Norma Montgomery
Arp,TX
Summary
Dynamic Licensed Insurance Agent with a proven track record at Homesite Group, excelling in client relationship management and consultative selling. Achieved over $1 million in net premium sales annually while fostering trust through transparent communication. Recognized for exceptional service, contributing to high client retention rates and exceeding sales quotas consistently.
Overview
5
5
years of professional experience
Work History
Licensed Insurance Agent
Homesite Group
11.2020 - Current
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Promoted products and services using upselling and other sales strategies.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Expanded referral network through proactive relationship building with community partners, such as real estate agents and financial planners.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Exceeded corporate quotas for monthly policy sales.
- Earned Circle of Excellence for outstanding sales performance two years in a row.
- Achieved net premium sales exceeding $1 million annually for three consecutive years.
Education
Master Of Business Administration - Industrial And Organizational Psychology
University of Texas At Tyler
Tyler, TXMaster Of Science - Industrial And Organizational Psychology
Purdue University Global
08.2019
Skills
- Client relationship management
- Negotiation techniques
- Client retention
- CRM software
- Problem-solving
- Multitasking
- Excellent communication
- Call center customer service
- Organizational skills
- Data entry
- Consultative selling
Timeline
Licensed Insurance Agent
Homesite Group
11.2020 - Current
Master Of Business Administration - Industrial And Organizational Psychology
University of Texas At Tyler
Master Of Science - Industrial And Organizational Psychology
Purdue University Global
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