Morgan Pontrich
Louisville,KY
Summary
At Matt Miller State Farm Agency, I spearheaded a team to the agency's first President's Club qualification, demonstrating exceptional goal-oriented mindset and critical thinking. With a 38% closing rate, my adept relationship building and computer proficiency fueled surpassing sales targets and enhancing customer relations through strategic cross-selling and comprehensive health insurance strategies.
Overview
8
8
years of professional experience
Work History
Insurance Account Representative
Matt Miller State Farm Agency
07.2020 - Current
- Coach and mentor peer team members on key office processes and to promote acquisition and retention in Ambassador Club, Chairman's Circle, President's Club and Million Dollar Round Table qualifying Legacy office
- Develop and implement a comprehensive health insurance sales strategy resulting in the agency's first President's Club qualification
- Consistently meet or exceed sales targets through diligent prospecting, follow-up, and needs-based conversations with a 38% closing rate
- Implement effective cross-selling strategies to identify opportunities of expansion and multi-line existing households to meet agency and territory goals
- Utilize ECRM features to promote customer relationship building and needs based conversations to identify and remedy gaps in coverage
Sales Associate
Vineyard Vines
04.2019 - 03.2022
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
Student Teacher
Jefferson County Public School District
08.2019 - 09.2021
- Facilitated inquiry-based learning to produce real-world connections and relationship building within the classroom
- Designed and implemented lesson plans aligning with district and state curriculum
- Analyzed assessment data to inform one on one and small group instructional support
- Mainstreamed students with learning and behavior disorders through individualized lesson plans to promote inclusion and collaboration
Customer Service Representative
Matt Miller State Farm Agency
11.2016 - 07.2020
- Provided exceptional customer service through clear communication, proactive problem-solving, and personalized support during the claims process
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to insurance policies
- Collaborated with sales teams to generate leads for prospective clients through networking events, referrals from existing customers, or cold calling efforts
- Retained existing book of business by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
Education
Bachelor of Arts - Elementary Education And Learning Disorders
Bellarmine University
Louisville, KY05-2020
Skills
- Goal-oriented mindset
- Quick starter
- Self motivated
- Critical thinking
- Relationship building
- Computer proficiency
- Effective oral/written communication
- Multitasking
- Team collaboration
- Adaptability and flexibility
Timeline
Insurance Account Representative
Matt Miller State Farm Agency
07.2020 - Current
Student Teacher
Jefferson County Public School District
08.2019 - 09.2021
Sales Associate
Vineyard Vines
04.2019 - 03.2022
Customer Service Representative
Matt Miller State Farm Agency
11.2016 - 07.2020
Bachelor of Arts - Elementary Education And Learning Disorders
Bellarmine University
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