Marion Harding
Hope,AR
Summary
Dynamic insurance sales manager with a proven track record in team leadership and sales strategy development. Skilled in effective communication, problem solving, and regulatory compliance, driving growth through enhanced client relationships and comprehensive insurance solutions.
Overview
10
10
years of professional experience
2004
2004
years of post-secondary education
1
1
Certification
Work History
Insurance Agent
DHinsurancegroup
Boca Raton, Florida
06.2025 - Current
- Conducted market research to identify potential clients and insurance trends.
- Assisted clients with claims processing to ensure timely resolution of issues.
- Evaluated customer feedback to improve service delivery and client satisfaction.
- Supported training and development initiatives for new insurance agents.
- Performed risk assessments to determine appropriate coverage options for clients.
- Ensured compliance with regulatory standards in all insurance transactions.
- Resolved customer inquiries regarding policy details and coverage options.
- Developed and maintained detailed records of client interactions and transactions.
- Monitored industry changes to adapt services and maintain competitive advantage.
- Prepared customized insurance proposals to meet diverse client needs.
- Conducted presentations to educate clients on insurance products and benefits.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Maintained accurate records of all insurance transactions using computer software systems.
Insurance Sales Manager
Direct Auto Insurance
Hope, AR
11.2020 - 06.2022
- Developed and implemented sales strategies to enhance client acquisition and retention.
- Trained and coached team members to improve sales performance and customer interactions.
- Monitored market trends to identify potential growth opportunities and competitive advantages.
- Conducted regular performance reviews to ensure team alignment with sales targets.
- Established strong client relationships through effective communication and personalized service.
- Implemented reporting systems to track sales metrics and forecast future performance.
- Reviewed and ensured compliance with insurance policies and regulations.
- Encouraged a culture of teamwork and accountability among sales staff.
- Assisted in resolving complex client issues to maintain high satisfaction levels.
- Evaluated sales processes to identify areas for improvement and increase efficiency.
- Analyzed customer feedback to enhance service delivery and product offerings.
- Designed training materials to support ongoing professional development for sales staff.
- Developed comprehensive financial plans for clients based on their individual needs and goals.
- Resolved customer complaints in a timely manner while adhering to company policies.
- Serviced existing insurance clients by soliciting additional policy renewals.
- Collaborated with renewal and servicing teams to deliver consistent, personalized sales and customer service to clients.
- Led, coached and developed employees to achieve sales goals.
- Managed on-site insurance personnel, training staff in procedures, workflows, carrier underwriting guidelines and sales goals.
- Retained talented staff through effective training, delivering quality feedback that helped team members achieve goals.
- Coordinated complex decision-making, overcoming objections to close new business.
- Determined marketing goals for local companies and pitched advertising campaigns to help reach objectives.
- Analyzed local markets and new areas to identify opportunities for growth.
- Fostered professional networking relationships with professionals, mortgage, and title company staff and insurance carrier personnel to maximize sales opportunities.
- Conducted risk assessments and identified appropriate risk control measurements to utilize in circumstances.
- Created detailed monthly reports on the performance of agents and provided feedback for improvement.
- Utilized data analytics tools to track key metrics such as conversion rates, average sale values.
- Led weekly meetings with agents to discuss current objectives and achievements.
- Conducted regular meetings with staff members to discuss progress towards goals and objectives.
- Evaluated agent performance, identified areas of improvement, and implemented corrective action plans when necessary.
Browns Trucking company
Dispatching
Hope
02.2019 - 09.2021
- Coordinated logistics for timely delivery of goods, ensuring compliance with safety regulations.
- Managed driver schedules and routes to optimize efficiency and reduce delays.
- Facilitated clear communication between drivers and customers to enhance service quality.
- Ensured adherence to regulatory reporting standards, maintaining compliance across operations.
- Utilized route optimization software to improve delivery times and reduce fuel costs.
- Monitored fleet performance metrics, identifying areas for improvement and implementing solutions.
- Collaborated with management to develop strategies for enhancing customer satisfaction.
- Responded to driver inquiries and issues promptly, fostering a supportive work environment.
- Assisted in the implementation of safety training programs, promoting a culture of safety.
- Evaluated vendor performance, negotiating contracts to secure favorable terms for the company.
- Maintained accurate records of shipments and deliveries, ensuring data integrity for reporting.
- Developed and maintained relationships with key clients to support business growth.
- Ensured compliance with safety regulations and industry standards.
- Managed driver communications regarding scheduling and route changes.
Insurance Agent
Kemper Insurance
Texarkana, Texas
12.2015 - 07.2018
- Conducted market research to identify potential clients and insurance trends.
- Assisted clients with claims processing to ensure timely resolution of issues.
- Evaluated customer feedback to improve service delivery and client satisfaction.
- Managed client relationships to foster trust and long-term business connections.
- Supported training and development initiatives for new insurance agents.
- Performed risk assessments to determine appropriate coverage options for clients.
- Facilitated policy sales and renewals to enhance the agency's revenue streams.
- Ensured compliance with regulatory standards in all insurance transactions.
- Collaborated with team members to streamline workflow and improve efficiency.
- Resolved customer inquiries regarding policy details and coverage options.
- Developed and maintained detailed records of client interactions and transactions.
- Monitored industry changes to adapt services and maintain competitive advantage.
- Prepared customized insurance proposals to meet diverse client needs.
- Reviewed policy documents for accuracy and completeness before issuance.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Processed payments received from clients promptly according to established procedures.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Monitored market conditions to ensure that existing policies remain competitively priced.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
Education
Hope High School
Hope, ARSkills
- Market research
- Claims processing
- Risk assessment
- Policy analysis
- Team leadership
- Performance monitoring
- Sales strategy development
- Regulatory compliance
- Problem solving
- Effective communication
- Time management
- Customer service
Certification
- Health & Accidental license
Timeline
Insurance Agent
DHinsurancegroup
06.2025 - Current
Insurance Sales Manager
Direct Auto Insurance
11.2020 - 06.2022
Browns Trucking company
Dispatching
02.2019 - 09.2021
Insurance Agent
Kemper Insurance
12.2015 - 07.2018
Hope High School