Summary
Overview
Work History
Education
Skills
Certification
Current status
Timeline
Generic

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, NC
06-1972

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
MARY KELLER