Thea Sherer
Orange Park,FL
Summary
Results-driven Manager accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and bank products and competitor offerings. Persuasive communicator with personable style. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
26
26
years of professional experience
Work History
General Line Insurance Sales Agent
Brightway Insurance
04.2024 - Current
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- 220 and 214 Insurance Licenses
Multi Line Sales Agent
State Farm
11.2017 - 04.2024
- Developed strong relationships with clients through excellent customer service and regular followups.
- Assisted call-in customers with questions and orders.
- Increased sales and customer satisfaction through personalized servicing.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- 220 and 214 Insurance Licenses
Office Manager
Augustyniak Insurance Agency
11.2016 - 11.2017
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
- Completed and delivered employee reviews.
- Tracked and audited monthly sales commissions.
- 220 and 214 Insurance Licenses
Member Relationship Specialist Supervisor
VyStar Credit Union
07.2006 - 08.2016
- Achieved high levels of member satisfaction through empathetic listening and effective problem-solving skills.
- Participated in community events to promote credit union services, fostering goodwill within the local market.
- Collaborated with branch team members to achieve sales targets and improve overall branch performance.
- Facilitated successful loan application processes by guiding members through each step while adhering to compliance regulations set forth by the credit union.
- Strengthened member relationships through personalized service and proactive financial guidance.
- Contributed to membership growth efforts by engaging prospective clients in conversations about their financial goals and how our services could support them in achieving those objectives.
- Enhanced member satisfaction by effectively resolving complex issues and inquiries in a timely manner.
- Cross-trained and provided backup support for organizational leadership.
- Supported branch leadership in the execution of marketing campaigns and promotions aimed at attracting new members and increasing product adoption rates among existing clientele.
- Responded to customer calls and emails to answer questions about products and services.
- Exhibited high energy and professionalism when dealing with clients and staff.
Customer Service Unit Manager AVP
Bank Of America
04.1998 - 07.2006
- Evaluated employee performance regularly for professional growth opportunities, accountability measures, and feedback-driven improvement strategies.
- Ensured compliance with regulations and standards through regular audits, staff education, and policy updates.
- Resolved conflicts among team members quickly to maintain a positive working environment conducive for continued excellence in customer service.
- Assisted in development and implementation of policies, procedures, and regulations for unit operations.
- Facilitated interdepartmental collaboration through effective communication and coordination of process and procedures.
Education
Associate of Arts - Business Administration And Management
Florida State University
Tallahassee, FL08.1982
High School Diploma -
Orange Park High School
Orange Park, FL06.1980
Skills
Customer Service
Insurance sales
Product Knowledge
Strong negotiation
Licensed Insurance Agent
Account Management
Rapport Building
Customer Retention
Customer Needs Assessment
Customer Referrals
Relationship Building
Affiliations
- Fleming Island Lions Club Secretary
Timeline
General Line Insurance Sales Agent
Brightway Insurance
04.2024 - Current
Multi Line Sales Agent
State Farm
11.2017 - 04.2024
Office Manager
Augustyniak Insurance Agency
11.2016 - 11.2017
Member Relationship Specialist Supervisor
VyStar Credit Union
07.2006 - 08.2016
Customer Service Unit Manager AVP
Bank Of America
04.1998 - 07.2006
Associate of Arts - Business Administration And Management
Florida State University
High School Diploma -
Orange Park High School
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