Stephanie Foster

Helped customers

• Upsold additional products and services after identifying customer needs and requirements.
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
• Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales
• Obtained underwriting approval by completing application for coverage.
• Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
• Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
• Drove team revenue totals by bringing in top sales numbers.
• Quoted and calculated premium rates for policies, using the Allstate quoting platform and calculator.
• Handled outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
• Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
• Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
• Identified and solicited sales prospects in agency databases.
• Calculated premiums and established payment methods for sales.
• Collected premiums on or before effective date of coverage.
• Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
• Finalized sales and collected necessary deposits.
• Met with customers to provide information about available products and policies.