Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Timeline
Generic

Sally Dedushi

Middletown,CT

Summary

Driven Property & Casualty Agent with 30 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.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Property and Casualty Insurance Agent

Grasso Associates
08.2018 - 02.2024
  • Transformed non downloadable, client and policy information from Prime agency system to Doris agency management system.
  • Maintained up to date records of client interactions,policy changes and renewals.
  • Print and follow up month to month expiration list.
  • Maintain follow-ups on non-renewal policies and cancellations.
  • Handled approximately 500 outbound and inbound sales and service related calls and emails per week.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Set up PL Rater. Achieved time saving results on confirmed quotes. Getting back to clients in lightening speed.
  • Re-market policies with large increases through PL Rater, RPS, Monarch and other wholesalers when needed.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Conducted comprehensive risk assessments for prospective clients, identifying specific needs and recommending appropriate coverage solutions.
  • Mentored new Producer by providing guidance on industry best practices, fostering professional growth within our team..
  • Provided expert advice on property and casualty insurance options, ensuring clients were well-informed to make educated decisions.
  • Improved customer satisfaction by providing exceptional service and addressing policyholder concerns .

Insurance Producer

Burton Insurance
09.2017 - 09.2018
  • Implemented marketing strategies to generate new leads and expand client base.
  • Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
  • Improved cross-selling strategy by analyzing existing client portfolios for potential upsell opportunities.
  • Improved retention in first year from 35 percent to 85 percent.
  • Achieved outstanding results for outside sales visiting local business's door to door.
  • Attended Chamber of Commerce gatherings, building relationships and sales in our community.

Education

Property And Casualty Insurance Required Course - Property And Casualty Insurance

University of New Haven
West Haven, CT
1990

Skills

  • Property & Casualty License
  • Customer Service
  • Customer Retention
  • Communication
  • MS Office
  • Agency Management
  • Account management
  • Product knowledge
  • Cross selling
  • Quotes and sales

Additional Information

  • 2019,2020,2021 UPC - Sales awards for new sales of Home Insurance Policies
  • 2012-2015 -Won several Company awards for sales. Number one in territory for Life Insurance appointments set.
  • 1992 - Created a Marketing plan and open my own Insurance Agency

Certification

  • Property and Casualty Insurance Producer License - 1990-Present

Timeline

Property and Casualty Insurance Agent

Grasso Associates
08.2018 - 02.2024

Insurance Producer

Burton Insurance
09.2017 - 09.2018

Property And Casualty Insurance Required Course - Property And Casualty Insurance

University of New Haven

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Sally Dedushi