Melanie Volpe
Port Richey,FL - Florida
Summary
Driven insurance sales with 22 years of experience offering results-driven solutions to meet the needs of customers. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving sales goals. Persuasive communicator with personable style
Overview
23
23
years of professional experience
1
1
Certification
Work History
Licensed Sales Professional
Johnnie Walker Insurance Agency
08.2022 - 11.2023
- Worked fully remote
- Developed strong rapport with clients, leading to numerous referrals and repeat business.
- Upsold and closed client sales by driving product benefits around client needs
- Prioritized daily workflow, including all inbound calls, quotes and sales-related inquiries.
- Managed over 20 customer calls per day
Account Representative
Assured Partners
11.2020 - 07.2021
- Worked fully remote
- Processed endorsements, client payments and updated accounts
- Investigated billing discrepancies implementing effective solutions to resolve concerns preventing future problems
- EZLynx experience
- Ring Central Max experience.
- Managed over 30 calls per day
Licensed Sales Professional
Veres Insurance Agency, Inc.
08.2000 - 03.2019
- Established fair pricing structures and finalized contracts to complete insurance agreements with clients
- Maximized business potential by providing excellent customer service and ensuring client retention
- Prioritized daily workflow, including all inbound calls, quotes and sales-related inquiries
- Increased longevity of property and casualty accounts by providing individualized customer and developing relationships with client.
- Met monthly goals 100% of time
Education
High School Diploma -
Boca Raton High School
Boca Raton, FLSkills
- Multitasking Abilities
- Problem-Solving Abilities
- Strategic Sales Knowledge
- Professional Telephone Demeanor
- Word Processing
- AMS-360
- Applied Rater
- Microsoft SharePoint
- HawkSoft Management System
- Form Completion and Submission
- Client Relations
- Policyholder Communication
- Insurance Coverage Verification
Certification
P&C-220 Certification
P&C-2044 Certification
Timeline
Licensed Sales Professional
Johnnie Walker Insurance Agency
08.2022 - 11.2023
Account Representative
Assured Partners
11.2020 - 07.2021
Licensed Sales Professional
Veres Insurance Agency, Inc.
08.2000 - 03.2019
High School Diploma -
Boca Raton High School
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