MARY KELLER
Bakersville,NC
Summary
Driven and results-oriented Insurance Sales Agent with a proven track record at Independent Field Agent, achieving contract levels of 100%-125%. Expert in consultative sales techniques and customer retention, I excel in securing leads and managing relationships. Skilled in offering tailored insurance solutions, I leverage my licensed agent status and exceptional prospect management to exceed sales targets.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Independent Field Agent
ASHEVILLE, NC
01.1997 - Current
- Returned to the final expense market at 100% – 125% contract levels as an independent field agent.
- Continue to seek opportunities to expand my market for sales in the insurance industry.
- Analyzed customer feedback to improve sales strategies and tactics.
- Processed applications and paperwork related to policy issuance or renewal.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
Solar Sales Rep in Training
Solar Company
Asheville, USA
01.2019 - 01.2020
- I started out in the telemarketing department to learn the process for sales.
- Unfortunately, the sales position was no longer available, and COVID-19 became an issue.
- Collaborated with engineering teams on design changes or modifications based on customer requests.
- Prepared and delivered polished and professional customer presentations.
- Created marketing materials such as brochures, flyers, and website content highlighting the advantages of using solar energy solutions.
Mortgage Protection Insurance Agent
01.2003 - 01.2008
- I moved into the mortgage protection insurance field and had five successful years developing this market until the economy and banking problems of 2007-2008.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Achieved repeat business and referrals through personalized services.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Monitored market conditions to ensure that existing policies remain competitively priced.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Provided customers with information regarding plan features, pricing, and availability.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Scheduled meetings with prospective clients to discuss available products and services.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Processed payments received from clients promptly according to established procedures.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Assessed customer risk levels and recommended appropriate coverage options.
Sales Agent
01.1997 - 01.2003
- I began my career in sales for final expense, helping seniors secure their benefit needs for burial costs and last expenses.
Education
High School Diploma -
ASHEVILLE HIGH SCHOOL
ASHEVILLE, NC06-1972
Skills
- Managing one's own business
- Contacting prospective clients
- Securing leads
- Offering quotes and plan details
- Scheduling appointments
- Achieving sales
- Consultative sales approach
- Consultative sales techniques
- Licensed insurance agent
- Prospect management
- Customer retention
- New policy quotations
- Carrier relations
Certification
- Life and Health License, 01/01/97
- Medicare Supplement License, 01/01/97
- LTC License, 01/01/97
Current status
I AM SEEKING OPPORTUNITIES TO CONTINUE SELLING IN THE FINAL EXPENSE AREA OF LIFE INSURANCE.
Timeline
Solar Sales Rep in Training
Solar Company
01.2019 - 01.2020
Mortgage Protection Insurance Agent
01.2003 - 01.2008
Insurance Sales Agent
Independent Field Agent
01.1997 - Current
Sales Agent
01.1997 - 01.2003
- Life and Health License, 01/01/97
- Medicare Supplement License, 01/01/97
- LTC License, 01/01/97
High School Diploma -
ASHEVILLE HIGH SCHOOL
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