Sarah Enderle
Cape Girardeau,MISSOURI
Summary
Driven Insurance Sales Specialist with Five + 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
5
5
years of professional experience
Work History
Sales Specialist
American Family Insurance Jessica Keen Agency
Jackson, MO
07.2017 - Current
- Work to help manage a very established agency with over 3,000 + customers.
- Sell auto, home, life and other various insurance products to individuals based on their needs.
- Recommend types and amounts of coverage based on analysis of the customers circumstances using persuasive sales techniques.
- Seek out new clients and develop client relationships through networking, direct referrals, lead databases and cold calling.
- Handle approximately 75-100 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Explain advantages, features, and disadvantages of various policies and products to promote sales.
- Quote and calculate premium rates for policies, using Policy Center and 360 calculator.
- Meet with customers to provide information about available products and policies.
- Conduct annual reviews of existing policies to update information and touch base with customers.
- Analyze retention, loss ratio trends and sales volume to identify areas for improvement and maintain active customers.
- Determine customers financial needs by assessing existing coverage and offering new products and services.
- Review policy applications for errors and work with underwriters to facilitate quick completion of application process.
- Identify and solicit sales prospects in agency databases.
- Finalize sales and collect necessary deposits.
- Service current customer policies by making changes and processing endorsements.
- Manage agency notifications and made appropriate calls or emails to customers as necessary.
- Call on cancel and past due policies
- Make phone calls to Mortgage companies requesting payment on homeowners policies at new business and renewal
- Train and lead new employees on quoting, issuing insurance policies, and administrative functions.
Education
Southeast Missouri State University
Cape Girardeau, MOSkills
- Client Prospecting
- Customer Needs Assessments
- Claims Information Gathering
- Attention to Detail
- Insurance Coverage Verification
- Account Management
- Inbound Customer Calls
- Maintain Professional Relationships
Timeline
Sales Specialist
American Family Insurance Jessica Keen Agency
07.2017 - Current
Southeast Missouri State University