Overview
Work History
Education
Skills
Affiliations
Certification
Accomplishments
Additional Information
Timeline
Hi, I’m

Nicole Siekert

Licensed Sales Specialist and Event Coordinator
Hartland,Wi
Nicole Siekert

Overview

32
years of professional experience
1

Licensed Realtor, WRA

1

WI Licensed Life, Property & Casualty Insurance Agent

1

Small Business Owner

Work History

Aylsworth & Associates - American Family Ins.

Property, Casualty & Life Sales Specialist
06.2023 - Current

Job overview

  • Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
  • Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
  • Advised, sold and configured Insurance products in single and multiple transactions meeting and exceeding sales goals
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Developed and implemented marketing strategies to boost sales and increase customer base.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Created detailed reports for management to track performance and sales.
  • Utilized CRM software to manage client relationships.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Educated clients on insurance policies and procedures by creating informational documents and resources for customers outlining product details and policies in correlation with company guidelines
  • Conducted annual reviews of existing policies to update information.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Finalized sales and collected necessary deposits.
  • Analyzed needs to provide customized insurance solutions to customers through Needs Analysis Reports.
  • Designed presentations and marketing materials to promote insurance products.
  • Monitored customer feedback and identified areas of improvement.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

AAA Auto Club Group

Property, Casualty & Life Ins Sales Specialist
11.2021 - 01.2023

Job overview

  • Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
  • Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
  • Advised, sold and configured Auto, Home and Life Insurance products in single and multiple transactions regularly exceeding sales goals
  • Drafted, finalized and submitted paperwork to complete sales.
  • Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
  • Interacted with customers daily to provide personalized product guidance, resolve issues and open new accounts.
  • Demonstrated product features, answered questions and persuasively overcame objections.
  • Built rapport with customers and assessed needs to make product recommendations and upsell.
  • Created and implemented sales strategies to successfully meet and exceed company targets.
  • Provided first-rate service to all customers and potential customers.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Developed and delivered engaging sales presentations to convey product benefits.
  • Utilized CRM software to manage customer accounts and track performance metrics.
  • Negotiated contracts with clients and developed relationships with key personnel.
  • Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
  • Used customer insights to develop innovative sales strategies to increase sales.
  • Developed and implemented marketing plans to increase brand awareness and drive sales.
  • Managed customer accounts to secure customer satisfaction and repeat business.
  • Developed and implemented sales strategies to increase profits.

Allstate

Property and Casualty Insurance Sales Agent
06.2019 - 05.2021

Job overview

  • Assisted call-in customers with questions and orders.
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.
  • Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
  • Identified new targets, developed new business opportunities and presented product lines to customers.
  • Used Salesforce CRM software to record personal information and purchases of contacted prospects.
  • Explained features and advantages of Insurqnce products or services to promote sales.
  • Increased sales and customer satisfaction through personalized servicing.
  • Handled administrative aspects of sales by completing customer contracts and warranties and accepting and processing payments.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Met with existing customers and prospects to discuss insurance needs and recommend optimal solutions.
  • Negotiated contracts with clients and developed relationships with key personnel.
  • Generated new leads through networking and attending industry events.
  • Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
  • Managed customer accounts to secure customer satisfaction and repeat business.
  • Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
  • Used customer insights to develop innovative sales strategies to increase sales.
  • Developed and implemented sales strategies to increase profits.
  • Utilized CRM software to manage customer accounts and track performance metrics.
  • Developed and implemented marketing plans to increase brand awareness and drive sales.

Shorewest Realtors

Licensed Professional Realtor
06.2015 - 06.2019

Job overview

  • Advertised client properties through websites, social media, and real estate guides.
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
  • Marketed and sold property for clients by hosting open houses and advertising online and in print.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Compared recently sold area properties to determine competitive market prices.
  • Handled day-to-day happenings of real estate office to consistently grow client base and increase revenue.
  • Educated clients on changing or updating properties, buying, and selling techniques and processes to maintain curb appeal.
  • Advised and informed prospective clients on current market activities and conditions.
  • Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
  • Completed property walkthroughs before completing deals to uphold accuracy in listings and appraisals.
  • Wrote contracts to outline sales and purchases of properties.
  • Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
  • Resolved client concerns related to home purchases to maintain high satisfaction ratings.
  • Liaised between buyers and sellers to provide positive experiences for both parties.
  • Presented purchase offers to sellers for consideration.
  • Communicated with clients to understand property needs and preferences.
  • Wrote listings detailing and professionally highlighting property features to increase sales chances.
  • Negotiated, facilitated, and managed real estate transactions.
  • Developed and implemented strategic marketing plans to increase potential for selling properties and generate more leads.
  • Developed and presented proposals to clients to raise awareness of potential real estate investments.

A Helping Hand Professional Nanny Agency

Small Business Owner
05.2006 - 01.2011

Job overview

  • Devised processes to boost long-term business success
  • Provided elite customer service by exceeding customer expectations with referral of qualified candidates to meet Employer needs
  • Promoted business via social media to generate leads and maximize brand identity.
  • Evaluated sales reports and financial statements to manage cash flow and develop techniques to improve business.
  • Designed business plan to define concept, short-term and long-term goals and strategies.
  • Participated in business events, conferences and trade shows to promote products and network with business owners and prospective clients.
  • Interviewed, performed background checks and hired ideal candidates
  • Advertised products and services online, social media and through traditional campaigns to target ideal consumers.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Scheduled employees for shifts, taking into account customer needs and employee strengths.
  • Interacted well with customers to build connections and nurture relationships.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new employer.

