SALLY KEEFE
San Marcos,TX
Summary
Licensed Insurance Professional with solid work ethic and strong background in high value client relationship management, policy sales, and risk assessment. Skilled sales representative and Underwriting Risk Assessment for all new business.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive company success and contribute to organizational growth.
Overview
1
1
Language
1
1
Certification
22
22
years of professional experience
Work History
Personal Lines Insurance Sales Advisor
Donegan Insurance Agency
05.2025 - Current
- Developed tailored insurance solutions to meet diverse client needs.
- Conducted comprehensive policy reviews to ensure optimal coverage for clients.
- Educated clients on policy options, enhancing understanding and satisfaction.
- Streamlined sales processes, improving efficiency in client onboarding and service delivery.
- Analyzed market trends to adjust sales strategies and remain competitive in the industry.
- Developed strong relationships with clients, leading to increased referrals and business growth.
- Increased customer satisfaction by providing personalized insurance solutions tailored to individual needs.
- Collaborated with underwriters to ensure appropriate coverage for clients at competitive rates.
- Served as a trusted advisor to clients, offering guidance on complex insurance concepts and recommending suitable products based on their unique situations.
Licensed Insurance Agent/Yacht Acct Manager
Policy Watch
06.2019 - 02.2025
- Provided customer service and sales to private clients by responding to inquiries, resolving complaints and providing policy information.
- Identified gaps in existing coverage and recommended additional services to meet customer needs. Underwriting requirement overview.
- Analyzed clients' current insurance policies and suggested additions or other changes.
- Processed payments for insurance policies, including premiums, renewals and cancellations.
- Facilitated training sessions for staff on regulatory compliance and best practices in policy advocacy.
- Managed a portfolio of accounts by monitoring account activity, issuing invoices, collecting payments and ensuring timely renewal dates.
- Followed up with clients to determine satisfaction with received services.
- Epic System, AMS360, Word/ Excel.
Licensed Insurance Agent/Property & Casualty -Life
Shelley Adam Farmers Agency
03.2015 - 06.2019
- Provided customer service to clients by responding to inquiries, resolving complaints and providing policy information.
- Identified gaps in existing coverage and recommended additional services to meet customer needs.
- Analyzed clients' current insurance policies and suggested additions or other changes.
- Assisted customers with the filing of claims, including gathering necessary documents and verifying accuracy of information provided.
- Developed relationships with clients and maintained contact to ensure customer satisfaction.
- Processed payments for insurance policies, including premiums, renewals and cancellations.
Licensed Insurance Agent/Property & Casualty -Life
Mike Littau Farmers Insurance Agency
08.2012 - 10.2014
- Provided customer service to clients by responding to inquiries, resolving complaints and providing policy information.
- Identified gaps in existing coverage and recommended additional services to meet customer needs.
- Contacted prospective and current clients via telephone to provide quote and policy information.
- Assisted customers with the filing of claims, including gathering necessary documents and verifying accuracy of information provided.
- Developed relationships with clients and maintained contact to ensure customer satisfaction.
- Processed payments for insurance policies, including premiums, renewals and cancellations.
- Used company software to analyze customer coverage needs, write quotes, and issue policies.
Licensed Insurance Agent/Property & Casualty
Morgan Insurance Agency
05.2008 - 06.2011
- Provided customer service to clients by responding to inquiries, resolving complaints and providing policy information.
- Analyzed clients' current insurance policies and suggested additions or other changes.
- Developed relationships with clients and maintained contact to ensure customer satisfaction.
- Performed regular reviews of existing accounts for renewal opportunities or changes in coverage requirements.
- Researched state regulations regarding insurance policies and ensured compliance with applicable laws.
- Maintained accurate records of all transactions in agency database system.
- Applied TAM System
CFO/Administration
Syntech Engineering
04.2004 - 05.2008
- Responded promptly to all customer inquiries via phone or email within established timeframes.
- Processed invoices, purchase orders and other documents accurately and efficiently.
- Managed detailed filing system for organizing client records.
- Performed invoicing and budget tracking tasks to monitor financial progress.
- Accts Payable/Receivable, payroll, taxes, both sales and payroll taxes.
- Inventory Control
- P&L Financial Reports
- Quickbooks/ Word/Excel
Education
Associate of Science -
MHCC, Gresham Oregon
Skills
- Sales strategy development
- Goal oriented
- Risk management
- Carrier relations
- Sales quota achievement
- Teamwork and collaboration
- Time management
- Multitasking Abilities
- Reliability
- Quotes and sales
- Written communication
- Billing procedures
- Attention to detail
- Problem-solving abilities
Certification
General Lines Agent #2010187, National Producer # 10996283
Personal Information
Title: LICENSED INSURANCE SPECIALIST
Languages
English
Timeline
Personal Lines Insurance Sales Advisor
Donegan Insurance Agency
05.2025 - Current
Licensed Insurance Agent/Yacht Acct Manager
Policy Watch
06.2019 - 02.2025
Licensed Insurance Agent/Property & Casualty -Life
Shelley Adam Farmers Agency
03.2015 - 06.2019
Licensed Insurance Agent/Property & Casualty -Life
Mike Littau Farmers Insurance Agency
08.2012 - 10.2014
Licensed Insurance Agent/Property & Casualty
Morgan Insurance Agency
05.2008 - 06.2011
CFO/Administration
Syntech Engineering
04.2004 - 05.2008
Associate of Science -
MHCC, Gresham Oregon