TONY WANG
Plano
Summary
Proven Insurance Sales Professional with a robust history at companies like Globe Life Insurance, excelling in customer retention and sales techniques. Skilled in CRM software and effective communication, I've demonstrated a consistent ability to surpass sales targets by at least 20% through exceptional account management and problem-solving skills.
Overview
17
17
years of professional experience
Work History
State Farm-Retention II Specialist
Everise
05.2024 - Current
- Followed all company policies and procedures to deliver quality work.
- Developed strong client relationships through consistent communication and attentive service.
- Built and managed relationships with key clients and partners to drive growth.
- Remote work environment.
- Property and Casualty license insurance rep role.
- Servicing existing State Farm customers.
RETENTION SPECIALIST II
STATE FARM INSURANCE
05.2023 - 03.2024
- Implemented strategies for improving overall user experience across all channels
- Conducted regular surveys with existing customers to gauge satisfaction levels
- Conferred with management to resolve staff issues and problems
- Provided personalized customer service experiences to ensure high-quality interactions
- Developed strategies to improve customer experience and reduce attrition rate
- Utilized CRM software to track customer communication and feedback.
- Property and Casualty license role. Hybrid work environment.
INSIDE LIFE INSURANCE SALES REPRESENTATIVE
GLOBE LIFE INSURANCE COMPANY
10.2018 - 09.2022
- Demonstrated expertise in life insurance products, services, and regulations
- Organized seminars for existing customers to review their current coverage plans
- Conducted market research to identify potential customers and develop strategies for increasing sales
- Demonstrated strong communication skills in order to effectively convey product information and close sales
- Leveraged CRM software to track leads, manage accounts, analyze trends and optimize sales processes
- Entered customer transaction information into company databases.
- Hybrid and then remote work environment. Life, Accident, Health license role.
INSIDE SALES ADVISOR
LIBERTY MUTUAL INSURANCE COMPANY
04.2017 - 09.2018
- Provided excellent customer service throughout entire sales cycle, addressing client concerns promptly and professionally.
- Developed strong relationships with key accounts, ensuring repeat business and customer satisfaction.
- Improved client retention rate by conducting regular account reviews, identifying areas for improvement or expansion opportunities within existing contracts.
- Answered customers' questions regarding products, prices, and availability.
CUSTOMER CARE CENTER - SALES REPRESENTATIVE
STATE FARM INSURANCE
04.2017 - 09.2018
- Collaborated with marketing teams on campaigns designed to generate leads and increase brand awareness
- Developed strong communication and interpersonal skills to build relationships with customers and colleagues
- Conducted research on potential clients and markets to identify new opportunities for growth
- Utilized Salesforce CRM software to maintain accurate records of leads, contacts, accounts, opportunities, activities, and outcomes
- Assisted customers in selecting the best products based on their needs, preferences, and budget
- Analyzed sales data to adjust and improve sales strategies.
CORPORATE ACCOUNTS SPECIALIST
WORLDVENTURES
04.2017 - 09.2018
- Developed strong communication and interpersonal skills to build relationships with customers and colleagues
- Conducted research on potential clients and markets to identify new opportunities for growth
- Utilized Salesforce CRM software to maintain accurate records of leads, contacts, accounts, opportunities, activities, and outcomes
- Assisted customers in selecting the best products based on their needs, preferences, and budget
- Analyzed sales data to adjust and improve sales strategies.
04.2014 - 04.2017
- Provided outstanding customer service and support to clients, resolving inquiries efficiently and effectively
- Successfully managed multiple projects simultaneously while maintaining high standards of performance
- Developed relationships with customers by providing prompt responses to requests and inquiries
- Utilized knowledge of products and services to resolve customer issues efficiently and effectively
- Communicated product features, advantages, and benefits to customers
- Negotiated contracts and prices with clients to exceed sales goals.
07.2007 - 04.2014
- Participated in team meetings providing insights on current projects progress or potential improvements needed
- Monitored budget spend across all corporate accounts ensuring adherence to financial targets
- Resolved complex customer issues in a prompt and professional manner
- Utilized strong communication skills to effectively negotiate contracts with corporate customers
- Generated monthly reports summarizing key metrics related to corporate accounts performance
- Demonstrated expertise in building relationships with clients, understanding their needs, and providing solutions to meet their objectives
- Obtained customer needs and goals through in-depth consultations
- Monitored customer account performance and implemented strategies to improve satisfaction.
Education
High School Diploma -
Newman Smith High School
Carrollton, TX06.1992
Skills
- Sales skills - Warm and cold leads
- Customer Service
- Account Management
- Data Entry
- Customer Resolution
- Order Entry
- Microsoft Office
- Chinese Intermediate
- Documentation skills
- Customer Retention Strategies
- Customer Relations
- Upselling and Cross Selling
- Performance Metrics
- CRM Software Proficiency
- Effective Communication
- Conflict Resolution
- Sales Techniques
- Active Listening
- Problem Solving
Affiliations
Member of Toastmasters since 2009
Professional License
License No: 1921623
NPN: 17298340
Texas - General Lines Agent / Property and Casualty
Texas - General Lines Agent / Life, Accident, Health and HMO
Timeline
State Farm-Retention II Specialist
Everise
05.2024 - Current
RETENTION SPECIALIST II
STATE FARM INSURANCE
05.2023 - 03.2024
INSIDE LIFE INSURANCE SALES REPRESENTATIVE
GLOBE LIFE INSURANCE COMPANY
10.2018 - 09.2022
INSIDE SALES ADVISOR
LIBERTY MUTUAL INSURANCE COMPANY
04.2017 - 09.2018
CUSTOMER CARE CENTER - SALES REPRESENTATIVE
STATE FARM INSURANCE
04.2017 - 09.2018
CORPORATE ACCOUNTS SPECIALIST
WORLDVENTURES
04.2017 - 09.2018
04.2014 - 04.2017
07.2007 - 04.2014
High School Diploma -
Newman Smith High School
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