Polly McDonald
San Antonio,TX
Summary
Dynamic individual with hands-on experience in property & casualty as well as residential real estate, and have a talent for navigating challenges. Brings strong problem-solving skills and a proactive approach to new tasks. Known for adaptability, creativity, and a results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Licensed Insurance Professional II
USAA
01.2023 - Current
- Prepare quotes for home, auto, and umbrella insurance based on members' requirements and needs, maintaining a sales quote rate of over 50% consistently
- Process payments from members in accordance with established payment methods
- Create new sales opportunities by maintaining our mission and service excellence standards and keeping in compliance with state and federal laws
- Provide retention-generating solutions to those members unsure of the value of their policies
- Build relationships with members by embracing 'living room conversations', finding gaps and protecting members
- Support and mentor teammates with knowledge, support, and encouragement
- Passionate about learning and committed to continual improvement
Realtor Associate
Keller Williams Realty
01.2007 - 01.2020
- Working with friends and acquaintances to assist them in the buying and selling process of their homes and land in the San Antonio and Hill Country area
- Military Relocation Specialist
- Liaised between buyers and sellers to provide positive experiences for both parties.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated, facilitated, and managed real estate transactions.
Order Specialist
QVC, Inc
01.2014 - 01.2016
- Ensured accurate, efficient processing of customer orders with the highest level of customer satisfaction
- Maintained a very low call handling time and exceptional quality ratings
- Processed customer orders in line with established policies and procedures.
Education
Real Estate Licensing Coursework
Northwest Vista College
San Antonio, TX01.2018
PC Basics, CompTIA, Linux
Rackspace Cloud Academy
San Antonio, TX01.2014
Real Estate Licensing Coursework
Kaplan College
Houston, TX08-2003
Skills
- Insurance Industry Knowledge
- Account Management
- Production and Departmental Goals
- Policy Adjustment Knowledge
- Military Families Experience
- Risk Management
- AINS 101
- Policy Management Expertise
- Account Retention
- Customer Needs
- Product Knowledge
- Contract Review and Analysis
- Sales
- Military Relocation Professional Certification
Certification
- Licensed Realtor - 2007-present
Military Relocation Specialist, National Association of Realtors - 2018-2023
Graduate, Realtor Institute, National Association of Realtors - 2020-2023
Timeline
Licensed Insurance Professional II
USAA
01.2023 - Current
Order Specialist
QVC, Inc
01.2014 - 01.2016
Realtor Associate
Keller Williams Realty
01.2007 - 01.2020
- Licensed Realtor - 2007-present
Military Relocation Specialist, National Association of Realtors - 2018-2023
Graduate, Realtor Institute, National Association of Realtors - 2020-2023
Real Estate Licensing Coursework
Northwest Vista College
PC Basics, CompTIA, Linux
Rackspace Cloud Academy
Real Estate Licensing Coursework
Kaplan College
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