As a licensed insurance sales professional I offer demonstrated proficiency in insurance products, services and customer behaviors. Trained in reviewing documents, working with internal and external parties and resolving routine and challenging concerns with independent approach. Capable of identifying and resolving problems, promoting new offerings and outperforming sales goals.
Work History
Field Manager
4 Months
Newins LLC | 03.2019 - 07.2019
Managed daily records, handled reporting requirements and kept detailed logs of field operations
Evaluated expected sales demands, organized team plans and established standards to efficiently handle customer needs
Kept operations productive by utilizing advanced training techniques, team meetings and diligent oversight
Worked with customers to manage complaints and offer technique guidance
Regional Manager
2 Years 8 Months
Rodney D. Young Fred Loya Insurance Group | 09.2013 - 05.2016
Improved branding initiatives by implementing effective marketing campaigns to maximize engagement and brand awareness
Assessed each location's individual and team performances, analyzing data trends to determine best methods to improve sales results
Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals
Partnered with sales team members and leveraged strong negotiation skills to close tough deals with lucrative clients
Increased revenue by 10 % and achieved loss ratio drop from 88.23% Jan 31, 2014 to 68.10% Aug 31, 2014, by promoting and discussing strong/effective underwriting skills with all staff members
Lead Insurance Agent
9 Years 8 Months
Rodney D. Young Insurance Insurance | 01.2004 - 09.2013
Demonstrated consistency accuracy and attention to detail resulting in error-free new business policies & policy endorsements and daily bank deposits with no overage/shortages
Generated new business leads through direct customer engagement, deploying inbound and outbound marketing tactics and developing and optimizing informative content
Established and maintained productive working relationships with staff to resolve operational difficulties and to promote interdisciplinary, collaborative approach to customer service provision
Worked with management to resolve customer problems, improve operations and provide exceptional customer service
Customer Service Representative
4 Months
Thaxton Insurance Group | 09.2003 - 01.2004
Performed multi-tasking abilities by providing efficient customer service and handling large volume of daily incoming calls on multiplex 12 line phone systems
Consistently met or exceeded and aggressive campaign of cold calling, offering referral incentives and retaining valued customers
Easy going manner and demeanor has resulted in immediate rapport with customers which contributed significantly to overall customer retention rate
Regularly exceeded daily sales and product add-on quotas
Educated customers on promotions to enhance sales
Education
Property & Casualty License
Las Vegas School of Insurance | Las Vegas, NV | 2004
High School Diploma
Morningside High School | Inglewood, CA | 2001
Skills
Microsoft Office / Google Suite
Type 35 WPM
Prospecting and Closing
Cold calling
Customer service
Auto
Home
Commercial
Special lines
Multi-tasking
Sales driven
Team player
Front Line Underwriting
Managerial experience
Bilingual / English and Spanish
Client communication
Team management
Insurance sales strategy
Additional Information
Awards
, RDY Sales Agent of the Year - 2005
RDY Presidents Club - 2006
Assistant to Literary Manager at Brillstein Entertainment Partners 2024 - PresentAssistant to Literary Manager at Brillstein Entertainment Partners 2024 - Present