Sandi Benson
Naples,FL
Summary
Dynamic insurance professional with a proven track record. Skilled in developing tailored insurance solutions, I consistently exceeded sales goals by identifying new business opportunities. My professionalism and strong client relationships drive satisfaction and retention in a competitive market.
Overview
34
34
years of professional experience
Work History
Insurance Agent
Starkweather & Shepley
06.2021 - 09.2024
- Developed comprehensive insurance plans tailored to client needs and risk assessments.
- Built strong relationships with clients through consistent communication and excellent customer service.
Account Executive
Arthur J. Gallagher
09.2017 - 06.2021
- Cultivated strong client relationships, enhancing customer satisfaction and retention.
- Developed tailored insurance solutions, addressing unique client needs and risks.
- Led client presentations, effectively communicating complex insurance concepts and benefits.
Account Executive
Lutgert Insurance
03.2008 - 09.2017
- Collaborated with underwriting teams to ensure comprehensive risk assessments for clients.
- Mentored junior account executives, fostering professional development and skill enhancement.
- Drove initiatives to exceed sales targets through proactive networking and relationship-building efforts.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Risk Manager
Insurance and Risk Management Services
03.2002 - 2008
- Power Point Presentation for Condo Unit Owners regarding the insurance differences between the Associations responsibilities and the Unit Owners.
- Monitored industry trends to proactively address emerging risks and opportunities.
- Streamlined reporting processes, improving accuracy of risk-related documentation.
Account Manager
Gulfshore Insurance
09.1990 - 03.2002
- Cultivated strong client relationships, ensuring high levels of satisfaction and retention.
- Developed tailored insurance solutions based on client needs and market trends.
- Facilitated effective communication between clients and internal teams to streamline service delivery.
- Analyzed policy performance, identifying opportunities for enhancement and growth.
- Mentored junior account staff, fostering professional development and teamwork.
Education
No Degree - Property And Casualty Insurance License
Michigan State University
East Lansing, MI06-1985
High School Diploma -
Rochester Adams High School
Rochester, MI01-1978
Skills
- Licensed insurance agent
- Professionalism and ethics
Timeline
Insurance Agent
Starkweather & Shepley
06.2021 - 09.2024
Account Executive
Arthur J. Gallagher
09.2017 - 06.2021
Account Executive
Lutgert Insurance
03.2008 - 09.2017
Risk Manager
Insurance and Risk Management Services
03.2002 - 2008
Account Manager
Gulfshore Insurance
09.1990 - 03.2002
No Degree - Property And Casualty Insurance License
Michigan State University
High School Diploma -
Rochester Adams High School