Salesforce
Randi Tucker
Marshall,MI
Summary
Results-driven professional looking for a full-time career that utilizes my field experience with coaching & consulting on sales processes & marketing strategies. Having over 18 years of experience influencing independent contract agents by building strong relationships to enhance their productivity and drive sales growth. Coached agents to perform activities to enhance their online presence to achieve increased online leads. Excelled in gap analysis and coaching, fostering agent success, and streamlining processes for efficiency. If you are looking for a hardworking experienced professional with over 20 years of insurance experience, look no further.
Overview
24
24
years of professional experience
5
5
Insurance Designations/Licenses
Work History
Senior Agency Field Specialist
State Farm Insurance
12.2005 - Current
- Consulted with over 100 Independent Contract Agents (ICA) on sales processes and sales funnel strategies to increase quote volume & production.
- Assisted ICA with digital strategies including purchasing keywords, updating their website, implementing a Google review process, and responding to reviews within 24 hours These activities led to more online sales leads to enable growth.
- Through using Salesforce, I conducted gap analysis to identify areas of opportunity in an agent's sales process and coached the agent on how to close that gap.
- Enhanced agent productivity by implementing streamlined sales processes and providing ongoing support.
- Served as a trusted advisor for agents by addressing questions or concerns promptly and professionally.
- Streamlined internal processes by identifying inefficiencies and recommending actionable solutions.
- Conducted comprehensive market research to identify growth opportunities.
- Implemented innovative marketing campaigns that increased brand awareness and generated new business leads.
- Performed a variety of evolving tasks and field activities by being organized and time management.
Fire Claim Representative
State Farm Insurance
01.2004 - 12.2005
- Enhanced customer satisfaction by providing timely and thorough communication throughout the claims process.
- Determined causes of fire claims and identified potential third-party responsibility for subrogation potential.
- Negotiated fair settlements with policyholders, ensuring all parties reached a satisfactory agreement.
- Reduced potential fraud cases by identifying suspicious claims through detailed investigations.
- Managed caseloads effectively, prioritizing urgent cases to expedite resolutions for policyholders in need.
- Proactively communicated with clients throughout the entire claims process, addressing any questions or concerns they had along the way.
Auto Underwriting Team Leader
State Farm Insurance
10.2000 - 12.2003
- Determined auto eligibility based on Michigan eligibility guidelines.
- Monitor over 50 auto applications each day to identify trends & coaching opportunities in agents' offices.
- Led training sessions to enhance agent & agent team members' knowledge and skills in auto underwriting.
- Team Lead in the New Business Non-Bind Program by working with agents who were having profitability issues across the state of Michigan.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Maintained an inclusive and diverse team culture, promoting respect and understanding among all members.
- Held weekly team meetings to inform team members on company news and updates.
Education
Bachelor of Science - Marketing
Central Michigan University
Mount Pleasant, MI05.2001
Skills
- Influence without Authority
- Leadership
- Relationship Building
- Marketing Strategy Implementation
- Digital Marketing Strategies
- Gap Analysis
- Process Consulting
- Agent Business Planning
Certification
- Property & Casualty Insurance License - January 2006
- Life & Health Insurance License - February 2006
- Chartered Life Underwriter (CLU) Designation - August 2017
- Chartered Financial Consultant (ChFC) Designation - August 2018
- Associate in General Insurance (AINS) Designation - January 2020
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteHybridImportant To Me
Work-life balanceCareer advancementPaid time offWork from home optionPaid sick leaveFlexible work hoursSoftware
Microsoft Word
Microsoft Excel
Microsoft Powerpoint
OneNote
Outlook
Timeline
Senior Agency Field Specialist
State Farm Insurance
12.2005 - Current
Fire Claim Representative
State Farm Insurance
01.2004 - 12.2005
Auto Underwriting Team Leader
State Farm Insurance
10.2000 - 12.2003
Bachelor of Science - Marketing
Central Michigan University
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