Sylvia Dawson
Ruckersville,US
Summary
Hard working and passionate Insurance Agent specializing in Business Insurance. Excellent sales, customer services and underwriting skills. Successful at developing leads through direct referrals, networking and cold calling. Experienced in a variety of products for Businesses and Individuals covering a variety of risks. Authorized to work in the US for any employer
Overview
23
23
years of professional experience
1
1
Certification
Work History
Agency Owner
Dawson's Insurance Agency LLC
Ruckersville, VA
01.2021 - Current
- Prepared accurate quotes for prospective clients based on their individual needs.
- Assisted with the underwriting process by gathering necessary documents from applicants.
- Reviewed and evaluated commercial insurance applications to determine acceptability for coverage.
- Advised customers on available options for covering their unique risk profiles.
- Managed renewal process by reviewing policies, evaluating changes in exposure levels, and recommending appropriate pricing strategies.
- Participated in meetings with brokers and agents to discuss new business opportunities.
- Resolved customer complaints regarding coverage issues or policy disputes quickly and efficiently.
- Ensured that all documentation was completed accurately prior to issuing a policy.
- Negotiated coverage, policy pricing and service delivery during meetings with customers, agents or brokers.
Financial Representative
Anchor Financial Group
Charlottesville, VA
02.2020 - 01.2021
- Evaluated leads through direct referrals, lead data base and cold calling
- Clientele by networking to find new clients and generate list of prospective clients
- Interviewed prospective clients to obtain their financial resource and needs
- Sold Life and Long term plans as well as work along an advisor helping clients with their retirement and investment needs.
Insurance Agent
Anchor Insurance Agency
Charlottesville, VA
12.2018 - 01.2019
- Sold a Variety of of Insurance products and customized insurance plans to businesses and individuals, often covering a variety of risks
- Explained features of policies both advantages and disadvantages of various policies Excellent customer service skills Maximizing Sales Opportunity in every call Built Clientele by networking to find new clients and generate a list of prospective clients.
Insurance Agent
RONNIE SHRINER INSURANCE AGENCY INC
Richmond, VA
04.2015 - 03.2018
- Worked remotely from home as a P&C selling personal and business insurance as well as cross selling for life insurance.
P&C Insurance Agent
Woodward Insurance Agency Inc
Louisa, VA
06.2010 - 09.2014
- Sold a Variety of of Insurance products and customized insurance plans to businesses and individuals, often covering a variety of risks
- Explained features of policies both advantages and disadvantages of various policiesExcellent customer service skills Maximizing Sales Opportunity in every call Built Clientele by networking to find new clients and generate a list of prospective clients.
Nationwide Insurance agent
Ronnie Shriner Insurance Agency
Richmond, VA
05.2008 - 06.2010
- Mentee agent working under Ronnie Shriner Insurance Agency for Nationwide Insurance
- Received training through Nationwide Insurance in Columbus Ohio
- Sold personal lines, commercial lines, and life Insurance.
P&C Insurance Agent
DAGGETT INSURANCE INC
Charlottesville, VA
11.2001 - 05.2008
- Wrote both non standard and standard insurance
- Learned to sell commercial insurance by working with my underwriters to understand their appetite and guide lines
- We grew a substantial Erie book of business
- We grew both a standard and not standard book of business and as people driving records and etc approved we would transfer them into our standard book of business.
Education
Life Insurance Training -
Nationwide Insurance
11.2009
Nationwide Commercial Lines Training -
Nationwide Insurance
10.2009
Nationwide Insurance Personal lines Training -
Nationwide Insurance
09.2009
High school or equivalent
Skills
- (20 years)
- Insurance Sales
- Coaching and Mentoring
- Account Management
- Underwriting
- Marketing
- Cold Calling
- Salesforce
- Customer Relations
- Pricing
- Upselling
- Business Development
- CRM Software
Certification
- Property and Casualty License, 04/2001, 04/2022
- Life & Annuities, 02/2011, 06/2024
- Health, 02/2011, 02/2022
Timeline
Agency Owner
Dawson's Insurance Agency LLC
01.2021 - Current
Financial Representative
Anchor Financial Group
02.2020 - 01.2021
Insurance Agent
Anchor Insurance Agency
12.2018 - 01.2019
Insurance Agent
RONNIE SHRINER INSURANCE AGENCY INC
04.2015 - 03.2018
P&C Insurance Agent
Woodward Insurance Agency Inc
06.2010 - 09.2014
Nationwide Insurance agent
Ronnie Shriner Insurance Agency
05.2008 - 06.2010
P&C Insurance Agent
DAGGETT INSURANCE INC
11.2001 - 05.2008
Life Insurance Training -
Nationwide Insurance
Nationwide Commercial Lines Training -
Nationwide Insurance
Nationwide Insurance Personal lines Training -
Nationwide Insurance
High school or equivalent
- Property and Casualty License, 04/2001, 04/2022
- Life & Annuities, 02/2011, 06/2024
- Health, 02/2011, 02/2022
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