Highly productive and knowledgeable agent that achieved record sales goals in Personal and Commercial lines of insurance with sustained success for 6 years, receiving 3 different awards including for top sales 2018 Direct Sales Unit and AAA corporate citizenship. Enthusiastic to support and coach teammates and is a capable and willing leader that naturally volunteers to step into leadership roles. Acquired strategies for effective communication while working closely with multiple CO insurance carriers during tenure as Agent at different levels (Support, Management, Technical departments). Strong communication and interpersonal skills with a desire to streamline interoffice and interdepartmental communication to improve efficiency and support the AAA connected member vision
● Direct sales to customers in person and over the phone with total written premiums over 3 million USD
● Appointed and knowledgeable with 8 different insurance carriers in Colorado using extensive product expertise to cross sell insurance products to existing clients to reach sales goals.
● Consistently performed above performance goals and exceeded goals frequently in property and casualty and a leader in commercial sales
● Securely prepared and reviewed over 2000 insurance applications while handling sensitive Personal Identifiable Information (PII) of customers in compliance with PCI standards with no breaches of PII
● Maintained high standards of excellent customer service demonstrated by consistent positive customer reviews, long term relationships with customers, and commendations to supervisors by clients.
● Managed and maintained multiple municipal recreation facilities overseeing up to 500 individuals at once
● Exhibited excellent customer service abilities applied in daily interactions with patrons of all ages, backgrounds, and abilities
● Cultivated positive relationships with patrons, supervised staff, and community members
MS Charity Walk 2017-2018 including forming a AAA support group that attended in 2017
Recipient of AAA Colorado Corporate Citizenship award in 2017 and Rookie agent of the year 2018
Volunteered to mentor in the Agent mentorship program working with new agents to integrate them into the workforce and collaborate to achieve greater success
Participant in multiple CSAA pilot programs, AAA commercial pilot programs and product testing for AAA CO leading to higher sales and greater product knowledge.