Driven Independent Agent with a 23-year track record providing outstanding customer service and support in sales. Excellent lead generation, sales and marketing skills. First-rate bookkeeping, cold calling and warm calling abilities.
Overview
22
22
years of professional experience
Work History
Independent Agent
Alfa Insurance
Memphis
08.2017 - Current
Consistently exceeding annual sales goals resulting in maintaining Super Star status, winning company trips, and other accolades
Cultivating and managing a stellar team to ensure sales goals are met by providing mentorship, training, and licensing test prep
Marketing to the community and providing potential customers with information on products and services available
Creating new and innovative ways to market to different age groups that provides convenient means of communication between agent and customers
Monitors insurance claims to ensure they are settled equitably for both the client and the insurer.
Agent Sales
AAA Insurance
Southaven, MS
08.2015 - 08.2017
Sold insurance and memberships exceeding monthly goals
Performed administrative tasks, such as maintaining records and customer relations
Confer with clients to obtain and provide information when claims are made on a policy
Ensured policy requirements were fulfilled by including necessary medical examinations and appropriate documentation
Attended meetings, seminars, and programs to learn about new products and services while learning new skills, and receiving technical assistance in developing new accounts.
Sales Manager
State Farm Insurance
Memphis, TN
09.2002 - 08.2015
Sold various types of insurance policies to businesses and individuals including automobile, life, property
Interviewed prospective clients to obtain data about their financial resources and needs, as well as the physical condition of the person or property to be insured
Called policyholders to deliver and explain policies, analyze insurance program, and suggest additional coverages
Sought out new clients and develop clientele by networking and generating lists of prospective clients
Customized insurance bundles to suit customers individual needs, often covering a variety of risks.
Education
Bachelor of Science in Management and Organization Development -
Bethel University
12.2014
Licensed Insurance Agent L&H P&C -
American Insurance Training
08.2002
Licensed Realtor -
Professional School of Real Estate
Skills
Friendly telephone personality
Expertise in sales
Interviewing proficiency
Customer service experience
Lead Generation
Financial Acumen
Timeline
Independent Agent
Alfa Insurance
08.2017 - Current
Agent Sales
AAA Insurance
08.2015 - 08.2017
Sales Manager
State Farm Insurance
09.2002 - 08.2015
Bachelor of Science in Management and Organization Development -
Bethel University
Licensed Insurance Agent L&H P&C -
American Insurance Training
Licensed Realtor -
Professional School of Real Estate
Similar Profiles
Allison LeeAllison Lee
Associate Agent at Alfa InsuranceAssociate Agent at Alfa Insurance