Ryan Fellers

• Developed and implemented customized insurance policies aligned with client needs.
• Oversaw customer service interactions to enhance client satisfaction and retention.
• Utilized CRM software for efficient tracking of client interactions and policy renewals.
• Advised clients on additional coverage options beyond existing policies.
• Maintained financial records, including invoices, expense reports, and ledgers for accounts receivable and payable.

• Aligned sales activities with company goals and strategies to enhance performance.
• Tracked sales activities and managed client interactions using CRM software.
• Maintained client accounts and updated CRM system with pertinent information.
• Identified sales process improvement areas and developed effective solutions.
• Fostered long-term relationships through consistent communication with repeat customers.

Broke previous sales and commission records set by account managers.

• Oversaw multiple accounts, consistently surpassing performance targets.
• Analyzed customer needs to recommend optimal products and services.
• Educated clients on insurance coverage options to maximize cost-effective purchases.
• Communicated with clients via phone and email to address inquiries and provide services.
• Leveraged CRM system to manage sales activities and track performance metrics.
• Tracked referral and appointment data in CRM database for improved targeting.
• Drove significant sales growth through suggestive selling and promotion of add-on purchases.

• Prepared closing documents meticulously, ensuring accuracy and timely processes.
• Reviewed contracts and commitments to assemble documentation for seamless final transactions.
• Verified funds and examined documents to uphold compliance with escrow regulations.
• Closed purchase transactions in multi-state environments, consistently meeting customer expectations.
• Supervised workflow of 5-person team to enhance productivity and efficiency.
• Ensured adherence to purchase contract terms while preparing accurate settlement statements.
• Communicated proactively to facilitate smooth transactions and avoid delays.