Mayci James
McPherson,KS
Summary
Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
State Farm
09.2022 - 08.2023
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods.
- Finalized sales and collected necessary deposits.
Loan Officer Assistant
Gateway Mortgage Group, LLC
08.2021 - 09.2022
- Answered inquiries and provided superior customer service to clients.
- Set up files using loan officer checklist and submitted on-time for processing.
- Communicated with customers daily to request information and complete paperwork.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Monitored key dates to obtain information by deadlines.
- Assembled important paperwork and disclosures for borrower.
Sales Support Specialist
Fastenal
10.2018 - 08.2021
- Managed customer accounts, responding to inquiries and resolving customer service issues
- Helped maintain business relationships by professionally handling customer needs.
- Contributed to team objectives in fast-paced environment.
- Built relationships with customers and community to promote long term business growth.
- Quoted prices, and sent them over to the inventory managers.
- Assisted customers with sales needs such as inventory and shipping questions.
Education
High School Diploma -
Mcpherson High School
Mcpherson, KS05.2017
Skills
- Customer Service
- Insurance Eligibility
- Insurance Practices
- Professional Telephone Demeanor
- Sales Expertise
- Customer Relations
- Computer Proficiency
- Critical Thinking
- Problem-Solving Ability
- Prioritization
Certification
- Lines of authority
- Causality
- Property
- Crop
- Life
- Accident
- Health
Timeline
Insurance Sales Agent
State Farm
09.2022 - 08.2023
Loan Officer Assistant
Gateway Mortgage Group, LLC
08.2021 - 09.2022
Sales Support Specialist
Fastenal
10.2018 - 08.2021
High School Diploma -
Mcpherson High School