Nancy Stevens
Aredale,IA
Summary
Licensed insurance professional with extensive experience in sales, prospecting and lead generation. Licensed in Iowa with background in Health, Live, Disability, Annuities, and Cancer coverages. A client insightful Insurance Sales Agent bringing 17 years of insurance product and policy management expertise to a growing organization. Focused and analytical with a passion for contributing to a role that will utilize a proven history of client satisfaction.
Overview
21
21
years of professional experience
Work History
Wire Cutter
Winnebago Industries Inc.
11.2018 - Current
- Learned how to complete harness packets and group wires together for welding with minimal supervision to contribute to project success.
- Ran high-speed Komax machinery including light mechanical fixes to ensure product quality
- Interpreted job site supervisor's orders and technical documentation to complete accurate work.
- Maintained safety practices and quality controls at all times.
- Organized materials, tools and equipment to supply team members.
- Followed quality standards and procedures to minimize errors and maximize customer satisfaction.
- Sorted product and provided expertise on non-conforming product requirements.
- Worked with supervisor to resolve problems with Komax machine to improve operations and provide exceptional customer service.
Insurance Agent
Self-Employed
11.2003 - Current
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize customer satisfaction.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Built relationships with clients through active listening and interpret appropriate policies to provide excellent customer service.
- Upsold additional products and services after identifying customer needs and requirements.
- Spent ample time with each customer, going over and explaining documents to ensure key information was understood.
- Obtained underwriting approval by completing application for coverage.
Guest Services Supervisor
Pilot Travel Centers LLC
06.2016 - 06.2017
- Hired outside the company to be Guest Service Supervisor with no experience.
- Managed staff of 3 sales associates each night and oversee Subway by helping solve difficulties with staff.
- Did Pilot and Subway's end of day books.
- Counted cash drawers, would find and correct errors to balance out tills.
- Handled all returns and exchange of merchandise.
- Assigned employees to specific duties to best meet the needs of the store.
- Held people accountable for their job performance.
- Instructed staff on how to appropriately handling difficult and complicated sales transactions.
- Train and evaluated personnel in proper procedures on the tills with setting up fuel authorizations, truck drivers advances, and recognizing fraudulent money schemes.
- Increased profits through effective sales training and troubleshooting profit loss areas by ensuring that product is put on shelves when low or out and creating a clean inviting atmosphere for guests.
- Reported to the general manager regarding all store and staff issues.
- Filled out reports to have equipment and pumps fixed along with calling the Help Desk to fix computer problems on the tills or money
recycler. - Identified poor work habits to improve production effectiveness and team building skills with employees.
- Generated repeat business through exceptional customer service by keeping doors, floors, counters, and bathrooms clean.
Licensed Insurance Agent
Cappers Insurance
08.2007 - 08.2012
- Exceeded corporate quotas for monthly policy sales.
- Directed clinical support of actuarial, underwriting and claims management in identifying and managing client specific risks and risk trends.
- Calculated quotes and educated potential clients on insurance options.
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
- Capitalized on upsell opportunities with offers of available products that supported the client's needs with additional insurance policy options.
- Obtained underwriting approval by completing application for coverage.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Education
Bachelor of Arts - Organizational Management
Ashford University
Clinton, Iowa08.2011
Skills
- Insurance sales expertise
- Quotes and sales
- Client relationship management
- Insurance product expertise
- Marketing initiatives
- Policy management
Timeline
Wire Cutter
Winnebago Industries Inc.
11.2018 - Current
Guest Services Supervisor
Pilot Travel Centers LLC
06.2016 - 06.2017
Licensed Insurance Agent
Cappers Insurance
08.2007 - 08.2012
Insurance Agent
Self-Employed
11.2003 - Current
Bachelor of Arts - Organizational Management
Ashford University
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