Summary
Work History
Overview
Education
Skills
Timeline
GeneralManager

Sandra Phillips

Austin,TX

Summary

Experienced Insurance Agent, gifted in connecting with customers to build rapport. Strong customer service skills, which ensures client satisfaction and builds retention. Knowledgeable about Health, Life, Supplemental, Property, and Casualty Insurance. Service-oriented and quality-focused with demonstrated success over 3 years of Insurance experience.

Work History

Licensed Insurance Agent

Luke Ramsay State Farm
Austin, TX
01.2022 - Current
  • Capitalize on upsell opportunities with offers of auto, home, renters, or life insurance and additional insurance policy options.
  • Attend continuing education courses and workshops to gain additional insurance industry knowledge.
  • Utilize targeted email campaigns and cold calling to increase revenue.
  • Calculate quotes and educate potential clients on insurance options.
  • Recommend type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Utilize advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
  • Leverage knowledge of company insurance products and services to advise customers on appropriate choices.
  • Develop sales leads from direct referrals, networking and targeted marketing campaigns.

Inside Sales Agent

Root Insurance
Colombus, Ohio
08.2021 - 11.2021
  • Handled inbound transfers of warm leads
  • Determined needs, delivered solutions and overcame objections through consultative selling skills.
  • Emphasized product features based on analysis of customers' needs.
  • Created and updated customer accounts with relevant information.
  • Used CRM software to maintain detailed contact logs and account records.

Licensed Insurance Agent

Colonial Life Insurance Company
Austin, Texas
05.2019 - 02.2021
  • Utilized targeted marketing efforts to increase revenue by cold calling.
  • Provided coverage option information to assist clients in protecting assets.
  • Promoted Colonial Life products and services using upselling and other sales strategies.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Developed sales leads from direct referrals and networking.
  • Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
  • Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
  • Extremely knowledgeable of company insurance products and services to advise customers on appropriate choices.
  • Calculated quotes and educated potential clients on insurance options.

Insurance Sales Representative

Professional Enrollment Concepts
Houston, TX
07.2019 - 12.2019
  • Handled inbound sales-related calls to qualify individuals interested in purchasing insurance coverage.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Generated sales by recommending policies and add-ons..
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Built relationships with clients through active listening and positive communication.

Social Services Case Manager

Legacy Austin
Austin, Texas
11.2018 - 05.2019
  • Exercised best practices when working with children of all ages, utilizing child psychology tenets to support diverse populations of youth.
  • Cultivated positive, trusting relationships with clients and community providers to promote effective coordination of resources.
  • Gathered information from mental and physical health and educational records to make recommendations and determine appropriate care plans.
  • Coordinated with social, public and welfare agencies to obtain and provide client information.
  • Scheduled and coordinated visits with clients in their homes monthly
  • Prepared necessary reports for case management using Extended Reach network to keep client’s case records
  • Assessed risk and safety concerns relating to children in their foster homes, ensured safety and normalcy
  • Developed Service Plans that established appropriate developmental goals for children in care Coordinated out-of-home placements
  • Identified and addressed clients’ physical and mental health/behavioral needs.

Insurance Agent

Aflac
Kansas City, MO
03.2017 - 07.2018
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Built relationships with clients through active listening and discovering needs to provide excellent service.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Utilized cold calling and visits to promote new prospects.

Associate Consultant

Clinique
Kansas City, MO
09.2016 - 07.2018
  • In one on one consultations, listened to clients’ concerns, analyzed needs, and suggest custom fit solutions accordingly.
  • Encouraged new business through networking and recruiting within retail setting.
  • Facilitated special events throughout district in various retail locations for Macy's, Dillard’s, Von Maur, and Nordstrom’s.

Children’s Case Manager

Jackson County Children's Division
Kansas City, MO
09.2015 - 08.2016
  • Scheduled and coordinated visits with clients in their homes monthly and entered detailed reports electronically by or before deadlines.
  • Handled casework documents required for each case.
  • Worked with families to develop safe and healthy environment for children with goal of keeping family together and functioning so that intervention is no longer necessary.
  • Maintained high level of confidentiality in all client cases, following strict guidelines and recommendations.
  • Participated in court proceedings by making recommendations for permanency planning and providing expert testimony.
  • Performed case management functions, including discharge planning, placement monitoring and crisis intervention.
  • Developed, implemented and documented status of children's health and wellbeing.

