Trista Hays
Big Piney,WY
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and underwriters while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
15
15
years of professional experience
Work History
Insurance Agent
Tegeler And Associates
05.2019 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Obtained underwriting approval by completing application for coverage.
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Bakery Manager/Cake Decorator
Ridley's Family Market
06.2017 - 05.2019
- Arranged bakery displays to showcase baked goods, cakes, and pies to drive product sales.
- Enforced compliance with food safety standards with proper food storage, sanitation and labeling.
- Maintained and controlled inventory of baked goods.
- Maintained cleanliness and hygiene in bakery premises.
- Examined incoming inventory, merchandised shelves and prevented shrinkage.
- Submitted reports to senior management to aid in business decision-making and planning.
- Met with customers to discuss their vision and decorated cakes to their specifications.
Sales Representative
Alison's Pantry
09.2009 - 09.2017
- Managed customer accounts to secure customer satisfaction and repeat business.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Utilized CRM software to manage customer accounts and track performance metrics.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Received pallets of shipments of products and separated them into individual orders for pick up and delivery.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Built customer loyalty and retention by delivering excellent shopping experiences.
Skills
- Licensed Insurance Agent
- Professionalism and Ethics
- Property and Casualty Insurance
- Client Retention
- Insurance Industry Knowledge
- New Agent Training
- Client Needs Analysis
- Asset Protection Expertise
- Insurance Coverage Review
- Policy Adjustment Knowledge
- Client Service
- Annual Reviews
- Customer Service and Assistance
- Oral and Writing Communication
- Cross-Promote Products
- Upselling
- Quotes and sales
Timeline
Insurance Agent
Tegeler And Associates
05.2019 - Current
Bakery Manager/Cake Decorator
Ridley's Family Market
06.2017 - 05.2019
Sales Representative
Alison's Pantry
09.2009 - 09.2017
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