Summary
Overview
Work History
Education
Skills
Accomplishments
Activities
Personal Information
Hobbies
Timeline
Generic
Philip McPherson

Philip McPherson

Hurricane,WV

Summary

Proactive Call Center professional bringing excellent leadership skills and capability to help staff meet and exceed customer expectations. Equipped to train, monitor and manage high-performance teams in fast-paced environments. Personable and decisive with expertise in diplomatic conflict resolution and consumer behavior.

Overview

17
17
years of professional experience

Work History

Insurance Sales Executive

AAA ALLIED GROUP
08.2019 - Current
  • Advise current and potential clients on home, auto, and life insurance benefits and options designed to provide personal and property protection in unforeseen circumstances. -Maintained accurate account of client information and enrolled policies in EPIC. -Research and stay abreast of current insurance regulations to proactively inform clients of policy updates. -Apply organization and time management skills when coordinating and responding to inbound telephone and email inquiries
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.
  • Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
  • Streamlined administrative tasks, improving overall office efficiency and productivity.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Finalized sales and collected necessary deposits.
  • Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Met with customers to provide information about available products and policies.
  • Educated clients on insurance policies and procedures.
  • Built strong relationships with clients through consistent communication and excellent customer service.

Licensed Sales Agent

MEDICARE PATHWAYS
08.2013 - 08.2019
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries. -Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients. -Customize insurance programs to suit individual customers, often covering variety of risks. -Explain features, advantages and disadvantages of various policies to promote sale of insurance plans. -Perform administrative tasks, such as maintaining records and handling policy renewals. -Aid in interviewing and training new agents and help them in growing there book to continue to be successful -Was given MVP Award every year for last 5 years of employment for being top sales agent in agency.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Enhanced company reputation through exceptional customer service and building strong relationships with clients.
  • Conducted comprehensive reviews of existing policies for clients, identifying gaps in coverage or areas where improvements could be made.
  • Maintained up-to-date knowledge of store sales, payment policies and security standards.
  • Improved client retention rates with thorough follow-ups and proactive communication regarding policy updates or changes.
  • Provided ongoing support to colleagues as needed, fostering a collaborative work environment focused on achieving shared goals.
  • Contributed to team success by consistently meeting and surpassing sales targets set by management.
  • Built customer loyalty and retention by delivering excellent shopping experiences.
  • Established trust with diverse clientele by demonstrating empathy, professionalism, and expertise throughout all engagements.

Insurance Producer

FOSTER AND ASSOCIATES ALLSTATE AGENCY
03.2013 - 07.2013
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage. -Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Insurance Sales Associate

DAVID SMYER STATE FARM
08.2011 - 03.2013
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients. -Help train and interview prospective new associates to the agency.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Collected premiums on or before effective date of coverage.
  • Exceeded sales targets consistently by employing effective closing techniques and addressing objections tactfully.
  • Developed sales strategies to increase sales of insurance policies.
  • Maintained detailed records of all interactions with prospects and clients using CRM software, ensuring accurate reporting of sales activities.
  • Met with customers to provide information about available products and policies.
  • Trained new team members on products, systems, and best practices, ensuring a seamless transition into their roles.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.

Call Center Representative/Help Desk

Ticketmaster
01.2007 - 01.2011
  • Maintained up-to-date knowledge of product and service changes.
  • Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
  • Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
  • Assisted and Trained new personnel regarding company operations, policies and services.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
  • Managed high call volumes while providing exceptional customer support and maintaining professional composure.

Education

Some College (No Degree) - Communication Studies

WEST VIRGINIA STATE UNIVERSITY
Institute, WV

High School Diploma -

SOUTH CHARLESTON HIGH SCHOOL
South Charleston, WV
05.2002

Skills

  • Sales
  • Cross-selling
  • Interpersonal skills
  • Communication
  • Collaboration
  • Leadership
  • Customer Service
  • Quotes and sales
  • Call Center Customer Service
  • New Agent Training
  • Industry Regulations
  • Property and Casualty Insurance
  • Quality Assurance Requirements
  • Life Insurance Sales
  • Relationship Building

Accomplishments

Was given the Safeco Award of Distinction, Agent of the Year Award in 2023


Have earned 2 incentive trips within the ACA Group in the first 4 years of service.

Activities

  • 2002, 2011, Interscholastic Sports Official
  • 2002, Coaching Upward Basketball
  • 2002, Southeast Church of the Nazarene Member

Personal Information

  • Date of Birth: 07/16/84
  • Nationality: White
  • Marital Status: Married

Hobbies

I give of my free time to the community by being a high school and college sports official.


I am a member of the Teays Valley Church of the Nazarene.

Timeline

Insurance Sales Executive

AAA ALLIED GROUP
08.2019 - Current

Licensed Sales Agent

MEDICARE PATHWAYS
08.2013 - 08.2019

Insurance Producer

FOSTER AND ASSOCIATES ALLSTATE AGENCY
03.2013 - 07.2013

Insurance Sales Associate

DAVID SMYER STATE FARM
08.2011 - 03.2013

Call Center Representative/Help Desk

Ticketmaster
01.2007 - 01.2011

Some College (No Degree) - Communication Studies

WEST VIRGINIA STATE UNIVERSITY

High School Diploma -

SOUTH CHARLESTON HIGH SCHOOL

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Philip McPherson