Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Phillip Stern

Aurora,CO

Summary

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

Overview

13
13
years of professional experience
1
1
Certification

Work History

CO Insurance Sales Agent CIC

AAA Colorado - Auto Club Group
01.2017 - Current

● 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.

Aquatics Manager

City Of Fort Collins
03.2010 - 09.2016
  • Supervised aquatic staff and administered performance evaluations to communicate expectations .

● 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

  • Provided supervision, instruction and coaching to 15 to 20 employees on shift simultaneously

● Cultivated positive relationships with patrons, supervised staff, and community members

Education

Bachelor of Arts - Medical Anthropology

Colorado State University
Fort Collins, CO
05.2015

Skills

  • Coaching and Mentoring
  • Operations Management
  • Collaborate Cross-Functionally
  • Business Planning
  • Consultative Selling Techniques
  • Customer Satisfaction
  • Agent Support
  • Insurance Knowledge
  • Oral and Writing Communication
  • Collaborative Environments
  • Cross-Promote Products
  • Client Needs Analysis

Accomplishments

    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.

Certification

  • Licensed Property, Casualty, Life and Health Agent


Timeline

CO Insurance Sales Agent CIC

AAA Colorado - Auto Club Group
01.2017 - Current

Aquatics Manager

City Of Fort Collins
03.2010 - 09.2016

Bachelor of Arts - Medical Anthropology

Colorado State University
Phillip Stern