Melissa Carlson

• Coordinated solutions for new and existing customers to meet unmet needs and resolve various issues.
• Achieved sales metrics consistently by creating SMART goals based on available sales data.
• Acquired and maintained full knowledge of product technical and functional aspects to better serve customers' needs.
• Managed CRM system to coordinate information from lead sources.
• Developed multiple sales strategies to address range of project and customer types.
• Created Master Class model for development of new insurance agents and ongoing education for all tenured agents

• Structured internal role-playing exercises to improve agents' sales effectiveness, overcome client objections and enhance client renewal rates.
• Prospected for new business by obtaining client referrals, making campaign calls and engaging in business-building strategies.
• Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency’s aggregate sales figures.
• Guided agents through life, health, property and casualty insurance licensing and renewal processes.
• Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
• Assessed each location's individual and team performances, analyzing data trends to determine best methods to improve sales results.
• Engaged in product training, demonstrations, consumer awareness, branding and acquisition initiatives to raise awareness and revenues.
• Initiated new sales and marketing plans for product roll-outs, including developing sales strategy.

Licensed Insurance Agent

• Over 13 years history of surpassing customer and exceeding employer expectations.
• Consultative-sales strengths to nurture relationships and close deals.
• Comprehensive knowledge of insurance and company products, services and best practices.
• Performed as a President Elite and Sales Excellence recipient.
• Assisted with training new agents and mentor program.
• Exceeded corporate quotas for monthly policy sales.
• Provided coverage option information to assist clients in protecting assets.
• Promoted ACG products and services using upselling and other sales strategies.

• Identified clients needs with concierge-consultative approach.
• Worked onsite events to build clients.
• Assisted training new agents per management request.
• High producer achieved with organizational skills
• Pacesetter Award recipient.

• Coordinated drill, dance and music for Michigan State University, Pioneer Drum and Bugle Corp and various Midwest High Schools.
• Head Instructor and coordinator for Michigan State University’s Summer Performing Arts Camp (over 200 present).
• Extensive public speaking.
• Originated new teaching techniques, which in turn, increased membership two-thirds in less than two seasons.