Nicholas Caldwell

• Advised State Farm clients on auto, home, and life coverage options.

Fast-paced sales environment with multiple daily KPI’s. Consistent producer performing at the top of the agency.

• Responded to customer inquiries and problems to promote great service.

• Networking events for potential clients
• Sales over the phone and in person.
• CRM software
• Prospecting
• Developed relationships with new clients through cold calling and referrals from existing customers.
• Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
• Assessed customer risk levels and recommended appropriate coverage options.
• Explained coverage options to potential policyholders, answering questions or concerns.
• Improved data collection accuracy by structuring systems for desktop spreadsheets.
• Resolved customer complaints in a timely manner to maintain high satisfaction levels.
• Advised customers on the best ways to minimize risks associated with their assets.
• Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.

• Mixed cleaning solutions, abrasive compositions, or other compounds according to formulas.
• Applied waxes or masking materials to vehicles to preserve, protect or restore color or condition.
• First business I have ever started and learned so much from this adventure.

• Cold calls
• Health, life, and annuities sales.
• Software and lead generation.
• Marketing