Sheri Robinson
Snellville,GA
Summary
Demonstrated sales professional 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. Proficient in meeting sales goals and metrics while increasing profitability and retaining existing business.
Overview
12
12
years of professional experience
Work History
Licensed Insurance Agent
Auto Club Group, AAA
01.2007 - 06.2014
- Developed and managed a $900k+ book of business to consistently achieve measurable financial results including new business, total written premiums, retention and profitability with a 93% customer retention rate
- Identify, assess and evaluate risk factors of customers to ensure customers’ properly insure assets
- Partners with businesses to offer customer incentives
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Upsold additional products and services after identifying customer needs and requirements.
- Provided coverage option information to assist clients in protecting assets.
Financial Service Representative
State Farm Insurance Agency
01.2005 - 12.2006
- Responsible for selling personal lines of insurance (auto, home and life) and financial products and services (mutual funds, CDs, home mortgages) to existing customers
- Scheduled and attended outside appointments to build new client relationships.
Managing Agent
Lloyd Insurance Group, Nationwide Insurance
09.2002 - 12.2004
- Informed clients of policies and procedures.
- Resolved caller issues quickly and thoroughly.
- Obtained client information by answering telephone calls.
- Advised customers about new products and assisted customers in determining the best insurance product for needs.
- Handled and resolved customer complaints through [Action] and [Action].
Intern
09.2002 - 05.2003
- Compiled customer applications while performing service calls to build client relationships and sales.
Education
MBA - Business Administration
Georgia State University, Robinson College of Business
Atlanta, GA08.2014
BBA - Risk Management and Insurance
Georgia State University, Robinson College of Business
Atlanta, GA05.2002
Skills
- MS Office Word, PowerPoint, Outlook, and Excel
- Customer Follow-Up
- Promotions and Marketing Strategies
- Client Needs Analysis
- Client Retention
Timeline
Licensed Insurance Agent
Auto Club Group, AAA
01.2007 - 06.2014
Financial Service Representative
State Farm Insurance Agency
01.2005 - 12.2006
Managing Agent
Lloyd Insurance Group, Nationwide Insurance
09.2002 - 12.2004
Intern
09.2002 - 05.2003
MBA - Business Administration
Georgia State University, Robinson College of Business
BBA - Risk Management and Insurance
Georgia State University, Robinson College of Business
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