Paula Harold
San Antonio,Texas
Summary
Experienced sales professional with over 20 years of success in the insurance industry. Proven track record in developing and executing effective sales strategies, building strong client relationships, leading high-performing teams, and driving revenue growth. Acknowledged as a top performer, earning prestigious accolades including Agent of the Year and President's Elite. Consistently ranked in the top 5% of producers nationwide, demonstrating a commitment to excellence and delivering exceptional results.
Overview
25
25
years of professional experience
Work History
Sales Agent
AAA TEXAS
01.2002 - Current
- Lead sales of automobile, property, membership, and umbrella insurance, consistently exceeding targets
- Developed strong customer relationships, ensuring retention and satisfaction
- Led team to exceed office quota by 137% and achieved Sales Summits
- Awarded Rookie of the Year (2003), Sales Agent of the Year, and multiple President's Elite Awards
- Mentored new team members and acted as interim leader in absence of management
- Surpassed first-year sales goals, receiving recognition as a top producer
- Sales Agent of the Year
- President's Elite Agent 2004, 2008, 2010, 2012, 2017, 2018
- Continuously chosen to collaborate with product management, actuary, and information systems, improving team performance
Insurance Agent
INTERNATIONAL BANK OF COMMERCE
01.2003 - 01.2004
- Provided tailored insurance solutions to individual, commercial, and group clients
- Developed and implemented marketing campaigns, expanding the customer base
Insurance Customer Account Professional
USAA
01.2000 - 01.2002
- Managed a diverse portfolio of customer accounts and supported internal teams in streamlining processes
- Earned multiple awards for excellence in customer service and performance
Education
Bachelor Of Arts - Communications
University of Texas
San Antonio, TXCPCU and API Designation Coursework -
IIA
Certificate in General Insurance -
IIA
01.2007
General Lines Agent - Property & Casualty Life -
Texas Department of Insurance
01.2002
Skills
- Sales Strategy & Execution
- Customer Relationship Management
- High-Impact Presentations
- Leadership & Team Development
- Insurance Underwriting & Risk Assessment
- Business Development
- Software & Data Management
Awards
- Be Legendary President's Award
- Agent of the Year
- President's Elite Awards (2010, 2014)
- Top Membership, Auto, and Home Sales
Community Service
- Parent Volunteer, St. George Episcopal School
- Adopt-A-Family Volunteer
- Charming Pet Rescue Volunteer
Education And Licenses
- BA in Communications, University of Texas, San Antonio, TX
- General Lines Agent - Property and Casualty Insurance License, 02/01/02
- Certificate in General Insurance, IIA, 01/01/07
- CPCU and API Designation Coursework, Ongoing
Timeline
Insurance Agent
INTERNATIONAL BANK OF COMMERCE
01.2003 - 01.2004
Sales Agent
AAA TEXAS
01.2002 - Current
Insurance Customer Account Professional
USAA
01.2000 - 01.2002
Certificate in General Insurance -
IIA
Bachelor Of Arts - Communications
University of Texas
CPCU and API Designation Coursework -
IIA
General Lines Agent - Property & Casualty Life -
Texas Department of Insurance
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