SUE ELLYN SCHWAGER
Licensed Insurance Agent.
Phoenix,AZ
Summary
Client-focused licensed Insurance Agent improving company performance and profitability through sales leadership. Deliberate sales agent with combined focus on program optimization and data organization. Proven comprehensive financial and insurance, sales and services knowledge.
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Overview
28
28
years of professional experience
28
28
Licensed Insurance Sales Agent
Work History
Senior Property Procurement Agent
Red Mountain Enterprise Properties, LLC
01.2000 - Current
- Conducted market research to gain insight into industry trends, informing effective purchasing decisions.
- Maintained accurate records of all procurement transactions for audit purposes and historical analysis.
- Ensured compliance with internal policies and external regulations during the procurement process.
- Assisted in budget development and financial forecasting for the procurement department''s annual spend plan.
- Demonstrated adaptability during times of change or uncertainty within the organization by maintaining focus on meeting project deadlines.
- Implemented cost-saving measures by negotiating favorable contract terms with vendors.
- Developed strategic sourcing plans to optimize procurement activities for key commodities.
- Supported continuous improvement initiatives within the procurement department to drive operational excellence.
- Maintained current understanding of pricing structures, market conditions and trends in industry.
- Maintained documentation for all purchases.
- Made valuable contributions to planning of promotions, pricing and inventory levels, enhancing inventory flow, revenue, and profits.
Licensed Insurance Agent
LIBERTY MUTUAL INSURANCE COMPANY
05.2016 - 08.2024
- Participated in ongoing training sessions to stay updated on insurance industry laws, regulations and products
- Responsible for maintaining sales goals and customer satisfaction results
- Proficient in sales techniques, policy reviews and adjustments for existing clients policies
- Scheduled meetings and follow-up calls with potential clients
- Analyzed market trends to identify new sales opportunities
- Achieved sales targets through effective client consultations
- Utilized CRM software to manage client interactions and follow-ups
- Provided excellent customer service, addressing queries and concerns promptly
- Explained complex insurance policies in simple terms to prospective clients
- Resolved client complaints by offering practical solutions in a timely manner
- Sold various types of insurance policies, auto, home, personal liability, pet and recreational insurance policies to individuals to satisfy the customers needs
- Built strong relationships with clients, leading to high retention rates
- Maintained records of policy sales and client information
- Collaborated with team members to share best practices and improve sales techniques
- Completed all administrative tasks related to policy sales and renewals accurately
- Sold various insurance products to customers based on risk tolerance
- Trained and mentored new agents on prospecting and selling techniques
- Calculated policy premiums and helped customers set up automated payments
- Grew lead pipeline by generating lists of prospects and networking within community
- Educated clients on the importance of various types of insurance coverage
- 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.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
- Promoted products and services using upselling and other sales strategies.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
- Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
- Provided coverage option information to assist clients in protecting assets.
- Upsold additional products and services after identifying customer needs and requirements.
- Developed customized presentations for prospective clients that highlighted relevant products and benefits based on their unique needs.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Exceeded corporate quotas for monthly policy sales.
Licensed Insurance Sales Agent
AAA NCNU Insurance
09.2003 - 05.2015
- Achieved sales targets through effective client consultations
- Earned Circle of Excellence award 5 years in a row. The award included a Caribbean cruise, a trophy and a monetary award.
- Participated in ongoing training sessions to stay updated on industry regulations and products
- Customized insurance policies according to the specific needs of clients
- Utilized CRM software to manage client interactions and follow-ups
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Upsold additional products and services after identifying customer needs and requirements.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Conducted regular follow-ups with prospective clients, nurturing leads and converting them into loyal customers.
- Built long-lasting relationships with clients through excellent communication and attentive service.
- Increased client satisfaction by providing personalized insurance consultations and recommendations.
- Contributed innovative ideas during team meetings leading to improvements in overall agency performance...