Waukesha South High School

Athletic Director and Coach for High School Sports
06.1992 - 06.1997

Job overview

  • Recruited and interviewed athletes for athletic team positions
  • Paired individuals with team members to achieve best fit for athletic and academic programs.
  • Built trust with athletes and school staff by being courteous, respectful, responsible and professional at all times.
  • Facilitated learning of various self-enrichment topics and routines through detailed instruction.
  • Advised athletes on selecting and developing effective and successful study habits in correlation with successful athletic activities.
  • Met needs of different athletes by adapting coaching materials and methods.
  • Observed athletes to assess abilities, interests and learning objectives for personalized instruction.
  • Conducted classes and workshops for athletes on special topics of interest.
  • Provided feedback, guidance and support to athletes on participation and performance.
  • Worked closely with athletes and parents to increase positive feedback from parents and boost overall athletes success.
  • Monitored athletes progress and provided individualized instruction to meet student needs and goals.
  • Created interactive activities to engage anthletes and maximize learning.
  • Assisted athletes in developing self-advocacy and support skills.
  • Helped athletes set and achieve health and wellness goals.
  • Supported athletes in identifying, setting and achieving personal goals.

Education

Mount Mary University
Milwaukee, WI

Elementary/ Middle School Education from Mathematics Education

University Overview

Elementary/ Middle School Education with a Mathematics Minor

Shorewest Realtors Licensing Academy
Elm Grove, WI

Licensed Realtor from Real Estate

University Overview

Wisconsin Realtors Association licensed Realtor

Kaplan University
Davenport, IA

Property, Casualty And Life Insurance Sales Agent from Insurance And Risk Management
06.2019

Skills

  • Exceptional Leadership and Communication Skills
  • Very pro-active and versatile with a strong drive for continuous personal and professional improvement
  • Possess uncompromising work ethic, time management, organization, and prioritization qualities
  • Motivated to learn, grow, and take on new career challenges and opportunities
  • Adept in implementing process improvements to cultivate productivity and efficiency
  • Compassionate and empathetic to the needs of others with the ability to relate to people on many levels both personally and processionally
  • Positive and joyful
  • Results-driven and Resourceful
  • Sales expertise
  • Sales Reporting
  • Prospecting skills
  • Complaint resolution
  • Relationship BuildingSkills

Affiliations

• Member of the WI Realtors Association, Greater Milwaukee Association of Realtors, National Association of Realtors

• Recipient of the exclusive Million Dollar club Award with Shorewest Realtors in my first year as a Real Estate Agent

• Recognized among the Top 20 Property and Casualty Insurance Sales Agents in SE WI in my first year as an Agent

• Graduate of the Ninja Selling Program dedicated to increasing Focus, Skills, Action and Results in the Sales Industry

• Coach of the WI State Champions Waukesha South Dance Team

• Fitness and Aerobics Instructor

• Miss Teen Milwaukee USA 1992

Certification

Licensed Realtor

Licensed Property, Casualty and Life Insurance Advisor and Sales Agent

First Aide and CPR

  • Licensed [Job Title] - [Timeframe]
  • CSP - Certified Sales Professional

Accomplishments

• Founder and Managing member of Team Lincoln Warriors support group and charity

• Member of the WI Realtors Association, Greater Milwaukee Association of Realtors, National Association of Realtors

• Recipient of the exclusive Million Dollar club Award with Shorewest Realtors in my first year as a Real Estate Agent

• Recognized among the Top 20 Property and Casualty Insurance Sales Agents in SE WI in my first year as an Agent

• Graduate of the Ninja Selling Program dedicated to increasing Focus, Skills, Action and Results in the Sales Industry

• Coach of the WI State Champions Waukesha South Dance Team

• Fitness and Aerobics Instructor

• Active community service member helping others achieve and exceed ever evolving personal and professional life goals

• Active planner and organizer of social and professional gatherings and community activities

Additional Information

A little more about me…

I am an incredibly proud and blessed Mom to my amazing 13 year old twin daughters. I am an enthusiastic, very well-organized, efficient, intelligent, positive, empathetic, and competitive “Go-Getter” who loves a challenge, exceeds goals, and proudly rises above expectations.

It is very important to me that with my executive-level administrative management background, my ability to connect on both a personal and professional level with co-workers and clients/customers, and my operational leadership skills, I find a long term position in Sales

and/or Customer Relations with a dynamic and growing company who is excited to add a dedicated and driven individual to their team.

Timeline

Property, Casualty & Life Sales Specialist

Aylsworth & Associates - American Family Ins.
06.2023 - Current

Property, Casualty & Life Ins Sales Specialist

AAA Auto Club Group
11.2021 - 01.2023

Property and Casualty Insurance Sales Agent

Allstate
06.2019 - 05.2021

Licensed Professional Realtor

Shorewest Realtors
06.2015 - 06.2019

Small Business Owner

A Helping Hand Professional Nanny Agency
05.2006 - 01.2011

Athletic Director and Coach for High School Sports

Waukesha South High School
06.1992 - 06.1997

Mount Mary University

Elementary/ Middle School Education from Mathematics Education

Shorewest Realtors Licensing Academy

Licensed Realtor from Real Estate

Kaplan University

Property, Casualty And Life Insurance Sales Agent from Insurance And Risk Management
Nicole SiekertLicensed Sales Specialist and Event Coordinator