STACEY BURR
LITTLETON,CO
Summary
Results-oriented Licensed Insurance Sales Professional with expertise in consultative sales, account management, and client retention. Skilled in managing a substantial book of business, conducting coverage reviews, and addressing complex client needs. Focused on delivering exceptional service while achieving performance goals.
Overview
1
1
Certification
24
24
years of professional experience
Work History
Insurance Sales & Client Services Professional
Roger Mangan State Farm Insurance Agency
Centennial, CO
11.2019 - Current
- Managed sales and service for half of a large 7,400-policy agency book, enhancing client satisfaction across assigned portfolio.
- Regularly achieve performance-based incentive goals while balancing new-business development, client retention and comprehensive account servicing.
- Achieved performance-based incentive goals while driving new business development, client retention, and comprehensive account servicing.
- Conduct comprehensive client reviews, assess coverage needs and gaps, recommend appropriate protection and identify multi-line opportunities through needs-based conversations.
- Provide end-to-end client service including billing questions, policy changes, coverage recommendations, account updates and resolution of complex service issues.
- Fostered client retention through proactive relationship management, responsive service, and tailored coverage recommendations as client needs evolved.
Insurance Sales, Service & Office Operations
Doug Montgomery State Farm Insurance Agency
Highlands Ranch, CO
10.2002 - 10.2019
- Managed sales, client service, and agency operations, ensuring comprehensive support for clients throughout policy lifecycle.
- Handled new-business quoting, sales, policy servicing, billing, claims support, coverage reviews, and resolved complex client issues.
- Assumed leadership responsibility for office operations during the agent's absence and helped train and onboard team members.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
Education
Insurance
AD Banker
DenverSkills
- Consultative Sales
- New Business Development
- Account Management
- Client Relationship Management
- Client Retention
- Client management
- Needs analysis
- Needs assessment
- Coverage recommendations
- Multi-Line Insurance
- Claims Management
- Policy Administration
- Problem Resolution
Certification
Colorado and Arizona Property & Casualty Insurance License, Colorado and Arizona Life & Health Insurance License
Timeline
Insurance Sales & Client Services Professional
Roger Mangan State Farm Insurance Agency
11.2019 - Current
Insurance Sales, Service & Office Operations
Doug Montgomery State Farm Insurance Agency
10.2002 - 10.2019
Insurance
AD Banker
ADDITIONAL EXPERIENCE
- American Family Insurance — Insurance sales and client service
- Automotive Industry — Assistant to sales managers, titles and accounting