Job Search Status
Open to workDesired start date: Immediately
Desired Job Title
Licensed Insurance Sales AgentSales / Customer ServiceWork Type
Full TimePart TimeLocation Preference
On-SiteRemoteHybridLocation: Phoenix, AZ
Open to relocation: No
Open To Work
SUE ELLYN SCHWAGER
Sales / Customer Service
Phoenix,AZ
Work Preference
Summary
Proactive and results-driven professional with excellent time management and problem-solving skills. Known for reliability and adaptability, excellent multi- tasking skills with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
26
26
years of professional experience
Work History
Senior Property Procurement Agent
Red Mountain Enterprise Properties, LLC
Chandler, AZ
01.2000 - Current
- Negotiated contract terms to achieve optimal procurement costs and improve service quality.
- Implemented procurement strategies to streamline sourcing processes and reduce lead times.
- Managed supplier relationships to secure timely material delivery and enhance operational efficiency.
- Coordinated with internal teams to forecast purchasing needs and inventory levels.
- Conducted market research to identify potential vendors and products.
- Reviewed purchase orders for accuracy and compliance with company policies.
- Collaborated with internal and external customers and managed all pricing and availability of all products.
Senior Licensed Insurance Sales Agent
LIBERTY MUTUAL INSURANCE COMPANY
Chandler, Arizona
04.2015 - 08.2024
- Sold auto, home, life, and other various insurance products to individuals and affinity groups using consultative selling techniques.
- Consistently exceeded sales targets through diligent follow-up, cross selling and using effective closing strategies.
- Responsible for maintaining excellent customer ratings through customer surveys.
- Proficient in sales techniques, policy reviews and adjustments for new and existing clients policies
- Utilized CRM software to manage client interactions and follow-ups.
- Resolved client concerns favorably by listening to the customers’ issues, offering practical solutions to achieve customer satisfaction.
- Collaborated with team members to share best practices and improve sales techniques.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request. This lead to and increased customer retention.
- 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 customer satisfaction through accurate, timely, and knowledgeable advice on insurance policies and coverages.
- Increased policy sales by conducting thorough needs assessments, presenting suitable coverage options, and cross selling other products.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Collaborated with underwriters to mitigate risk exposure for the company.
- Upsold and cross sold additional products and services after identifying customer needs.
- Developed sales leads from direct customer referrals.
- Exceeded corporate quotas for monthly policy sales.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Developed sales strategies to increase sales of insurance policies.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Followed up promptly with interested clients to close sales.
- Monitored customer feedback and identified areas of improvement.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Analyzed risk factors to recommend appropriate coverage levels.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
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.
- Collaborated closely with claims department resolving disputes between insurance providers resulting in satisfactory outcomes for clients.
- Assisted clients in selecting appropriate insurance policies and coverage options.
- Educated customers on policy features, benefits, and claims processes.
- Conducted thorough needs assessments to tailor insurance solutions for clients.
Education
Business Administration And Management
Towson University
Towson, MDBusiness Administration And Management
Port Elizabeth Technikon
Port Elizabeth South AfricaBusiness Administration And Management
Northeastern Illinois University
Chicago, ILSkills
- Procurement Strategy Development
- Contract Negotiation
- RISK ASSESSMENT
- Risk analysis
- Vendor Relationship Management
- Cost-Benefit Analysis
- Asset Valuation Techniques
- Sales Pipeline Management
- Needs assessment
- Time management
- Multitasking
- ADAPTABILITY
- TEAM COLLABORATION
- TEAM BUILDING
- EFFECTIVE COMMUNICATION
- PROFESSIONALISM
- SELF MOTIVATION
- PROBLEM-SOLVING APTITUDE
- CONFLICT RESOLUTION
- RELIABILITY
- Problem-solving
Awards
- Circle of Excellence Award - Top Performer, Inside Sales Team.
- Promoted to Senior Insurance Sales Agent.
- Outstanding Achievement in Customer Satisfaction Surveys.
Community Service
Volunteer in fund raising events for Valor LLC (Veteran Charity).
Timeline
Senior Licensed Insurance Sales Agent
LIBERTY MUTUAL INSURANCE COMPANY
04.2015 - 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
Business Administration And Management
Towson University
Business Administration And Management
Port Elizabeth Technikon
Business Administration And Management
Northeastern Illinois University