TONY WANG
Insurance Agent
Plano,TX
Summary
Experienced Inside Sales Representative highly effective at cultivating productive customer relations and building loyalty with exceptional service and product offerings. Currently WFH for a major life insurance company. I have won numerous sales wards including: Rookie Fast Start Awards - Liberty Mutual Century Club Recipient - Liberty Mutual Circle of excellence Finalist. I have over 8 years of proven sales success to bring over to Progressive Insurance and help drive dramatic revenue growth.
Overview
15
15
years of professional experience
1
1
year of post-secondary education
Work History
Insurance Sales Representative-Remote WFH
Inside Life, Globe Life And Accident Insurance Company
McKinney, TX
10.2018 - Current
- Responsible for receiving and making outbound calls WFH with the intent of promoting and selling Globe Life Insurance products to new and existing customers.
- Provide consultative sales support to match new and existing customers to the products that best meets their needs.
- Duties includes and not limited to: Selling insurance products to new and existing customers, tracking sales results, reporting results and trends, participate in extensive product training to learn policy terms and underwriting guidelines, handle high volume inbound calls and make follow-up calls, build and maintain customer relationships, responsible for Continuing Education, responsible for closing business and generating revenue for the company, close new accounts by interacting with customers primarily via telephone or email by providing exceptional customer service and forming strong client relationships.
Inside Sales Advisor
Liberty Mutual Insurance
Plano, TX
04.2017 - 09.2018
- Counseled potential customers about Liberty Mutual's products and services.
- Helped customers identify services/products that best suited their needs.
- Provided insurance quotes and information in a courteous and professional manner.
- Answered customer inquiries regarding coverage levels and informed them of policy enhancements to ensure customer satisfaction.
- Consistently exceeded sales goals.
- Averaged sales of 90 new policies each month.
Inside Sales Representative
State Farm Insurance
Richardson, TX
04.2014 - 04.2017
- Help our customers manage the risks of everyday life, recover from the unexpected, and realize their dreams.
- Committed to solving customer's needs on first contact through simple, high-quality and personalized experiences for every customer.
- Duties includes answering insurance service questions and assisting with the selling of State Farm insurance products to all customers.
- Sell State Farm insurance products through an inbound call center after successfully filling state licensing while maintaining continuing education requirements.
Corporate Accounts Specialist / WorldVentures
Plano, TX
07.2007 - 04.2014
- Deliver exceptional service through inbound member phone calls and emails while simultaneously operating multiple computer applications Actively engage member on our amazing products, services, benefits and promotions providing clarity, accuracy all while creating an incredible and authentic experience -Find innovative ways to wow and delight our members -Build sustainable relationships and trust with our members through open and interactive communication centered around accuracy and empathy -Take ownership of the relationship and follow through on commitments -Educate our members on how they can maximize the value of their membership through consultative techniques -Actively engage the member in a holistic review of their account - researching inquiries, resolving escalations and understanding purpose for the contact through discovery and listening.
Education
College of Business And Technology - Business Administration And Management
Purdue University Global
West Lafayette, IN 02.2021 - Current
Skills
Business growth
Account retention
Account management
Policy understanding
Asset protection
Loss analysis
Risk management
Product knowledge
Quotes and sales
Property insurance
Client needs analysis
Life insurance
Auto insurance
Licenses
Texas General Lines Agent Producer - Property and Casualty, April, 2014 to present.
Texas General Lines Agent Producer - Life, Accident and Health, October, 2018 to present.
Affiliations
Toastmasters Club - Competent Communicator and Leadership workshops completed.
Timeline
College of Business And Technology - Business Administration And Management
Purdue University Global
02.2021 - Current
Insurance Sales Representative-Remote WFH
Inside Life, Globe Life And Accident Insurance Company
10.2018 - Current
Inside Sales Advisor
Liberty Mutual Insurance
04.2017 - 09.2018
Inside Sales Representative
State Farm Insurance
04.2014 - 04.2017
Corporate Accounts Specialist / WorldVentures
07.2007 - 04.2014