Sarah Erdelt
Amarillo,TX
Summary
Successful and seasoned sales representative with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Onboarding Manager
The Business Concierge Team
03.2023 - 11.2023
- Created smooth onboarding processes to help new hires adjust to company policies, procedures and processes.
- Worked closely with new hires, answering questions and addressing various concerns during onboarding process.
- Reviewed onboarding processes regularly, identifying and correcting deficiencies.
- Collaborated with different staff and management to facilitate department-specific onboarding.
- Worked with managers to achieve compliance with organizational policies, providing clarifying information and recommending necessary changes.
INSURANCE AGENT
Everquote
01.2022 - 06.2022
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
INSURANCE AGENT
Parachute Insurance
08.2021 - 01.2022
- Sell a variety of insurance policies on behalf of Progressive
- Give a seamless experience for customers to receive the best insurance rate to fit their needs
- Ensure that the policy and coverages are reviewed with each customer and they understand what is included
- Seek new customers by phone who are either shopping online or by phone for the best insurance rates.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
INSURANCE AGENT
Kanopy Insurance
02.2017 - 08.2021
- Sell auto insurance policies on behalf of Plymouth Rock
- Seek new customers by phone who are shopping for insurance by phone or online
- Ensure that the customer understands the coverages and policy they are receiving and review the policy before bind.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Obtained underwriting approval by completing application for coverage.
SALES REPRESENTATIVE
ATT Mobility
04.2007 - 05.2016
- Recommend new products and services that ATT was currently offering
- Answer questions on products and services to fit the customers needs
- Prepared contracts for new products and services
- Do monthly inventory counts/stock merchandise
- Fulfill manager on duty roles daily and update daily and monthly numbers.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Trained and mentored new sales representatives.
- Retained excellent client satisfaction ratings through outstanding service delivery.
Education
BACHELOR OF ARTS (B.A.) IN MASS COMMUNICATIONS -
West Texas A&M University
Canyon, TX12.2008
ASSOCIATE IN SCIENCE (A.S.) IN MASS COMMUNICATION AND JOURNALISM -
Amarillo College
Amarillo, TX12.2006
HIGH SCHOOL DIPLOMA -
Logan High School
Logan, NM05.2002
Skills
- Operational Efficiency
- Customer Service and Assistance
- Creative Solutions
- Multi-tasking job requirements
- Team Leadership and Training
- Customer Service
- Customer Follow-Up
- Quotes and Sales
- Office Administration (Word, Microsoft 365,Adobe)
- Document Control
- Documentation and Recordkeeping
- Computer Skills
Certification
Texas Insurance License/ P&C
References
Daniel Jankovic, Everquote, Sales Manager Previous Manager, (425) 977-3646, danieljankovic11@gmail.com Edward Hames, The Business Concierge Team, CEO, (603)318-1812. Tim Presto, The Business Concierge Team, CFO, (330)612-2480, tpresto07@gmail.com Larisa Oldham, The Business Concierge Team, Manager, (626)523-4043
Timeline
Onboarding Manager
The Business Concierge Team
03.2023 - 11.2023
INSURANCE AGENT
Everquote
01.2022 - 06.2022
INSURANCE AGENT
Parachute Insurance
08.2021 - 01.2022
INSURANCE AGENT
Kanopy Insurance
02.2017 - 08.2021
SALES REPRESENTATIVE
ATT Mobility
04.2007 - 05.2016
BACHELOR OF ARTS (B.A.) IN MASS COMMUNICATIONS -
West Texas A&M University
ASSOCIATE IN SCIENCE (A.S.) IN MASS COMMUNICATION AND JOURNALISM -
Amarillo College
HIGH SCHOOL DIPLOMA -
Logan High School
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