Patricia Duncanson
Barrington,IL
Summary
Proven expertise in service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
19
19
years of professional experience
4
4
years of post-secondary education
Work History
Insurance Sales Agent
AccuQuote insurance broker
Wheeling, Illinois
09.2017 - 09.2019
- Developed strong client relationships through effective communication and personalized service.
- Conducted needs assessments to identify appropriate insurance products for clients.
- Presented policy options clearly to assist clients in making informed decisions.
- Managed client accounts and ensured timely follow-ups on policy renewals.
- Collaborated with team members to enhance sales strategies and improve processes.
- Educated clients on policy features, benefits, and claims procedures effectively.
- Utilized CRM software to track leads, manage contacts, and streamline communications.
- Resolved client inquiries promptly to maintain high levels of satisfaction and trust.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Insurance Sales Agent
Combined insurance
Wauconda, IL
09.2010 - 09.2013
- Developed strong client relationships through effective communication and personalized service.
- Conducted needs assessments to identify appropriate insurance products for clients.
- Collaborated with team members to enhance sales strategies and improve processes.
- Resolved client inquiries promptly to maintain high levels of satisfaction and trust.
- Utilized CRM software to track leads, manage contacts, and streamline communications.
- Processed applications and paperwork related to policy issuance or renewal.
- Assisted clients in selecting appropriate coverage options for their needs.
- Identified cross-selling opportunities among existing customers.
Customer service sales manager
R & P payroll
Oak Brook, Illinois
09.2008 - 09.2010
- Led sales team in achieving monthly targets and improving customer relationships.
- Developed training programs for new sales staff to enhance product knowledge.
- Analyzed market trends to refine sales strategies and identify growth opportunities.
- Conducted regular performance reviews to provide feedback and set goals for team members.
- Facilitated communication between departments to streamline sales processes and improve efficiency.
- Managed daily operations of sales department, including supervision of staff members.
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
- Performed sales consultations and educated clients on products and services.
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Achieved company growth and brand development through market expansion and sales.
- Provided technical support for customers when needed, answering questions about product features and capabilities.
- Established new accounts and serviced existing accounts maintaining professional relationships.
- Conducted regular meetings with staff members to review goals and objectives for the quarter and year.
- Maintained accurate records of all transactions between customers and company representatives.
- Supported sales team members to drive growth and development.
- Gained market share in new sales performance through aggressive team training.
Customer service Manager/Sales Manager/Circulation Assistant
Liberty printing & Publishing
Berwyn, IL
03.2001 - 09.2008
- Managed customer inquiries and resolved issues effectively.
- Developed training programs for new customer service representatives.
- Oversaw daily operations of the customer service department.
- Coordinated communication between departments to address customer needs.
- 5 M budget P&L
- Led team meetings to discuss performance and best practices.
- Provided exceptional customer service to ensure customer satisfaction.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Maintained updated knowledge through continuing education and advanced training.
Education
Ph.D. - Business
Florida Career College
Miami, FL 09.2000 - 09.2004
Skills
- Client relationship management
- Policy presentation
- Needs assessment
- CRM utilization
- Sales strategy development
- Market analysis
- Problem solving
- Effective communication
Timeline
Insurance Sales Agent
AccuQuote insurance broker
09.2017 - 09.2019
Insurance Sales Agent
Combined insurance
09.2010 - 09.2013
Customer service sales manager
R & P payroll
09.2008 - 09.2010
Customer service Manager/Sales Manager/Circulation Assistant
Liberty printing & Publishing
03.2001 - 09.2008
Ph.D. - Business
Florida Career College
09.2000 - 09.2004
Similar Profiles
Margaret PalbickeMargaret Palbicke
Accuquote Life Insurance at Accuquote Life InsuranceAccuquote Life Insurance at Accuquote Life Insurance
Michael CascaranoMichael Cascarano
Account Executive at Accuquote Life InsuranceAccount Executive at Accuquote Life Insurance
Hayley ClucasHayley Clucas
Marketing Director at Caspian Insurance - Insurance BrokerMarketing Director at Caspian Insurance - Insurance Broker
Danette HaydenDanette Hayden
Client Manager at Alight SolutionsClient Manager at Alight Solutions
Jack SchultzJack Schultz
Treasury & Capital Management Analyst at KuvareTreasury & Capital Management Analyst at Kuvare