Proven Insurance Sales Agent with a strong record of exceeding sales goals and achieving client satisfaction. Skilled in needs analysis and policy writing, dedicated to developing tailored insurance solutions.
Overview
10
10
years of professional experience
2
2
Certifications
Work History
Insurance Sales Agent
Becky Ledbetter State Farm
Broomfield, Colorado
09.2022 - 01.2026
Exceeded company sales goals for new policies.
Achieved State Farm Charmin Circle goal through dedicated client engagement.
Wrote a total of 40-70 policies every month.
Wrote a total of 5-12 life insurance policies a month.
Developed tailored insurance solutions for diverse client needs.
Conducted needs analysis to provide tailored insurance solutions, aligning with client requirements in life, health, and auto insurance.
Identified cross-selling opportunities, enhancing client portfolios and increasing policy uptake.
Built relationships with existing clients by providing exceptional service.
Developed customer service strategy to maximize client satisfaction.
Educated clients on various insurance products and options available.
Assisted clients with claims processes and documentation requirements.
Collaborated with team members to enhance service delivery and client satisfaction.
Insurance Sales Agent
Gene Mondragon State Farm
Denver, CO
12.2015 - 08.2022
Assisted clients in selecting appropriate coverage options for their needs.
Conducted comprehensive needs analysis to offer appropriate insurance products, including life, health, auto and home insurance.
Generated leads through cold calling, networking, and referrals, contributing to increased policy sales.
Met monthly goals of writing a minimum of 40-50 policy applications for home and auto insurance.
Processed applications and paperwork related to policy issuance or renewal.
Assisted clients with claims processes and documentation requirements.
Built relationships with existing clients by providing exceptional service.
Counseled Spanish-speaking clients on coverage options tailored to their individual needs.
Developed customer service strategy that enhanced client satisfaction and retention.
Led team efforts to achieve office goals, fostering collaboration and driving overall performance.