Stephanie Grindle
Minerva,OH
Summary
Driven Insurance Representative with 11 years of experience offering personalized, courteous service. Expert at listening to customers, exceeding productivity targets and maintaining current knowledge of company offerings. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Solves problems quickly to retain customers and delivers high level of service in every interaction.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Sales Representative
State Farm
08.2023 - Current
- Worked to meet or exceed special targets for personal lines applications and specific product promotions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Built customer loyalty and retention by delivering excellent customer experiences.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Identified and solicited sales prospects in agency databases.
- Conducted annual reviews of existing policies to update information.
- Conducted detailed needs assessments for prospective clients, ensuring comprehensive understanding of their insurance requirements.
Commercial Lines Customer Service Agent
American Family Insurance
08.2022 - 08.2023
- Served as a liaison between carriers and clients during policy issuance process, ensuring clear communication and understanding among all parties involved.
- Collaborated with underwriters to negotiate favorable terms and pricing for clients, fostering strong relationships.
- Analyzed risk factors to recommend appropriate coverage levels.
- Assisted sales representatives in preparing comprehensive presentations showcasing competitive advantages offered by our agency''s commercial line offerings.
- Offered detailed information about products and binding coverage.
- Streamlined underwriting processes, resulting in faster turnaround times for clients seeking coverage.
Insurance Call Center Sales Representative
Homesite
11.2020 - 06.2021
- Analyzed customer needs to provide customized insurance solutions.
- Utilized technology platforms effectively to manage client information, and track sales activities.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Increased policy sales by developing and maintaining strong relationships with clients.
- Analyzed risk factors to recommend appropriate coverage levels.
- Reduced average call times by quickly addressing customer inquiries and resolving issues proactively.
- Asked relevant questions to assist customers with selecting needed or requested products and services.
Insurance Sales Representative
State Farm
05.2013 - 11.2020
- Worked to meet or exceed special targets for personal lines applications and specific product promotions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Built customer loyalty and retention by delivering excellent customer experiences.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Identified and solicited sales prospects in agency databases.
- Conducted annual reviews of existing policies to update information.
- Conducted detailed needs assessments for prospective clients, ensuring comprehensive understanding of their insurance requirements.
Education
Bachelor of Arts - Business Administration
Purdue Global University
12.2024
No Degree - Insurance Producer License
Hondros College
05.2014
Skills
- Data Entry
- Sales Quota Achievement
- Goal-Oriented
- Typing 70 WPM
- Insurance Sales
- Multi-Lining
- Telemarketing
- Microsoft Office
- Customer Service
- Training and Development
- Attention to Detail
- Persuasive Negotiation
Certification
- Property and Casualty Insurance License - Nov 2013
- Life, Accident and Health Insurance License- May 2014
Timeline
Insurance Sales Representative
State Farm
08.2023 - Current
Commercial Lines Customer Service Agent
American Family Insurance
08.2022 - 08.2023
Insurance Call Center Sales Representative
Homesite
11.2020 - 06.2021
Insurance Sales Representative
State Farm
05.2013 - 11.2020
Bachelor of Arts - Business Administration
Purdue Global University
No Degree - Insurance Producer License
Hondros College
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