Sheri Conder
Oklahoma City,United States
Summary
Detail-oriented Insurance Sales Agent aiming to leverage 8 years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
7
7
years of professional experience
Work History
Insurance Agent
Ideal Concepts
Allentown, PA
03.2022 - Current
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Upsold additional products and services after identifying customer needs and requirements.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Insurance Agent
Strong Family
Oklahoma City, OK
11.2015 - 02.2022
- Closed lucrative sales deals using strong negotiation and persuasion skills
- Established and cultivated solid business relationships with new or existing customers
- Researched competitors' activities and products to uncover new trends
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures
- Maintained ethical and positive working environment to reduce turnover and promote high retention rates
- Recruited and hired top-level talent to add value and expertise to sales department
- Utilized metrics to modify low-performing sales and marketing programs and plans to increase effectiveness
- Attended industry shows, conventions and other meetings with primary mission of expanding market opportunities
- Used vendor expertise to deliver educational content to sales team
- Developed and implemented comprehensive business strategies and sales and marketing plans that complemented overall corporate operating plan
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets
Education
No Degree - Business Statistics
Western Governors University
Salt Lake City, UT05.2024
Bachelor of Science - Data Analytics
Western Governors University
Salt Lake City, UT05.2024
Skills
- Vision and Dental Insurance
- Customer Complaint Resolution
- Data Research and Analysis
- Positive Attitude and Energetic
- Data Entry and Database Software
- Call Answering and Routing
- Quotes and sales
- Negotiation
- Decision-Making
- Business development and planning
- Marketing strategy
- Sales Reporting
- Analytical problem solver
- Goals and performance
Timeline
Insurance Agent
Ideal Concepts
03.2022 - Current
Insurance Agent
Strong Family
11.2015 - 02.2022
No Degree - Business Statistics
Western Governors University
Bachelor of Science - Data Analytics
Western Governors University