Melissa Walker
Katy,TX
Summary
Experienced with building client relationships and driving revenue. Utilizes strong negotiation skills to close deals effectively. Track record of contributing to team success and adapting to dynamic environments.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Allstate Insurance Co
04.2024 - 01.2025
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
Licensed Insurance Agent
Allstate Insurance Co
05.2022 - 04.2024
- Solicited for new business via telephone, networking, and other lead sources by completing outbound calls daily
- Met business production goals and objectives as established
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Uncover opportunities for cross-selling additional products and services
- Foster strong relationships with customers to maintain a high level of client retention and product loyalty
- Provide exceptional customer service
- Calculated quotes and educated potential clients on insurance options.
Customer Service Representative
Jorgensen Company
11.2019 - 04.2022
- Processed customer requests and inquires that included: complaints, account maintenance, billing questions and payment handling, establishing an initial point of contact
- Responded to customer inquiries by understanding, verifying, assembling, forwarding and following up on all requests
- Placed orders and service requests in timely manner and obtaining pertinent information for follow up
- Understand products and services in order to provide quality service through the recommendation of improved processes, products and services
- Supported field technicians with service order, invoicing, payment handling and general inquire while creating open communication, trust and positive attitude
- Coordinated monthly service orders to include matching prior year paperwork and updating P21 with pertinent information as requested by customer
- Coordinated with Service Manager and various departments dispatching service orders
- Generate weekly cash drawer and gross profit reports
- Maintain organized electronic and hard copy filing system
- Managed time, multi-task projects and job duties through prioritization and organization
- General clerical duties including photocopying, scanning, fax and mailing
Service Sales Representative
Cintas
08.2017 - 11.2019
- Delivered clean uniforms, rags and other products to customer accounts and pick up dirties
- Manage accounts
- Completed customer orders with accuracy and in timely manner
- Participated in ongoing training sessions focused on improving service quality, safety protocols, or new technologies pertinent to the profession.
- Maintained effective communication with customers and supervisors
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Promoted customer satisfaction by addressing or escalating concerns for quick resolution.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Maintained strong relationships with clients through proactive communication and personalized service.
Store Manager
Famous Footwear
03.2014 - 08.2017
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Improved customer satisfaction through staff training in customer service and product knowledge.
- Rotated merchandise and displays to feature new products and promotions.
- Conducted regular performance reviews for staff members, providing constructive feedback and opportunities for growth.
- Approved regular payroll submissions for employees.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Completed the hiring, training and mentoring new staff members.
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
Full Time Stay at Home Mom
None
04.2013 - 02.2014
- Stayed at home to raise small children
Assistant Store Manager
Fredericks Of Hollywood
08.2012 - 05.2013
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
- Developed a loyal customer base through personalized interactions, increasing repeat business in-store visits.
- Implemented loss prevention tactics to deter thefts while maintaining a welcoming environment for all customers.
Education
General Education Diploma -
Hillsdale High School
San Mateo, CA05.1998
Skills
- Insurance sales expertise
- Problem-solving
- Retail Operations Management
- Customer Engagement
- Proficient Computer Skills
- Effective Time Management
- Team Leadership
- Oversight and Management Skills
- Training and mentoring
- Product Knowledge Expertise
- Clear Verbal Communication
- Effective Multi-Tasking
Certification
- Driver's License
- Licensed Insurance Agent
Personal Information
Work Permit: Authorized to work in the US for any employer
Assessments
- Sales Skills: Influence & Negotiation, Proficient, 08/19
- Customer Focus & Orientation, Expert, 08/19
- Proficiency with Microsoft Office: Mail & Calendar (PC), Familiar, 08/19
- Customer focus & orientation, Expert, 11/21
- Customer service, Proficient, 11/21
Timeline
Licensed Insurance Agent
Allstate Insurance Co
04.2024 - 01.2025
Licensed Insurance Agent
Allstate Insurance Co
05.2022 - 04.2024
Customer Service Representative
Jorgensen Company
11.2019 - 04.2022
Service Sales Representative
Cintas
08.2017 - 11.2019
Store Manager
Famous Footwear
03.2014 - 08.2017
Full Time Stay at Home Mom
None
04.2013 - 02.2014
Assistant Store Manager
Fredericks Of Hollywood
08.2012 - 05.2013
General Education Diploma -
Hillsdale High School
Similar Profiles
Katrina RochettoKatrina Rochetto
Instructional Design Consultant at Allstate Insurance CoInstructional Design Consultant at Allstate Insurance Co
Gannetta JacksonGannetta Jackson
Claims Service Specialist at Allstate Insurance CoClaims Service Specialist at Allstate Insurance Co
Nicholas LugenbealNicholas Lugenbeal
Sales Agent at Allstate Insurance CoSales Agent at Allstate Insurance Co