Olivia Williams
McKinney,TX
Summary
Accomplished Insurance Advisor with a proven track record at Roger Welch Agency, LLC, excelling in client retention and policy knowledge. Demonstrated ability to exceed sales quotas by over 20%, leveraging exceptional customer service and insurance product expertise. Skilled in data interpretation and MS Office Suite, adept at fostering client loyalty and driving revenue growth through strategic account management.
Overview
14
14
years of professional experience
Work History
Insurance Advisor
Roger Welch Agency, LLC
12.2021 - Current
- Maintained a high level of industry certifications and licenses, ensuring credibility and expertise when advising clients on insurance matters.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Managed a diverse portfolio of clients, consistently meeting individual needs while maximizing revenue growth.
- Regularly reviewed existing client portfolios, identifying opportunities for upselling or cross-selling additional products that met their evolving needs.
Insurance Agent
Bridgepark
08.2020 - 12.2021
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Insurance Agent
PolicyPro
10.2019 - 08.2020
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Insurance Agent
CiraConnect
04.2019 - 10.2019
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Vendor Onboarding for Foreclosure Homes
Mr. Cooper
02.2018 - 10.2018
- Negotiated favorable contracts with suppliers, resulting in cost savings for the company without sacrificing quality.
- Managed a diverse portfolio of vendors, ensuring timely delivery of products and services to clients.
- Implemented an efficient vendor management system that streamlined operations and reduced administrative workload.
- Met sales goals by offering excellent customer service.
Insurance Replacement Specialist
Replacement Source of America
10.2010 - 11.2017
- Followed all company policies and procedures to deliver quality work.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Gathered, organized and input information into digital database.
- Evaluated customer needs and feedback to drive product and service improvements.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Maintained database systems to track and analyze operational data.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
- Created and managed project plans, timelines and budgets.
Education
High School Diploma -
McKinney Boyd High School
McKinney, TX06-2009
Skills
- Insurance product knowledge
- Goal-oriented mindset
- Data Interpretation
- Claims Management
- Customer Service
- Client Retention
- Account Management
- Policy Knowledge
- Licensed Insurance Agent
- Customer follow-up
Timeline
Insurance Advisor
Roger Welch Agency, LLC
12.2021 - Current
Insurance Agent
Bridgepark
08.2020 - 12.2021
Insurance Agent
PolicyPro
10.2019 - 08.2020
Insurance Agent
CiraConnect
04.2019 - 10.2019
Vendor Onboarding for Foreclosure Homes
Mr. Cooper
02.2018 - 10.2018
Insurance Replacement Specialist
Replacement Source of America
10.2010 - 11.2017
High School Diploma -
McKinney Boyd High School
Similar Profiles
Dorine CharambaDorine Charamba
Personal Lines Account Manager at Roger Keith & Sons Insurance Agency, Inc.Personal Lines Account Manager at Roger Keith & Sons Insurance Agency, Inc.
Sasha HawkinsSasha Hawkins
Realtor at C. Roger Lewis Agency, Inc.Realtor at C. Roger Lewis Agency, Inc.
Slade AlexanderSlade Alexander
NA at B.D. Welch Construction, LLCNA at B.D. Welch Construction, LLC