Shalesa Aldrich
Licensed Insurance Agent
Monument,CO
Summary
With nearly 20 years in customer service and sales positions, I have started from the bottom and consistently proved myself to be the BEST of the BEST. I have achieved multiple rewards over the years including, Presidents Club Writer, SME, Success Story of the Month and many more. I have not only been successful in sales, but have trained and coached others to duplicate my processes and make them their own. I'm VIBRANT, ENERGETIC and CREATIVE. My confidence, optimism, problem solving skills and experience make me a dynamic force that can transform any team.
Overview
15
15
years of professional experience
1
1
year of post-secondary education
Work History
Licensed Insurance Agent
The Elizabeth Bryson Insurance Group
Monument, CO
09.2022 - Current
- Attend community events and networking opportunities to increase our visibility and reach.
- Maintain relationships with all clients in our book of business to achieve the highest customer satisfaction.
- Manage our social media pages to insure online presence and ability to be easily reached.
- Quote referrals and new clients adding recommendations for new policies and or policy limits to increase our yearly revenue.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Licensed Outbound Insurance Agent
Liberty Mutual
Colorado Springs , CO
09.2021 - 10.2022
- Exceeded corporate quotas for monthly policy sales.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Upsold additional products and services after identifying customer needs and requirements.
- Obtained underwriting approval by completing application for coverage.
- Provided coverage option information to assist clients in protecting assets.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Promoted products and services using upselling and other sales strategies.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Utilized CRM software to manage client relationships.
Licensed Insurance Agent
Progressive
Colorado Springs, CO
03.2020 - 09.2021
- Licensed insurance agent in 23 states
- I have become a “SME” (Subject matter expert)
- I am used as a shadow for new hires because of my high performance and precision
- I was recently (May 2021) Awarded the “Revised quote success story” which featured me in a company wide email and provided me and my supervisor a financial reward.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sales lead
Kay Jewelers
10.2008 - 08.2017
- Certified diamontologist and key holder, Responsible for building personal clientele data base and regularly keeping in contact with guests for biannual inspections and special sales events
- Expected to exceed personal standards set by company headquarters
- Maintains a good report with all guests and walks them through the entire buying process while offering and explaining all options and warranties
- Sales
- Used POS system to process sales, returns, online orders, and gift card activations.
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Trained, coached, and mentored new sales associates for maximum performance.
- Reached out to prospective leads through cold calling, applying variety of established selling methods.
- Built strong client relationships and provided high value-adding services, resulting in increased company market share.
- Upsold warranties and complementary products to customers through persuasive marketing techniques.
- Increased sales and customer satisfaction through personalized servicing.
- Worked closely with other departments to understand full scope of available offerings and provide top-notch salesmanship to customers.
- Greeted customers and provided product advice to increase sales.
Education
K-STATE - Public Relations; Marketing
Kansas State University
08.2006 - 06.2007
High School Diploma -
Ulysses H School
8 2003 - 5 2006
Skills
Salesundefined
Timeline
Licensed Insurance Agent
The Elizabeth Bryson Insurance Group
09.2022 - Current
Licensed Outbound Insurance Agent
Liberty Mutual
09.2021 - 10.2022
Licensed Insurance Agent
Progressive
03.2020 - 09.2021
Sales lead
Kay Jewelers
10.2008 - 08.2017
K-STATE - Public Relations; Marketing
Kansas State University
08.2006 - 06.2007
High School Diploma -
Ulysses H School
8 2003 - 5 2006
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