Summary
Overview
Work History
Education
Skills
Certification
Business Lines
Timeline
Generic
Samantha Everley

Samantha Everley

port st lucie,FL

Summary

Licensed Insurance Sales and Customer Service Professional with over 8 years of experience across property & casualty, health, and Medicare insurance. Proven record of exceeding sales goals, driving client retention, and delivering personalized coverage solutions. Expert in CRM systems, policy administration, and compliance across 24 states. Dedicated to building long-term client relationships and enhancing customer satisfaction.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Insurance Sales & Service Agent

The Schor Family Agency
12.2024 - Current
  • Demonstrated adaptability by quickly learning new systems, tools, and procedures as needed for optimal performance.
  • Utilized strong communication skills to effectively address customer concerns and provide solutions that met their needs.
  • Assisted clients with inquiries, resolving issues promptly and professionally for improved client relations.
  • Handled challenging situations calmly and professionally, finding effective solutions under pressure without compromising quality of service delivery.
  • Participated in regular meetings to discuss performance metrics, identify areas for improvement, and develop strategies to achieve goals.

Insurance Customer Service Representative

AAA The Auto Club Group
10.2021 - 05.2023
  • Responded promptly to customer inquiries via phone and email, resolving policy questions and concerns.
  • Processed applications, renewals, cancellations, upgrades, and downgrades in a timely manner.
  • Generated and analyzed weekly membership reports to track renewals and cancellations.
  • Ensured compliance with company and regulatory standards in all customer interactions.
  • Collaborated across departments to resolve escalated customer issues and improve processes.

Insurance Sales Agent

Next Level Insurance
09.2020 - 10.2021
  • Developed and executed sales strategies to exceed monthly sales targets.
  • Analyzed clients' existing policies, recommending adjustments or additional coverage.
  • Built strong client relationships through service, policy reviews, and coverage education.
  • Identified and executed cross-selling opportunities among existing customers.

Insurance Sales Agent

Good2Go Auto Insurance
01.2018 - 09.2020
  • Advised clients on coverage needs based on financial and personal circumstances.
  • Managed policy issuance, renewals, and adjustments while maintaining compliance.
  • Maintained accurate client records in CRM system and processed all required paperwork.
  • Provided tailored solutions to improve customer retention and satisfaction.

Insurance Sales Agent (Seasonal)

Fiorella Insurance Agency
10.2017 - 01.2018
  • Guided clients through insurance policy selection and coverage adjustments.
  • Ensured accurate completion of applications and maintained CRM client records.
  • Performed proactive policy reviews and identified opportunities for cross-selling.

Server/To-Go Specialist

Olive Garden
06.2015 - 10.2017
  • Delivered excellent guest service while managing high-volume transactions.
  • Trained new employees on service procedures and food safety protocols.

Shift Manager

Moe's Southwest Grill
10.2013 - 06.2015
  • Supervised staff scheduling, training, and performance to meet operational goals.
  • Maintained inventory, ensured compliance with safety standards, and improved team performance.

Education

GED -

A.T.I Career Training Center
Doral, FL
08.2009

Skills

  • Insurance Sales & Policy Management
  • Client Acquisition & Retention
  • Cross-Selling & Upselling
  • Lead Development
  • CRM Software
  • Policy Renewals & Adjustments
  • Compliance Knowledge
  • Customer Service Excellence
  • Account Management
  • Problem Resolution

Certification

  • 2-15 Health and Life License
  • 20-44 General Lines Producer License
  • 2-20 General Lines Agent License

Business Lines

  • Home
  • Auto
  • Boat
  • Motorcycle
  • Renters
  • Dwelling Fire
  • Umbrella
  • Flood

Timeline

Insurance Sales & Service Agent

The Schor Family Agency
12.2024 - Current

Insurance Customer Service Representative

AAA The Auto Club Group
10.2021 - 05.2023

Insurance Sales Agent

Next Level Insurance
09.2020 - 10.2021

Insurance Sales Agent

Good2Go Auto Insurance
01.2018 - 09.2020

Insurance Sales Agent (Seasonal)

Fiorella Insurance Agency
10.2017 - 01.2018

Server/To-Go Specialist

Olive Garden
06.2015 - 10.2017

Shift Manager

Moe's Southwest Grill
10.2013 - 06.2015

GED -

A.T.I Career Training Center

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