Organized and personable Personal Lines Insurance Agent with 18+ years experience, skilled in consultative sales techniques and client retention, while surpassing customer satisfaction. Driven and ethical professional demonstrating persuasive communication style and top conflict resolution strengths. Known for excellent customer service and great salesmanship.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Personal Risk Relationship Advisor
Kelly Klee Private Client Insurance
01.2021 - 08.2021
Proactively engaged in relationship building by evaluating and advising risk management solutions
Increased account rounding by $50k in premium and secured a new contract with competitive Carrier
Upsold policies by promoting value of products
Detailed follow ups and adhering to deadlines
Personal Risk Services Account Executive
USI Insurance Formerly Orgill Singer Insurance
08.2015 - 12.2020
Strengthened customer relationships with proactive and collaborative approach to managing risks
Marketed and delivered comprehensive solutions for clients
Improved procedures and provide training for new recruits
Personal Lines Insurance Agent
Texas Farm Bureau Insurance
04.2012 - 08.2015
Provided sales support to field producers including agricultural exposure
Worked closely with underwriting to optimize agency reputation
Personal Lines Insurance Agent
Red Rock Insurance
01.2006 - 06.2009
Advanced to Producer and promoted to Office Manager while servicing new and existing clientele to boost overall sales
Personal Lines Account Manager
Orgill Singer Insurance
04.2002 - 04.2005
Supported Brokers by managing client records and insurance information, cross-selling and developing carrier affinities
Composed Personal Lines Procedure Manuals
Education
Property & Casualty Insurance License -
Nevada Department of Insurance
Las Vegas, NV
01.2002
Skills
Excellent written & verbal communication skills
Product knowledge & exposure determination
Diligent & Forward-thinking
Personal Accountability
AMS 360
Sagitta
Image Right
PL Rater
Outlook
DocuSign
Internet
MS Office
Certification
Property & Casualty Insurance License, 2002, Nevada Department of Insurance, Las Vegas, NV
Timeline
Personal Risk Relationship Advisor
Kelly Klee Private Client Insurance
01.2021 - 08.2021
Personal Risk Services Account Executive
USI Insurance Formerly Orgill Singer Insurance
08.2015 - 12.2020
Personal Lines Insurance Agent
Texas Farm Bureau Insurance
04.2012 - 08.2015
Personal Lines Insurance Agent
Red Rock Insurance
01.2006 - 06.2009
Personal Lines Account Manager
Orgill Singer Insurance
04.2002 - 04.2005
Property & Casualty Insurance License -
Nevada Department of Insurance
Property & Casualty Insurance License, 2002, Nevada Department of Insurance, Las Vegas, NV
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