SARA MCMULLEN
Grimes,IA
Summary
Driven Insurance Sales Agent with 11 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. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Agent
Allstate
07.2021 - Current
- 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.
- Obtained underwriting approval by completing application for coverage.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Generated leads through cold-calling, networking and other outreach methods.
- Conducted annual reviews of existing policies to update information.
- Evaluated competitors' products and services to gain competitive advantage.
- Negotiated contracts and terms of sale with potential customers.
- Monitored customer feedback and identified areas of improvement.
Office Manager/Sales Agent Representative
State Farm Insurance
07.2012 - 08.2020
- Monitor market conditions, product innovations and competitor activity, and adjusted account sales approach to address latest market developments
- Wrote, proofed and edited sales proposals and correspondence
- Deliver exceptional account service to strengthen customer loyalty
- Gather all relevant materials for bid processes and coordinated bidding and contract approval
- Start to finish with claim process to insure customer satisfaction
- Provide financial review for existing clients
- Train all newly hired customer service positions
- Preform daily deposits and monthly Quicken register for Policy Premium Fund account
- Monitored market conditions, product innovations and competitor activity, and adjusted account sales approach to address latest market developments
- Answered customers' questions about products prices, availability, uses and credit terms
- Estimated and quoted prices, credit and contract terms, warranties and delivery dates
- Delivered exceptional account service to strengthen customer loyalty
- Improved service quality and increased sales by developing a strong knowledge of company's products and services
- Provided a high level of product and leadership support to representatives and clients
- Developed and implemented policies, procedures and process improvement initiatives to improve retention rates and increase customer satisfaction.
Sales Floor Associate
McGregor's Furniture
06.2010 - 07.2012
- Increased purchase totals by recommending additional items
- Worked flexible schedule to accommodate changing customer levels
- Organized items in visually appealing manner
- Solicited referrals from satisfied clients
- Answered incoming telephone calls with professional and knowledgeable responses
- Created attractive displays
- Developed and executed sales promotions
- Provided expert product and service information
- Maintained up-to-date knowledge of customer buying habits
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Lead Server
Ottumwa Country Club
08.2008 - 07.2010
- Delivered exceptional service by greeting and serving customers in a timely, friendly manner
- Appropriately suggested additional items to customers to increase restaurant sales
- Effectively communicated with kitchen staff regarding customer allergies, dietary needs and other special requests
- Managed closing duties, including restocking items and reconciliation of the cash drawer
- Inquired about guest satisfaction, anticipated additional needs and happily fulfilled requests
- Promoted and endorsed the company to bring in new business
- Actively complied with all health department regulations and rectified issues immediately
- Oversaw daily operations of service team, delegated tasks, and trained new staff.
- Cultivated warm relationships with regular customers.
Education
Marketing -
Marshall University
Huntington, WVSkills
- Customer Support
- Professional Development
- Contract Review and Analysis
- Professional Relationships
- Account Management
- Insurance Industry Knowledge
- Client Account Management
- Account Retention
- Production Goals
- Operational Efficiency
Certification
- Iowa Insurance License Life
- Iowa Insurance License Accidental & Health
- Iowa Insurance License Property
- Iowa Insurance License Casualty
Timeline
Licensed Insurance Sales Agent
Allstate
07.2021 - Current
Office Manager/Sales Agent Representative
State Farm Insurance
07.2012 - 08.2020
Sales Floor Associate
McGregor's Furniture
06.2010 - 07.2012
Lead Server
Ottumwa Country Club
08.2008 - 07.2010
Marketing -
Marshall University
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