Rebecca Thomas
Louisville,KY
Summary
Driven Insurance Sales Agent with 15+ years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Outgoing individual with great task prioritization skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Agent
Agentlink/Accretive
02.2017 - Current
- Upsold additional products and services after identifying customer needs and requirements.
- Obtained underwriting approval by completing application for coverage.
- Generated quotes and proposals for clients to match individual needs.
- Followed up promptly with interested clients to close sales.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
VP of Operations/Salesperson
Preferred Insurance Group
01.2015 - 02.2017
- Managed 6 employees to maximize productivity while training staff on best practices and protocols.
- Accomplished multiple tasks within established timeframes.
- Developed and maintained relationships with customers and carriers through account development.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
Executive Assistant to the Managing Partner
Agentlink/Preferred Insurance Group
11.2013 - 12.2014
- Answered high volume of phone calls and email inquiries.
- Updated and maintained confidential databases and records.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Created and managed office systems to efficiently deal with documentation.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Promoted team productivity by keeping supplies organized and well-stocked.
Agent Services Representative
Anthem
04.2012 - 11.2013
- Delivered world-class agent service to internal and external sales agents.
- Provided accurate information by utilizing proper systems, department tools and product brochures.
- Actively listened to agents, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of sales agents calls with minimal wait times.
Education
Associate of Arts - Business Administration And Management, General
Spencerian College - Louisville
Louisville, KY03.1989
Skills
- Client Account Management
- Sales Quota Achievement
- Insurance Industry Knowledge
- Cross-Promote Products
- Team Training
- Persuasive Selling
- Professional Relationships
- CRM Tracking
- Account Management
- Customer Referrals
- Insurance Sales
- Production Goals
- Carrier Relations
Certification
- Health & Life Licensed for KY, IN, OH, FL, TN
- AHIP Recertification Annually
- Certified with Federal and State Exchanges for Individual Sales
- Certified for Medicare Supplements, MAPD/PDP Sales with most carriers annually.
Timeline
Licensed Insurance Sales Agent
Agentlink/Accretive
02.2017 - Current
VP of Operations/Salesperson
Preferred Insurance Group
01.2015 - 02.2017
Executive Assistant to the Managing Partner
Agentlink/Preferred Insurance Group
11.2013 - 12.2014
Agent Services Representative
Anthem
04.2012 - 11.2013
Associate of Arts - Business Administration And Management, General
Spencerian College - Louisville
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