- Managed existing accounts with a high level of professionalism, addressing any concerns or changes in coverage as needed.
- Proactively sought referral opportunities from satisfied customers which led to an increase in new business acquisition.
- Implemented new sales strategies for expanding the customer base and maximizing revenue through cross selling
- Assisted colleagues during peak business hours ensuring efficient workflow within the office.
- Participated in professional development opportunities such as workshops or conferences to stay current on industry developments.
- Collaborated with underwriters to tailor policies that met clients'' specific needs and requirements.
- Educated customers on policy features, benefits, and options, allowing them to make informed decisions about their coverage.
- Building rapport with potential clients through engaging presentations highlighting the advantages of our insurance products.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
Education
Associate of Applied Business - Marketing Management And Research
Towson University
Baltimore, MD06-2000
Skills
- RISK ASSESSMENT
- INFLUENCING SALES SKILLS
- RELIABILITY
- ASSET PROTECTION EXPERTISE
- CUSTOMER NEEDS ASSESSMENT
- INSURANCE SALES STRATEGY
- SELF MOTIVATION
- SALES PIPELINE MANAGEMENT
- PROBLEM-SOLVING APTITUDE
- CONFLICT RESOLUTION
- CROSS-SELLING
- MULTITASKING ABILITIES
- CROSS-PROMOTE PRODUCTS
- TEAM BUILDING
- PRODUCT PROMOTION
- PROFESSIONALISM
- EFFECTIVE COMMUNICATION
- TEAM COLLABORATION
- PROBLEM-SOLVING ABILITIES
- TIME MANAGEMENT ABILITIES
- ADAPTABILITY
- CUSTOMER RETENTION
- SALES TECHNIQUES
- PROSPECTING SKILLS
- Insurance product expert
- PeopleSoft
- Pricing trends research
- Product status tracking
- Record updating
- Document preparation
- Policy implementation
- Expertise in Microsoft Office
- Report writing skills
- Reporting requirements
- Procurement planning
- Bidding encouragement
- Procurement activity coordination
- Bidding coordination
- Affordability assessment
- Contract monitoring
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Excellent communication
- Critical thinking
- Organizational skills
- Team collaboration
- Active listening
- Effective communication
- Adaptability and flexibility
- Decision-making
- Relationship building
- Documentation skills
- Team building
- Task prioritization
- Self motivation
- Product knowledge
- Interpersonal skills
- Analytical thinking
- Conflict resolution
- Purchasing strategies
- Goal setting
- Professionalism
- Interpersonal communication
- Time management abilities
- Continuous improvement
- Adaptability
- Written communication
- Data analysis
Community Service
Volunteer, Habitat for Humanity
Volunteer, Valor Community for Current and previous Military Personel
Awards
- Top Performer, Inside Sales Team 4 years in a row.
- Outstanding Achievement in Customer Satisfaction, every year.
- Participated in fund raising events for military veterans.
Certification
- Property and Casualty License (Resident license)- (Arizona Department of Insurance)
- Non-resident license in 49
states.
Circle of Excellence Award several years in a row.
The Circle of Excellence Awards showcases outstanding work in advanced sales production, services, customer relations, customer retention, communications, and marketing. Circle of Excellence Program rewards top-level producers annually. Insurance Sales Agents who reach outstanding levels of achievement will enjoy a monetary reward. In my case I was also awarded a Caribbean cruise for 2, a trophy presented at an award ceremony on the Caribbean cruise.
Timeline
Licensed Insurance Agent
LIBERTY MUTUAL INSURANCE COMPANY
05.2016 - 08.2024
Licensed Insurance Sales Agent
AAA NCNU Insurance
09.2003 - 05.2015
Senior Property Procurement Agent
Red Mountain Enterprise Properties, LLC
01.2000 - Current
- Property and Casualty License (Resident license)- (Arizona Department of Insurance)
- Non-resident license in 49
states.
Associate of Applied Business - Marketing Management And Research
Towson University
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