Summary
Overview
Work History
Education
Skills
Timeline
Generic

Valerie Thomas

Gilbert,AZ

Summary

Highly-motivated Insurance Manager with background in Finance and Marketing. Adept at working effectively and mastering new skills. Strengths include strong leadership skills, ability to meet sales targets and proficiency in relationship-building with clients and exceptional interpersonal skills.

Overview

30
30
years of professional experience

Work History

Insurance Agent, Gilbert, Arizona

Sentry Insurance
08.2004 - Current
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Met with division leaders and consultants to discuss strategies to increase sales.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.

Small Business Owner, Buckeye, Arizona

Performance Aviation
08.2015 - 10.2021
  • Established relationships with banking partners to secure favorable terms on financing arrangements.
  • Negotiated contracts with vendors in order to obtain competitive pricing structures.
  • Calculated and prepared checks for utilities, taxes, and other payments.
  • Negotiated terms with banks and other financial institutions to secure financing and optimize terms.
  • Managed relationships with investors, providing updates and addressing inquiries to maintain confidence.
  • Analyzed competitors and market trends to facilitate business growth.
  • Managed payroll processing activities for multiple entities including tax filings.
  • Organized trade shows and exhibitions to promote brand awareness.
  • Managed social media accounts and campaigns.

Insurance Agent / Producer, Mesa, Arizona

Farmers Insurance Company
07.1994 - 07.2004
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Monitored market conditions to ensure that existing policies remain competitively priced.
  • Processed payments received from clients promptly according to established procedures.
  • Analyzed market trends to identify potential opportunities for growth.
  • Managed social media accounts and campaigns.

Education

Agent License

Arizona School of Real Estate And Business
Scottsdale
04-1994

Skills

  • Client assessment
  • Account Management
  • CRM Software
  • Leads Prospecting
  • Workflow Coordination
  • Upselling
  • Marketing Management
  • Verbal and written communication
  • Professional Networking
  • Problem-solving capabilities
  • Interpersonal Relations
  • Attention to Detail
  • Cross selling
  • Customer service-focused

Timeline

Small Business Owner, Buckeye, Arizona

Performance Aviation
08.2015 - 10.2021

Insurance Agent, Gilbert, Arizona

Sentry Insurance
08.2004 - Current

Insurance Agent / Producer, Mesa, Arizona

Farmers Insurance Company
07.1994 - 07.2004

Agent License

Arizona School of Real Estate And Business

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Valerie Thomas