NIKKI WALKER
Professional
Summary
Licensed insurance professional who delivers high quality customer service by accurately assessing client needs and recommending the most useful policies and products. Ready to offer over10 years of experience to a challenging position with room for advancement. Consistently increases sales and expands client base through targeted marketing, lead development and in-depth knowledge of market trends. Expertise in market analysis, forecasting and client needs assessments. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Experienced in providing tailored solutions to clients. Outgoing, with great task prioritization skills. Organized and dependable, successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Expert at managing insurance sales cycle, prospecting and follow-up support.
Overview
12
12
years of professional experience
Work History
Health Insurance Sales Agent
Ideal Concepts
2023.07 - Current
- (Remote)
- Analyze client's needs and financial situation to customize correct insurance policies
- Interview prospective clients to obtain data about financial resources and needs
- Streamline operational efficiencies by researching problems and delivering speedy issue resolution.
- Analyzed customer feedback to identify areas for improvement in service delivery.
- 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.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Educated clients on insurance policies and procedures.
Account Executive Manager
A&B Insurance
2020.01 - 2023.06
- Negotiated terms and coverage with insurers resulting in more favorable terms and improved profitability
- Negotiated and secured a new insurance contract with a major client, resulting in a 20% increase in annual premiums and a 10% increase in overall revenue.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Retention Specialist
Meridian Risk Management
2016.01 - 2020.01
- Coded claims forms and mediated disputes between carriers and clients
- Implemented marketing strategies which resulted in 12% growth of customer base
- Initiated two key partnerships which resulted in 54% revenue growth
- Worked directly with over 20 different insurance companies to meet each client's insurance needs.
- Utilized knowledge of customer experience to create specialized plans for customer retention.
- Developed new strategies for customer retention activities.
Insurance Broker
Antalek & Moore Insurance
2012.06 - 2016.01
- Correspond and interview with clients and evaluate Financial Needs Analysis
- Handled approximately 45 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Retained 80% of policyholders during annual renewal period.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Education
Master of Science (M.S - Psychology
Arizona State University
Tempe, AZSkills
- Conflict resolution Interpersonal communication
- Customer retention strategy
- Contract Review and Analysis
- Account Retention
- Large Account Management
- Critical Thinking
- Exposure Determination
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Health Insurance Sales Agent
Ideal Concepts
2023.07 - Current
Account Executive Manager
A&B Insurance
2020.01 - 2023.06
Retention Specialist
Meridian Risk Management
2016.01 - 2020.01
Insurance Broker
Antalek & Moore Insurance
2012.06 - 2016.01
Master of Science (M.S - Psychology
Arizona State University
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