Sheila Allen
Highland,FL
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Insurance Agent/Account Executive Officer
Insureone Insurance Agency
01.2023 - Current
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
- Built relationships with customers and community to promote long term business growth.
- Contributed to team objectives in fast-paced environment.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Met existing customers to review current services and expand sales opportunities.
- Set and achieved company defined sales goals.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Insurance Sales Agent
Great Florida Insurance
07.2021 - 01.2023
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Insurance Training Supervisor
Engagent Health
07.2018 - 07.2021
- Assessed new employee skills and strengths to provide customized training.
- Collaborated with company leaders and department managers to determine training needs.
- Updated employees with latest policies, procedures and compliance standards.
- Evaluated success of training programs and recommended improvements to upper management to enhance effectiveness.
- Provided recommendations for process improvements and discontinuation of ineffective or outdated methods.
- Created and maintained detailed training records and reports for management review.
- Worked with central management to identify, plan, align, and address training needs.
- Selected, developed and delivered classroom and online training materials to meet program needs.
Licensed Insurance Agent
State Farm
01.2016 - 11.2018
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Obtained underwriting approval by completing application for coverage.
- Provided coverage option information to assist clients in protecting assets.
- Promoted products and services using upselling and other sales strategies.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Exceeded corporate quotas for monthly policy sales.
Education
Property And Casualty License - 2-20 License
Gold Coast College
Tamarac FL02.2016
High School Diploma -
Piper High School
Sunrise, FL06.1989
Skills
- Consultative Sales Approach
- Customer Satisfaction
- Renewing Accounts
- Effective Customer Communication
- New Business Opportunities
- Client Relationships
- Selling Techniques
- Client Needs Assessment
- Lead Follow-Up
- Customer Support
- Accurate Reporting
Timeline
Insurance Agent/Account Executive Officer
Insureone Insurance Agency
01.2023 - Current
Insurance Sales Agent
Great Florida Insurance
07.2021 - 01.2023
Insurance Training Supervisor
Engagent Health
07.2018 - 07.2021
Licensed Insurance Agent
State Farm
01.2016 - 11.2018
Property And Casualty License - 2-20 License
Gold Coast College
High School Diploma -
Piper High School
Similar Profiles
Angele SoppoAngele Soppo
Cloud Security /Architect/ Engineer at Insureone Insurance AgencyCloud Security /Architect/ Engineer at Insureone Insurance Agency
Amaris RolonAmaris Rolon
Freeway Insurance at Insureone Insurance AgencyFreeway Insurance at Insureone Insurance Agency
Andrica ArterberryAndrica Arterberry
Customer Service Specialist at Insureone Insurance AgencyCustomer Service Specialist at Insureone Insurance Agency