Maintained company-goal focus by utilizing consistent, organized work practices, performing reliably under pressure, and adjusting quickly to new situations and challenges.
Work History
Operations Manager
3 Years 8 Months
Woop Insurance Agency | 02.2023 - Current
Sold auto, home, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Directed sales team to support achievement of established goals within scheduled timeframes.
Developed and ran weekly and monthly production data reports to support production tracking and reporting cadence.
Provide customer support and servicing to our book of business and third party companies
Managed customer requests and policy changes to support smooth operations and effective policy updates.
Processed renewals and reviewed retention data to support ongoing retention management.
Insurance Sales Agent
1 Year 8 Months
All Web Leads | 06.2021 - 02.2023
Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sold auto, home and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Insurance Sales Specialist
1 Year 5 Months
Safe Auto | 01.2020 - 06.2021
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Conducted annual reviews of existing policies to update information.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Calculated premiums and established payment methods for sales.
Insurance Sales Agent
1 Year 2 Months
Farmers Insurance Agency | 10.2019 - 12.2020
Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Sold auto, home, life and other various insurance products to individuals using consultative selling techniques.
Education
Diploma
Celina High School | Celina, TX | 08-2016
Extracurricular Activities: FCCLA
National society of high school scholars Member
Skills
Consultative Selling Techniques
Form Completion and Submission
Account Management
Insurance Coverage Verification
Call Center Customer Service
Quality Assurance
Microsoft
Organization
Time managment
Microsoft Office
Operations management
Certification
Licensed life, property and casualty - 08/2020 - current