
Proactive and customer-focused sales leader with over a decade of experience in insurance and service-based industries. Adept at optimizing sales performance, retaining clients, and streamlining processes for profitability. Demonstrates strong leadership, cross-functional collaboration, and consistent top-tier performance through data-driven strategies and relationship-building.
REMOTE SALES AGENT/CSR | 05/2024 - Current
Choice Insurance Group - St. Augustine, FL
• Maintains a $4M book of business while personally handling 95% of all inbound customer inquiries, demonstrating superior ownership of customer relationships.
• Delivers a 90–95% client retention rate by executing clear communication and timely policy management across multiple client segments.
• Navigates and documents client data accurately using QQ Catalyst CRM, ensuring regulatory compliance and data integrity.
• Collaborates cross-departmentally to support upselling and renewal initiatives that resulted in a 20% increase in repeat business.
Strong interpersonal collaboration
Ethical problem-solving under pressure
Clear professional communication
Proactive client relationship management
Result-focused decision making
CRM software proficiency (AMS 360, QQ Catalyst)
High-volume call handling and documentation
Policy quoting, binding, and renewals
Insurance compliance and regulatory knowledge
Order processing and data entry accuracy