Shannon James
Tomball
Summary
Dynamic Licensed Sales Producer at Allstate with a proven track record in client retention and new business generation. Expert in insurance sales and client relationship management, consistently exceeding revenue goals through innovative strategies and personalized service. Skilled in policy management and empathetic problem resolution, fostering loyalty and driving growth.
Sales professional with extensive experience in driving revenue growth and building client relationships. Proven track record of implementing effective sales strategies and consistently achieving targets. Known for team collaboration, adaptability, and results-driven approach, with strong negotiation and customer service skills.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Licensed Sales Producer
Allstate
01.2011 - Current
- Enhanced client retention rates with timely follow-ups and personalized attention to individual concerns.
- Developed new business opportunities through networking events, community involvement, and referrals.
- Negotiated favorable terms with underwriters on behalf of clients, effectively balancing risk mitigation with cost considerations.
- Coordinated regular client appreciation events as a means of fostering loyalty and strengthening relationships over time.
- Promoted products and services using upselling and other sales strategies.
- Exceeded corporate quotas for monthly policy sales.
- Utilized targeted email campaigns and cold calling to increase revenue.
- Conducted thorough risk assessments to recommend appropriate coverage levels for each client''s specific situation.
- Exceeded revenue goals by upselling additional coverage options and cross-selling complementary productsservices.
- Resolved customer complaints promptly, demonstrating empathy and commitment to excellent service standards.
- Collaborated with team members to develop innovative sales strategies for maximizing profitability.
- Expanded client base by proactively reaching out to potential customers via cold calls, emails, and social media outreach.
Education
Bachelor of Arts - Business Administration And Finance
Sam Houston State University
Huntsville08-2009
Skills
- Insurance sales expertise
- Client relationship management
- Client service
- Insurance product expertise
- New business generation
- Customer retention
- Email marketing
- Policy management
- Client retention
- Financial planning
Certification
- P & C License - 01/2011
- L & H LIcense - 01/2011
Timeline
Licensed Sales Producer
Allstate
01.2011 - Current
Bachelor of Arts - Business Administration And Finance
Sam Houston State University
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