Sheila Chepkirui
Moreno Valley,CA
Summary
Competitive Insurance Producer versed in communicating with clients to discuss policy options, overcome objections and close deals. Industry veteran with year record of success. Driven customer representative insurance agent with over 2 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
6
6
years of professional experience
Work History
Insurance Producer
Prudential Life Insurance
Moreno Valley, California
11.2021 - Current
- Provided detailed information about company insurance products.
- Provided information on features, policies and relative advantages to promote insurance packages.
- Set up policies and completed all documentation.
- Worked in high-volume, competitive sales environment managing over 100 in inbound and outbound calls improving overall sales performance.
- Adhered to all regulations for insurance sales.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Maintained high standards of customer service by building relationships with clients.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Insurance Advisor
Assurance
Moreno Valley, CA
06.2020 - Current
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Calculated premiums and established payment methods.
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
Fulfillment Associate
Amazon
Moreno Valley, CA
06.2019 - 03.2022
- Followed procedures at all times for personal and team safety.
- Received and reviewed new orders, located requested merchandise and promptly initiated processing.
- Collaborated effectively with coworkers on initiatives focused on achieving measurable improvements in production quality and workflow.
- Prepared and organized envelopes, packages, containers and pallets with correct merchandise counts.
Warehouse Technicians
Proctor & Gamble
Moreno Valley, CA
06.2018 - 04.2019
- Loaded, unloaded and moved material to and from storage and production areas.
- Wrapped pallets in shrink wrap prior to loading.
- Operated pallet jacks and material moving equipment to receive and transport items from various warehouse locations.
Education
Bachelor of Arts - English Language And Literature
University of Nairobi
Kenya06.2017
Skills
Inbound outbound calls customer support
- Clientele Development
- Administrative Support
- Quotes and Sales
- Email Marketing
- Insurance Coverage Verification
- Licensed in more than 10 states
Timeline
Insurance Producer
Prudential Life Insurance
11.2021 - Current
Insurance Advisor
Assurance
06.2020 - Current
Fulfillment Associate
Amazon
06.2019 - 03.2022
Warehouse Technicians
Proctor & Gamble
06.2018 - 04.2019
Bachelor of Arts - English Language And Literature
University of Nairobi
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