SILLIA G SAVAGE
Summary
Results-oriented sales consultant with over twenty-five years of experience producing outstanding results and strong revenue growth for busy financial services industry. Successful closing sales quickly and securing repeat business. Motivated and respected professional with excellent communication and negotiation skills. Dedicated in helping peers and inspire thriving work conditions to contribute to the success of a team environment
Overview
16
16
years of professional experience
Work History
Field Underwriter
National Alliance Of Agents
San Antonio, TX
03.2019 - 01.2021
- Deliver software demonstrations to targeted sales prospects in compliance with appropriate state department of Insurance
- Determined level of acceptable risk by reviewing applications for coverage amounts, claim history, and other health indicators
- Negotiated policy pricing and service delivery during meetings with customers and brokers
- Identify risk, challenges and trends to recommend best product for client
- Interacted with health care organizations and professionals to maximize effective of benefit plans
- Facilitated weekly meetings leveraging value propositions and agency goals through ongoing training in identifying cross-sell opportunities
- Drove to prospects homes to provide requested information in form of sales presentations
- Customized presentations focusing on products specific to client's need
- Met with customers, agents and brokers to negotiate coverage, price and service delivery.
- Monitored underwriting teams performance and provided mentoring to achieve personal and agency production goals.
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
- Calculated group and individual renewal rates based on customers' background, industry and demographic information.
- Marketed Life and health insurance products to businesses and individuals
- Managed lead generation and daily cold call pipeline of 100 calls a day
Substitute Teacher, K-12
Judson ISD
, TX
08.2015 - 01.2021
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Took over class for regular classroom teacher, managing assignments, student needs and recordkeeping.
- Leveraged classroom discussion strategies to engage students, promote topics and boost learning opportunities.
- Worked with principal's office on disciplinary and safety issues.
- Integrated existing and new technology into classroom to help provide creative and fun learning environment.
- Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
- Kept accurate and current attendance records and assignment sheets to maintain file compliance.
Property and Casualty Insurance Agent
The Hartford
San Antonio, TX
03.2018 - 03.2019
- Handled approximately 75 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 12.5%.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Omni Care Advocate
Kohl's
San Antonio, TX
07.2016 - 02.2018
- Executed high-level administrative functions for multiple end-users by setting administrative permissions, and reinforcing best practices
- Identified enhancements, and provided data to help track fraud patterns and anomalies
- Served in Help-desk capacity to trouble shoot credit account issues to in-store sales support,
- Provided risk assessment by analyzing data from multiple channels including public record
- Managed 100+ calls daily in fast-paced in-bound and out-bound call center rendering timely credit decisions to front-line sales support agents
Personal Banker
Bank of America
Dallas, TX
10.2009 - 06.2012
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Promoted financial products by maintaining excellent service offering knowledge.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Achieved consistent recognition as top sales performer.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
Licensed Personal Banker
JP Morgan Chase
Dallas, TX
05.2006 - 06.2009
- Used Microsoft Word and other software tools to create documents and other communications.
- Calculated fees due, interest and change for customer transactions.
- Executed wire transfers, stop payments and account transfers.
- Maintained friendly and professional customer interactions.
- Handled various accounting transactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Researched, reviewed and evaluated bank customer investment and insurance portfolios.
- Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
- Maintained close watch on financial and operational performance of different funds and made proactive adjustments to keep portfolios in conformance with plans.
Education
General Lines - License
State of Texas
Associate of Applied Science -
August Escoffier
Austin, TX06.2022
High School Diploma -
WM H Taft
San Antonio, TX05.1998
Skills
- Proficient in Microsoft Office applications
- Excellent verbal and written communication
- Contract Negotiation proficiency
- Entrepreneurial spirit
- Complex problem-solver
- Team training and development
- Analyzing data
- Field Underwriting
- Attention to Detail
- Active Listening
- Critical Thinking
- Interpersonal Communication
- Teamwork and Collaboration
- Self-Starter
- Lead Generation
Timeline
Field Underwriter
National Alliance Of Agents
03.2019 - 01.2021
Property and Casualty Insurance Agent
The Hartford
03.2018 - 03.2019
Omni Care Advocate
Kohl's
07.2016 - 02.2018
Substitute Teacher, K-12
Judson ISD
08.2015 - 01.2021
Personal Banker
Bank of America
10.2009 - 06.2012
Licensed Personal Banker
JP Morgan Chase
05.2006 - 06.2009
General Lines - License
State of Texas
Associate of Applied Science -
August Escoffier
High School Diploma -
WM H Taft
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