Proactive professional with extensive experience in the insurance industry. Demonstrated ability to lead teams and exceed sales goals while providing outstanding customer service. Committed to driving business success through effective account management and strategic selling.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Account Executive
Corebridge Direct
Remote
07.2012 - Current
Over 3,900 active policies in force with over $1.7B in coverage at $4.3M annualized paid production.
Developed and maintained strong client relationships to drive account growth. Managed client communications and ensured timely resolution of inquiries and issues.
Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Sr. Sales Agent & Sales Supervisor
Kemper Direct
Vista, CA & Chattanooga, TN
06.2004 - 07.2012
Provided initial risk evaluation, underwriting, rating, quoting, follow-up and conversion of potential insured's through direct to consumer contact. Supervise and develop new associates. Highly skilled in risk management, laws and regulation, insurance practices, policy, and insurance regulation.
Delivered superior sales results; consistently ranked in the top three company agents; insured over 4,300 new business clients generating over 7 million dollars in written premium
Attained exceptional results for quality; consistently ranked in the top two company agents
Conducted multiple peer-to-peer sales training sessions resulting in quantifiable increases in net sales and conversion rates • Trained and mentored new agents in risk analysis, underwriting, quality, rating, and sales tactics
Managed team of agents to consistently exceed organizational objectives and goals
Designed and trained advanced closing skills modules and reference manuals Administered monitoring of key phone metric's for sales agents; assistance with help desk line; customer complaint resolutions; call review for training and coaching of sales agents