Noah Key
Toney,AL
Summary
Accomplished Associate Agent with a solid background in insurance sales and customer service spanning over 6 years. Expertise in addressing customer needs and concerns while meeting sales objectives and promoting new products. Proficient in managing communications through multiple platforms to enhance service delivery. Focused on achieving results through effective collaboration and strategic problem-solving.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Agenct
The Jeb Lovvorn Alfa Agency
Ardmore, AL
03.2024 - Current
- Executed promotional events to enhance networking opportunities with agency.
- Executed writing policies within Alfa and Alfa Agency.
- Delivered compelling sales presentations, negotiated contracts, and promoted services.
- Analyzed customer needs to recommend optimal products, driving upsell opportunities.
- Followed up with clients to evaluate evolving needs and propose tailored offerings.
- Maintained professionalism in customer interactions, effectively resolving issues.
- Communicated with clients via phone and email to address inquiries and promote services.
- Conducted interviews with prospective clients to assess financial needs and coverage options.
- Evaluated and pursued sales leads from referrals, networking, marketing efforts, and cold calls.
Multi-Line Specialist
Alfa Insurance
Huntsville, AL
10.2023 - 03.2024
- Executed engaging sales presentations and negotiated contracts to promote services.
- Analyzed customer needs, provided tailored options, and upsold relevant products.
- Maintained cordial communication via phone and email to address inquiries and offer services.
- Followed up with customers to assess evolving needs and present new offerings.
- Evaluated sales leads from referrals, networking, and marketing initiatives to pursue new business opportunities.
- Delivered exceptional customer service while addressing service needs.
- Documented policies, finalized agreements, and ensured accurate filing of paperwork.
CSR, Sales
Alfa Insurance
Hampton Cove, AL
02.2022 - 10.2023
- Conducted sales presentations and negotiated contracts while promoting services effectively.
- Evaluated customer needs to provide optimal options, resulting in successful upselling.
- Engaged customers with high-quality service by thoroughly explaining document specifics.
- Maintained a positive demeanor during issue resolution to ensure client satisfaction.
- Followed up with clients regularly to identify changing needs and suggest new products.
- Communicated via phone and email to resolve questions and offer tailored services.
- Interviewed potential clients to assess financial requirements and discuss coverage options.
- Generated sales opportunities through inbound calls regarding alternative insurance options.
Licensed Insurance Representative
State Farm
Huntsville, AL
04.2019 - 02.2022
- Gave sales presentations, negotiated contracts and promoted services to customers.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Followed up with customers to check on changing needs and propose new offerings.
- Maintained pleasant and cordial attitude, remaining calm when issues arose.
- Wrote policies, finalized documents and filed paperwork.
- Communicated with clients by phone and email to answer questions and offer services.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Made appointments with potential clients to discuss products.
- Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Promptly responded to reported claims by communicating with customers and reporting information.
Education
High School Diploma -
Way Home Christian School
Eva, AL05.2016
Skills
- Lead development and email marketing
- Policy adjustment expertise
- Customer follow-up and service
- Insurance sales strategies
- Cross-selling and upselling techniques
- Active listening and critical thinking
- Analytical decision-making
- Time management skills
- Reliability and trustworthiness
- Problem resolution and solving
- Team building and adaptability
- Sales promotions and networking
- Training and mentoring capabilities
Certification
- Property & Casualty Licensed - Alabama - 2018-Current
- Property & Casualty Licensed - Tennessee - 2020-Current
- Life & Health Licensed- Alabama- 2021-Current
Timeline
Associate Agenct
The Jeb Lovvorn Alfa Agency
03.2024 - Current
Multi-Line Specialist
Alfa Insurance
10.2023 - 03.2024
CSR, Sales
Alfa Insurance
02.2022 - 10.2023
Licensed Insurance Representative
State Farm
04.2019 - 02.2022
High School Diploma -
Way Home Christian School
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