Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Agent
Progressive Insurance
09.2018 - Current
Interview prospective clients to obtain data about their coverage needs, the physical condition of property to be insured and presenting a comprehensive coverage plan.
Analyze & educate prospects and offer professional recommendations
Member of the Research and Testing (R&T) pilot team, tasked with testing new sales processes, programs/treatments and presenting suggestions and new ideas in a weekly focus group with the collective goal of creating a superior work performance/corporate functionality/customer experience.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Built strong relationships with clients through consistent communication and excellent customer service.
Licensed Insurance Agent/Customer Service Representative
MIKE WHITFORD STATE FARM INSURANCE
08.2015 - 02.2018
Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
Prepared necessary binding documents in process of creating new business for the books
Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
Processed applications, payments, policy corrections, endorsements and cancellations
Field prospecting for new personal lines and business clientele
Mentored junior staff members in sales techniques, product knowledge, and regulatory compliance to improve overall team performance.
Inbound Sales Representative
COX COMMUNICATIONS
08.2014 - 07.2015
Implemented a consultative selling approach on all inbound calls
Quoted and negotiated product packages to best meet customers desired needs
Thoroughly reviewed terms of sale and service agreements
Maintained detailed account records and contact logs using CRM
Top down selling strategy, maximizing the sale by bundling products and presenting value for the prospect as well as upselling existing clients
Creating/scheduling customer installation work orders.
Account Development Executive
SAN MAR CORPORATION
04.2014 - 07.2014
Remote sales representative, responsible for data logging merchandise submissions in a precise, timely manner as well as tracking back orders for existing customers
Optimized sales presentation materials, enhancing clarity of messaging and overall effectiveness in securing new accounts.
Consistently exceeded quota expectations through diligent efforts in prospecting, qualifying leads, and closing deals swiftly.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Sales Representative
COMCAST
07.2011 - 11.2013
Established new customer accounts by creating value of multiple telecom services provided to include high speed internet, cable packages and home phone service
Created long term interfacing customer profiles for new business
Consistently secured new accounts/upsell of add-on services generating annual & incremental revenue
Frequent development to promote elevated customer commitment by way of revealing /probing for entertainment interests
Presenting products, benefits and features associated within desired price point.
Education
Certificate/Communications In Television And Radio In Broadcasting -
Ohio Center For Broadcasting
Lakewood, CO
08.2003
Skills
Customer Follow-Up
CRM Software
Quotes and Sales
Auto Insurance
Property Insurance
Asset Protection Expertise
P&C Licensed Insurance Agent, in every state
Life & Health Licensed
Revenue Generation
Regulatory Compliance
Client Needs Analysis
Certification
Producers License/Property and Casualty
Producers License/ Life and Health
References
References available upon request
Timeline
Insurance Agent
Progressive Insurance
09.2018 - Current
Licensed Insurance Agent/Customer Service Representative
MIKE WHITFORD STATE FARM INSURANCE
08.2015 - 02.2018
Inbound Sales Representative
COX COMMUNICATIONS
08.2014 - 07.2015
Account Development Executive
SAN MAR CORPORATION
04.2014 - 07.2014
Sales Representative
COMCAST
07.2011 - 11.2013
Certificate/Communications In Television And Radio In Broadcasting -