Sutanya Williams
Upper Darby,USA
Summary
Dynamic and results-oriented Commercial Insurance Agent with 7 years of experience in risk assessment, client relationship building, and delivering customized financial solutions to businesses. Expertise in analyzing financial statements, negotiating terms, and ensuring compliance with industry regulations has resulted in a proven track record of increasing sales and enhancing client satisfaction while managing complex accounts. Committed to leveraging skills in risk management, financial analysis, and client servicing to transition into a Commercial Loan Officer role, with the goal of assisting businesses in securing financing and achieving financial objectives through effective relationship-building and problem-solving strategies.
Overview
14
14
years of professional experience
Work History
Licensed Insurance Agent
Liberty Mutual Insurance
Media, Pennsylvania
10.2018 - Current
- Developed and maintained strong relationships with affiliates and referral sources that resulted in $127k of premium in the first quarter of 2023 on pace to sell $500k in premium for the year
- Produced $10,000 above state target premium plus $500 in Life Insurance for the month of February 2023 earning recognition from Mid-Atlantic Region Champions Club
- Assist in determining client’s coverages and liability, identify suitable insurance policies
- Identify cross-selling opportunities to existing client
- Sell auto, home, life and other personal lines insurance products while providing exceptional customer service
Bank Teller
Bryn Mawr Trust
Wayne, Pennsylvania
10.2017 - 02.2018
- Ensured customer satisfaction with patience and a positive attitude
- Operated a teller station in compliance with all bank and audit procedures with 0 mistakes
- Established credibility with over 100 customers by remembering the names of regular clients and created friendly rapport, boosted rate of customer loyalty and retention
- Documented pertinent client information in the BMT-CRM database
- Promoted bank products and recorded all transactions
Senior Account Executive
Enterprise Car Sales
Glen Burnie, Maryland
04.2014 - 07.2017
- Recognized as top performer in the Baltimore area for 2015 and 2016 by exceeding sales target, consistently employee of the month
- Interpreted customer needs and offered different vehicle options to complete car sales, generated over $1M. in annual revenue
- Fostered relationship with existing customers to increase the number of referred clients by 6% year over year
- Improved profitability by growing customer base and upselling ancillary products
- Maintained daily call log and provided detailed notes for every customer
Management Trainee
Enterprise Rent-A-Car
Ellicott City, Maryland
09.2011 - 04.2014
- Provided high levels of customer service under pressure and during peak hours, thereby contributed to an average score of 86% regional ranking
- Communicated effectively with customers and coworkers to maximize sales and operational plan
- Managed overall branch operations in absence and/or request of the Branch Manager
- Scheduled vehicles to meet needs of ongoing and new customers and helped increase branch fleet by 10%
- Inspected and reported any damages on rental vehicles
Education
Bachelor of Arts - Communication Studies
Eastern University
Wayne, Pennsylvania01.2011
Skills
- Outstanding customer support
- Effective conflict resolution
- Analytical problem solving
- Data analysis
- Sales growth strategies
- Strong negotiation abilities
- Insurance sales expertise
- Insurance product expertise
- Client relationship management
- Client account management
Affiliations
Greater Philadelphia Association of Realtors October 2022 - Present
Timeline
Licensed Insurance Agent
Liberty Mutual Insurance
10.2018 - Current
Bank Teller
Bryn Mawr Trust
10.2017 - 02.2018
Senior Account Executive
Enterprise Car Sales
04.2014 - 07.2017
Management Trainee
Enterprise Rent-A-Car
09.2011 - 04.2014
Bachelor of Arts - Communication Studies
Eastern University