Stephanie Isaac
Columbus
Summary
Results-driven professional with extensive experience in sales and customer engagement. Skilled in developing client relationships and negotiating contracts, consistently delivering tailored customer solutions that meet individual needs and enhance customer satisfaction.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Insurance Sales Agent
Progressive Insurance
Columbus, Ohio
05.2024 - Current
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Conducted thorough assessments of client needs to recommend appropriate insurance products.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Expanded client base by generating referrals from satisfied customers and networking within the community.
- Negotiated contracts with clients to establish best coverage with lowest cost.
- Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
- Generated quotes and proposals for clients to match individual needs.
- Utilized CRM software to manage client records and track policy renewals efficiently.
- Analyzed market trends to identify new opportunities for business growth and client acquisition.
Workplace Banker
PNC Bank
Columbus, Ohio
04.2021 - 05.2024
- Establish connections between clients and PNC partners (e.g., PNC Investment, PNC Mortgage, consumer loans) based on clients’ financial needs
- Sold PNC products and services to existing and prospective clients in non-PNC locations, illustrating how PNC can support financial goals
- Educate and coach customers on PNC’s digital banking tools, including money management features
- Traveled frequently to onboard new clients, establishing strong pipeline of appointments for branch and PNC partners
- Plan and conduct on-site events to strengthen client relationships and drive acquisition
- Built retail customer base through proactive sales conversations, fostering customer loyalty and increasing share of wallet
- Developed and maintained strong client relationships, enhancing customer satisfaction and loyalty.
Retail Escalation Manager
PNC Bank, NA
Columbus, Ohio
03.2016 - 04.2021
- Resolved complex escalated issues across multiple departments, ensuring customer satisfaction with significant impact on customer relations and institutional reputation.
- Served as a customer advocate by resolving inquiries and promoting customer-centric solutions., ensuring concerns are addressed with empathy and professionalism
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Spearheaded technology integration projects, improving efficiency and reducing turnaround times on key banking operations.
- Managed risk assessment processes, ensuring adherence to industry regulations and internal policies for operational integrity.
- Led team to achieve operational goals through resource management and process optimization, enhancing overall effectiveness.
- Worked closely with the CFBP (Consumer Financial Protection Bureau) to ensure compliance was met on case load.
- Processed 10-12 cases daily, ensuring accurate data entry and detailed record maintenance, contributing to operational efficiency.
Education
Associate of Applied Science - Real Estate
Columbus State Community College
Columbus, OH05-2026
Skills
- Insurance sales
- Policy analysis
- Product knowledge
- Sales techniques
- Cold calling
- Client retention
- Strong negotiation
- Customer service
Certification
- Real Estate Certification
Timeline
Insurance Sales Agent
Progressive Insurance
05.2024 - Current
Workplace Banker
PNC Bank
04.2021 - 05.2024
Retail Escalation Manager
PNC Bank, NA
03.2016 - 04.2021
Associate of Applied Science - Real Estate
Columbus State Community College