Quality Control Specialist

Recall Int’l
Kansas City, Missouri
04.2013 - 07.2015
  • Viewed images to determine quality, accepted or rejected, then pulled aperture cards to rescan and correct light/dark balance.
  • Inspected, verified and documented quantifiable characteristics of finished goods, comparing against customer specifications and company quality standards to achieve acceptable product.

Clinique Consultant

Macy's
Independence, MO
05.2011 - 12.2012
  • Met and exceeded sales goals by recommending appropriate solutions.
  • Needs, and suggested custom fit solutions accordingly.
  • Created repeat business by developing strong, ongoing, personal relationships with customers, and ensured satisfaction with personal contact. Encouraged new business through networking and recruiting.
    Routinely implemented special events to increase sales.
  • Consistently received positive feedback from clients in person and via management.
  • Provided training and mentoring to staff, leading by example, and coaching to strengths to enhance job performance. Facilitated entire staff of new consultants achieving accredited status.
  • Conducted product demonstrations to highlight features and redirect objections to positive benefits.
  • Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
  • Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
  • Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.

Insurance Agent

Banker's Life Insurance
Independence, MO
03.2010 - 05.2011
  • Called potential clients to schedule in home appointments.
  • Interview prospective clients to get data about their financial resources and discuss existing coverage.
  • Explain features of various policies.
  • Analyze clients’ current insurance policies and suggest additions or changes. Customize insurance programs to suit individual clients.
  • Maintain electronic and paper records and protect privacy.

Overview

12
12
years of professional experience

Education

Bachelor of Science - Psychology

University Of Central Missouri (UCM)
Warrensburg, MO
05.2010

Associate of Applied Science - Sales, Merchandising, And Marketing

Johnson County Community College
Overland Park, KS
05.1995

Skills

  • Thrived in positions by helping people achieve their goals by listening to their needs and making appropriate suggestions
  • Have enjoyed success in building rapport with clients which led to becoming top producer
  • Well-developed interpersonal skills: Advanced customer service and Problem Identification/ solving skills, Verbal Communication, Listening Skills
  • Prospecting skills, Lead development, Persuasive selling and Upselling experience, Overcoming Objections
  • Effective communicator, public speaker, Quick learner and strong leader
  • Professional demeanor: Responsible, dependable, self-directed High work ethic and sense of integrity
  • Enjoy working in fast paced environment, High Energy, self-motivated
  • Experienced with Microsoft Office Suite, Business development
  • Licensed in Property and Health Insurance

Timeline

Licensed Insurance Agent

Luke Ramsay State Farm
01.2022 - Current

Inside Sales Agent

Root Insurance
08.2021 - 11.2021

Insurance Sales Representative

Professional Enrollment Concepts
07.2019 - 12.2019

Licensed Insurance Agent

Colonial Life Insurance Company
05.2019 - 02.2021

Social Services Case Manager

Legacy Austin
11.2018 - 05.2019

Insurance Agent

Aflac
03.2017 - 07.2018

Associate Consultant

Clinique
09.2016 - 07.2018

Children’s Case Manager

Jackson County Children's Division
09.2015 - 08.2016

Quality Control Specialist

Recall Int’l
04.2013 - 07.2015

Clinique Consultant

Macy's
05.2011 - 12.2012

Insurance Agent

Banker's Life Insurance
03.2010 - 05.2011

Bachelor of Science - Psychology

University Of Central Missouri (UCM)

Associate of Applied Science - Sales, Merchandising, And Marketing

Johnson County Community College

Similar Profiles

  • ALBERTO ESCOBAR RUIZ

    ALBERTO ESCOBAR RUIZALBERTO ESCOBAR RUIZ

    Claim Specialist; and Producer at State Farm Corporate & State Farm AgencyClaim Specialist; and Producer at State Farm Corporate & State Farm Agency

    View Profile
  • Bethany Gandy

    Bethany GandyBethany Gandy

    Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm

    View Profile
  • Jourdon Hunter

    Jourdon HunterJourdon Hunter

    CLAIMS SPECIALIST at STATE FARMCLAIMS SPECIALIST at STATE FARM

    View Profile
Sandra Phillips