Summary
Overview
Work History
Education
Skills
Timeline
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Terry Stiever

New Braunfels,TX

Summary

Licensed Insurance Sales Agent Property & Casualty, Life, Health Property Adjuster Communication Skills Mutual Funds Sales Experience Customer Service 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

20
20
years of professional experience

Work History

INSURANCE AGENT

BUCKLE INSURANCE –REMOTE
10.2021 - Current
  • Respond to customer inquiries via ZOOM phone, email, or chat in a timely and professional manner
  • Resolve customer complaints and issues with empathy, patience and confidence
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Utilized CRM software to manage client relationships.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.

FINANCIAL REP

VICTORY CAPITAL MGT / APEX SYSTEMS
03.2021 - 10.2021
  • Inbound call flow processed market trades for USAA members IRA’s, SEPS, ROTHs, UTMAs,529’s, non-IRA accounts, 403(b)(7) and web support
  • Research incoming and outgoing transaction forms,
  • NIGO or IGO status
  • Utilized the call flow process to provide excellent service to military members and their families
  • Proficient in Genesys, Salesforce, FISTA, Alfresco, TACC and Broadridge systems.

Agent /Owner

STIEVER INSURANCE, INSURANCE AGENCY
09.2013 - 03.2021
  • Auto Home Life Business insurance sales, service and retention
  • An indemnity product logistics company offering in personal and virtual customized product offerings from over 50 different carriers
  • No other agency could do more, shop more or save more.

CAT Adjuster

AMCATUSA ADJUSTING SERVICES, Storm Sandy
08.2011 - 09.2013
  • Able to analyze Property and Casualty insurance coverage to ensure compliance with state statutes
  • Followed strict structure for content & flow for estimates in “Xactimate”
  • Skilled at communicating technical information in person, email and by telephone to clients
  • Maintained diary timeline of events and documentation with insureds
  • Developed skills, resourcefulness, awareness, sensitivity and empathy needed to communicate to a wide variety of people in different stages of stress, agitation and anxiety.

FARMERS INSURANCE AGENT
03.2003 - 08.2011
  • Cultivated new business by cold calling prospects and converting them to clients
  • Acted as a field underwriter for the Farmers Group of Companies
  • Achieved the Silver Star for financial sales by diligently working every selling opportunity
  • Earned Topper Club several years by seeing enough people and saying the right things
  • Earned Blue Vase for life sales
  • Earned Life Masters for life sale – last group to participate in Life Masters
  • Earned numerous competitively based contests and trips for sales production achievements

Education

BBA - Business Management

Texas Christian University
Fort Worth TX

MBA - Small Business Administration And Management

Tarleton State University

Skills

  • Requirements Reviews
  • Insurance Coverage Review
  • Upselling
  • Loyalty Programs
  • Sell Policies
  • Final Expense Insurance
  • Life Insurance
  • Health Insurance Sales
  • Property and Casualty Insurance Sales

Timeline

INSURANCE AGENT

BUCKLE INSURANCE –REMOTE
10.2021 - Current

FINANCIAL REP

VICTORY CAPITAL MGT / APEX SYSTEMS
03.2021 - 10.2021

Agent /Owner

STIEVER INSURANCE, INSURANCE AGENCY
09.2013 - 03.2021

CAT Adjuster

AMCATUSA ADJUSTING SERVICES, Storm Sandy
08.2011 - 09.2013

FARMERS INSURANCE AGENT
03.2003 - 08.2011

BBA - Business Management

Texas Christian University

MBA - Small Business Administration And Management

Tarleton State University
Terry Stiever