Venus Ross
Gilbert
Summary
Dynamic Licensed Insurance Agent with proven success at E-telequote, excelling in client relationship management and insurance sales strategy. Achieved high client retention rates through tailored solutions and exceptional service. Expertise in health and life insurance, combined with a goal-oriented approach, consistently exceeded sales targets while ensuring regulatory compliance.
Overview
7
7
years of professional experience
Work History
Licensed Insurance Agent
E-telequote
Gilbert, AZ
05.2019 - 01.2026
- Guided clients through available insurance options to address their needs.
- Assisted customers in navigating policy details and coverage benefits.
- Communicated effectively with clients to build trust and rapport.
- Resolved customer inquiries promptly, enhancing overall satisfaction.
- Analyzed client information to recommend appropriate insurance products.
- Conducted follow-up calls to ensure client understanding of policies.
- Maintained detailed records of client interactions for compliance purposes.
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
- Upsold additional products and services after identifying customer needs and requirements.
- Exceeded corporate quotas for monthly policy sales.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
Education
Bachelor of Science -
Purdue University
West Lafayette, INSkills
Insurance sales expertise
Insurance product expertise
Client relationship management
Client account management
Client retention
Goal oriented approach
Regulatory compliance
Sales strategy development
Insurance sales strategy
Customer service
Customer follow-up
Policy writing
Client needs analysis
Health insurance
Licensed insurance agent
CRM software
Life insurance
Vision and dental insurance
Insurance eligibility
Timeline
Licensed Insurance Agent
E-telequote
05.2019 - 01.2026
Bachelor of Science -
Purdue University