Michelle Souder
Williamstown,KY
Summary
Driven Personal Lines Insurance Agent with 30 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. 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 aggressive sales goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Results-driven and accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style. 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. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Dave Wickline State Farm Insurance Agncy
07.2005 - Current
- 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.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Insurance Sales Agent
Carolyn Thomas-Thompson State Farm Insurance Agny
04.1998 - 07.2005
- 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.
Insurance Sales Agent
Jim Thomas State Farm Agency
04.1995 - 04.1998
- 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.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Attended industry conferences to stay informed of latest products and trends.
- Developed strong referral network in community to raise awareness and increase sales opportunities.
- Negotiated contracts with clients to establish best coverage with lowest cost.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Conducted annual reviews of existing policies to update information.
Office Assistant
Cotton Insurance Agency
01.1991 - 04.1995
- Completed clerical tasks such as filing, copying, and distributing mail.
- Interacted with customers by phone, email, or in-person to provide information.
- Maintained and updated office records, both digital and physical.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Managed daily data entry and kept clerical information accurate and up-to-date.
- Ordered office supplies and kept office stocked with needed resources to operate smoothly.
- Prepared and edited documents to produce precise, accurate and professional communication.
Education
High School Diploma -
Lexington Community College
Lexington, KY12.1993
High School Diploma -
Grant County High School
Dry Ridge, KY06.1993
Skills
- Loss Analysis
- Contract Review and Analysis
- Payment Method
- Asset Protection
- Team Training
- Account Retention
- Client Account Management
- New Policy Quotations
- Customer Service
- Billing Procedures
- Bank Deposits
- Insurance Practices
- Policy Renewals
- Loss Prevention Goals Monitoring
- Workflow Processes
- Update Records
Certification
- Licensed P & C and Life health
- Notary for KY
- Bank certified
Timeline
Insurance Sales Agent
Dave Wickline State Farm Insurance Agncy
07.2005 - Current
Insurance Sales Agent
Carolyn Thomas-Thompson State Farm Insurance Agny
04.1998 - 07.2005
Insurance Sales Agent
Jim Thomas State Farm Agency
04.1995 - 04.1998
Office Assistant
Cotton Insurance Agency
01.1991 - 04.1995
High School Diploma -
Lexington Community College
High School Diploma -
Grant County High School
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