Staci Huber
Delton,MI
Summary
Proven Insurance Sales Expert with a track record of exceeding sales targets by over 15% at Assurance IQ, adept in risk assessment and client relationship management. Utilizes deep knowledge of insurance products and regulatory compliance to enhance client satisfaction and trust. Excels in persuasive sales and maintaining high-quality assurance standards.
Overview
4
4
years of professional experience
Work History
Licensed Insurance Agent
Assurance IQ
09.2023 - Current
- Calculated quotes and educated potential clients on insurance options.
- 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.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Exceeded corporate quotas for monthly policy sales.
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
Licensed Insurance Agent
TTEC
07.2020 - 09.2023
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
Education
Bachelor of Arts - Spanish Language And Literature
Indiana University South Bend
South Bend, IN05.2002
Skills
- Insurance sales expertise
- Risk Assessment Knowledge
- Insurance product expertise
- Client Relationship Management
- Licensed Insurance Agent
- Health insurance
- Regulatory Compliance
- Client Relations
- Form Completion and Submission
- HIPAA Compliance
- Quality Assurance Requirements
Languages
Spanish
Full Professional
English
Native or Bilingual
Timeline
Licensed Insurance Agent
Assurance IQ
09.2023 - Current
Licensed Insurance Agent
TTEC
07.2020 - 09.2023
Bachelor of Arts - Spanish Language And Literature
Indiana University South Bend
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