurance Sales
- Cross-Promote Products
Accomplishments
- Licensed P&C and Life and Health -{2013}
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Insurance Sales Agent
State Farm
10.2019 - 05.2023
Parent Coordinator
The Young Women's Leadership School Astoria
09.2016 - 10.2019
Insurance Sales Agent
State Farm
11.2013 - 06.2016
Real Estate Agent
Stars and Stripes
02.2004 - 11.2012
Long Island City High School
High School Diploma