Raven DeVault
EVERGREEN,CO
Summary
Dedicated Life Insurance Agent skilled in analyzing client needs and recommending tailored insurance solutions. Strong background in educating clients on policy benefits and ensuring compliance, leading to high retention rates and ongoing referrals.
Overview
16
16
years of professional experience
Work History
Licensed Life Insurance Agent
SelectQuote
Denver, CO
01.2017 - Current
- Guided clients through life insurance options to identify suitable policies and coverage levels.
- Educated clients on policy benefits, helping them make informed decisions regarding their financial future.
- Analyzed client needs to recommend tailored insurance solutions, enhancing customer satisfaction and retention.
- Collaborated with underwriting teams to expedite policy approvals and ensure compliance with industry regulations.
- Streamlined the application process for clients, ensuring timely submission and approval of life insurance policies.
- Enhanced client satisfaction by providing personalized insurance recommendations based on individual needs and financial goals.
- Educated clients on the importance of life insurance as part of their overall financial planning strategy.
- Maintained detailed records of client interactions and policy updates, ensuring accurate documentation at all times.
- Effectively managed a diverse client portfolio, resulting in strong retention rates and ongoing referrals.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Finalized sales and collected necessary deposits.
- Analyzed risk factors to recommend appropriate coverage levels.
VP Sales and Business Development
Denver Better Business Bureau
Denver, CO
09.2009 - 07.2015
- Led cross-functional teams to drive strategic initiatives and optimize organizational performance.
- Developed and implemented innovative strategies to enhance operational efficiency and customer satisfaction.
- Evaluated performance metrics, providing insights for continuous improvement in operational effectiveness.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Identified opportunities to improve business process flows and productivity.
- Increased company growth through collaboration with sales and marketing departments.
- Provided strong leadership to enhance team productivity and morale.
- Evaluated hiring, firing, and promotions requests.
- Developed innovative sales and marketing strategies to facilitate business expansion.
Education
Bachelor of Arts - Speech Communication
Metropolitan State University of Denver
Denver, CO05-2008
Skills
- Problem-solving abilities
- Call center customer service
- Critical thinking
- Excellent communication
- Customer follow-up
- Active listening
- Customer engagement
- Client needs analysis
- Relationship building
- Professionalism
- CRM software expertise
- Compliance
- Underwriting
- Insurance sales expertise
Timeline
Licensed Life Insurance Agent
SelectQuote
01.2017 - Current
VP Sales and Business Development
Denver Better Business Bureau
09.2009 - 07.2015
Bachelor of Arts - Speech Communication
Metropolitan State University of Denver