Peyton Stammer
Lincoln,NE
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Insightful Insurance Sales Agent bringing 11 years of insurance product and policy management expertise to growing organizations. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Services Specialist
Farmers Union Midwest Agency
Lincoln, NE
05.2023 - Current
- Managed over 50 customer calls per day.
- Implemented targeted strategies to drive a 15 percent growth in business revenue.
- Analyzed insurance industry changes to ensure compliance with evolving trends and protocols.
- Designed and launched targeted outreach initiatives aimed at improving customer interaction and satisfaction.
- Led financial planning and analysis initiatives to enhance budget accuracy and resource allocation.
- Facilitated professional development of junior staff by mentoring in financial forecasting techniques, strengthening team dynamics.
- Developed strategic financial models to support business growth and investment decisions.
- Developed strong relationships with clients, leading to increased referrals and business growth.
- Evaluated and updated policies to ensure alignment with current regulatory requirements.
- Assessed customer requirements and articulated policy features to recommend tailored insurance solutions.
Agent Success Manager
Senior Insurance Marketing
Lincoln, NE
08.2018 - 09.2022
- Worked closely with business owners to train and educate on new Department of Insurance policies and procedures.
- Formulated and implemented comprehensive marketing strategies to elevate brand visibility.
- Oversaw cross-departmental efforts to integrate marketing initiatives with key business priorities.
- Analyzed new carrier offerings and incentives, determining the most suitable products for a diverse agent network of 15,000 across the country.
- Facilitated recruitment, hiring, and training of seasonal and full-time employees to cultivate a dedicated, deadline-driven team.
- Directed product development, marketing strategies, and product launches for over 100 carriers nationwide.
- Worked closely with product development teams to create and maintain marketing materials for sales presentations and client meetings.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Monitored competitor activity, remaining ahead of market trends and capitalizing on opportunities.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
- Analyzed feedback to identify areas for improvement and enhance customer experiences.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Developed strong communication and organizational skills through working on group projects.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
New Business Specialist
Allstate
Lincoln, NE
01.2015 - 03.2018
- Tracked application status throughout review process.
- Prospected and contacted leads to maintain consistent flow of conversion opportunities.
- Supported work of field sales team with knowledgeable and efficient clerical assistance.
- Examined and processed New Business and Term Conversion applications for agents across all 50 states.
- Designed and implemented risk management system to identify and mitigate potential risks.
- Engaged with customers to build business relationships.
- Proactively engaged customers in various departments in order to provide in-depth product knowledge in a non-commissioned environment.
Education
High School Diploma -
Lincoln North Star
Lincoln, NE05-2013
Skills
- Proficient in Salesforce and OneHQ CRM functions
- Clear Verbal and Written communication to present ideas effectively
- Adobe, Excel, Word, PowerPoint, SharePoint
- Strategically resolving conflicts to maintain productivity and morale
- Account management
- Vendor partnership development
- Business growth and retention
- Product Knowledge
Certification
Life, Health and Annuity License - 2018 to 2026
Affiliations
- Autism Family Network
- Children's Nebraska
Timeline
Financial Services Specialist
Farmers Union Midwest Agency
05.2023 - Current
Agent Success Manager
Senior Insurance Marketing
08.2018 - 09.2022
New Business Specialist
Allstate
01.2015 - 03.2018
High School Diploma -
Lincoln North Star