Sylvia Dawson
Ruckersville,US
Summary
Dynamic and dedicated Insurance Agent specializing in Business Insurance, recognized for exceptional sales acumen, customer service excellence, and underwriting expertise. Proven ability to generate leads through direct referrals, networking, and cold calling, while adeptly managing agency operations to enhance client satisfaction and drive business growth. Extensive experience in offering a diverse range of insurance products tailored for both businesses and individuals, effectively addressing various risk factors. Strong leadership and strategic planning skills foster team collaboration and adapt seamlessly to evolving market conditions.
Overview
24
24
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
01.2020 - 12.2020
- 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
11.2018 - 01.2020
- 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
03.2015 - 11.2018
- 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
05.2010 - 08.2014
- 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
04.2008 - 05.2010
- 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
10.2001 - 04.2008
- 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
GED -
High School Or Equivalent
Greene County VALife Insurance Training -
Nationwide Insurance
11-2009
Nationwide Commercial Lines Training -
Nationwide Insurance
Columbus, OH10-2009
Nationwide Insurance Personal lines Training -
Nationwide Insurance
Columbus, OH09-2009
Skills
- (20 years)
- Insurance Sales
- Coaching and Mentoring
- Account Management
- Underwriting
- Marketing
- Cold Calling
- Salesforce
- Customer Relations
- Pricing
- Upselling
- Business Development
- CRM Software
- Customer relations
- Administering budgets
- Operational planning
- Operations management
- Closing techniques
- Risk management
- Sales management
- Business planning
- Relationship building
- Multitasking
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
01.2020 - 12.2020
Insurance Agent
Anchor Insurance Agency
11.2018 - 01.2020
Insurance Agent
RONNIE SHRINER INSURANCE AGENCY INC
03.2015 - 11.2018
P&C Insurance Agent
Woodward Insurance Agency Inc
05.2010 - 08.2014
Nationwide Insurance agent
Ronnie Shriner Insurance Agency
04.2008 - 05.2010
P&C Insurance Agent
DAGGETT INSURANCE INC
10.2001 - 04.2008
Life Insurance Training -
Nationwide Insurance
Nationwide Commercial Lines Training -
Nationwide Insurance
Nationwide Insurance Personal lines Training -
Nationwide Insurance
GED -
High School Or Equivalent