Talley Graves
Clearwater,FL
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
11
11
years of professional experience
Work History
Insurance Agent
Symmetry Financial Group
04.2023 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Utilized CRM software to manage client relationships.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Educated clients on insurance policies and procedures.
- Generated leads through cold-calling, networking and other outreach methods.
Insurance Agent
My Health Advisors
04.2022 - 05.2023
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
Insurance Agent
Arison Insurance Services
03.2013 - 03.2021
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
Education
High School Diploma -
Saint Petersburg Community College
Tarpon Springs, FL06.2011
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Customer follow-up
- Client Relations
- Policy Knowledge
- Client Retention
- Life Insurance
- Upselling
- Health insurance
- Policy Renewals
- Customer Referrals
Timeline
Insurance Agent
Symmetry Financial Group
04.2023 - Current
Insurance Agent
My Health Advisors
04.2022 - 05.2023
Insurance Agent
Arison Insurance Services
03.2013 - 03.2021
High School Diploma -
Saint Petersburg Community College
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