Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
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Raphael Douglas

Ontario,California

Summary

Goal-oriented sales generator and customer service professional who excels as a promoter of teamwork and creator of a positive and productive work environment. Highly ethical conduct, confidentiality and integrity, and an excellent professional reputation. A self-starter with the ability to multi-task in a fast-paced environment and meet deadlines and organize and maintain large amounts of diverse information with attention to detail. Skilled in training, supervision, motivation, and development of personnel. Exhibits integrity, commitment, with demonstrated ability to achieve results in a fast-paced environment. Enthusiastic and motivated professional looking to expand my career in sales and customer service.

Overview

12
12
years of professional experience

Work History

Senior Insurance Sales Advisor

Experian Insurance Service
09.2023 - Current
  • Efficiently sell P&C personal insurance policies via phone, email, text and chat
  • Analyze customers insurance needs based on their current insurance coverage
  • Clearly explain insurance proposals to customers leveraging a consultative and empathetic approach
  • Identify up-sell and cross-sell opportunities via gaps in coverage
  • Work effectively in a collaborative team environment
  • Utilize multiple different software systems to be successful in order to provide service
  • Successfully maximize opportunity in a high-volume call center environment.

Insurance Sales Agent

American Automobile Association of California
12.2021 - 08.2023
  • Utilize CRM systems to ensure that appropriate products and services are delivered to our members
  • Devise action plans and implement marketing campaigns to achieve performance goals
  • Create brand awareness and solicit business via trade shows, fairs, networking events and other industry related events
  • Ensure the transmittal of data information to insurance companies, DMV, and other financial institutions
  • Effectively decipher member concerns, identify liability risks, manage conflicts, and provides solutions to consumers
  • Research, develop and evaluate motor vehicle and accident reports, assess risks and document findings to determine insurability
  • Process and package high volumes of amendment orders, new business insurance policies and payment transactions, while maintaining an exceptional degree of accuracy
  • Support the underwriting team in the delivery of an effective and efficient administration service
  • Provide pre-underwriting and rating support to Underwriters and other team members
  • Support Underwriters to establish support needs for renewals and/or new business policies
  • Data verification, integrity, and accuracy

Retail Sales Associate

Spectrum
09.2018 - 11.2021
  • Consistently met and exceeded monthly sales goals, including mobile
  • Delivered a great customer experience and educated and engaged customers through product knowledge
  • Exhibited a strong knowledge of all products, pricing plans, promotions, and service features for Spectrum
  • Proficient in Charter & Time Warner systems and oversaw the daily audit and money management
  • Produced sales reports each week and submitted them to management
  • Created tactics to drive revenues and lead generation strategies to execute
  • Optimized available resources to reach out to prospects and transitioned those prospects into customers.

Assistant Manager/Business Account Executive

M & R Home Maintenance
06.2012 - 08.2018
  • Generated new service sales leads through cold calling and communication with existing customers
  • Resolve all customer concerns and issues in a prompt, professional manner
  • Execute administrative duties to support staff, including but not limited to scheduling appointments, keeping organized files, and processing and updating contact information
  • Deliver excellent customer service to establish rapport with customers and increase business growth
  • Lead the training and development of staff members to adhere to the policy and procedures of the company
  • Perform maintenance projects as assigned and meet deadlines as needed
  • Assist teams in formulating and implementing sales and promotional strategies to execute
  • Create sales reports each week and deliver them to management
  • Conducting sales meetings with various business owners to go over our services we have to offer
  • Utilize all available resources to reach out to prospects and attempt to turn those prospects into customers.

Education

Personal Lines Broker Agent License -

California Department of Insurance

Cisco Certified Network Associate -

California Institute of Arts & Technology

Bachelor’s degree in business management -

Oakwood University

Skills

  • Business Development
  • Sales Management
  • Customer Service
  • Marketing & Promotions
  • MS Office
  • Time Management
  • Lead Generation
  • Cold Calling
  • Project Management
  • Broker Experience
  • Leadership Team Building
  • Call Center Experience
  • Record Management
  • Document Preparation
  • Competitive Analysis
  • Contract Negotiations

Accomplishments

  • Increased individual sales and productivity by an average of 100%.
  • Developed a partnership with a local supply company to provide discounts to consumers on various products.
  • Created and implemented processes to help save the company money.

Timeline

Senior Insurance Sales Advisor

Experian Insurance Service
09.2023 - Current

Insurance Sales Agent

American Automobile Association of California
12.2021 - 08.2023

Retail Sales Associate

Spectrum
09.2018 - 11.2021

Assistant Manager/Business Account Executive

M & R Home Maintenance
06.2012 - 08.2018

Personal Lines Broker Agent License -

California Department of Insurance

Cisco Certified Network Associate -

California Institute of Arts & Technology

Bachelor’s degree in business management -

Oakwood University

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Raphael Douglas