Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Personal Lines Insurance Sales Agent
Allstate Insurance Co
01.2021 - 10.2023
Reviewed client coverage semi-annually annually to identify new risk exposures such as liability and under-insured property and recommended additional products.
Generated quotes and proposals for clients to match individual needs.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Followed up promptly with interested clients to close sales.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Met with prospective clients to discuss insurance needs and provide solutions.
Developed sales strategies to increase sales of insurance policies.
Registered customer information on database to enable tracking history and maintain accurate records.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Educated clients on insurance policies and procedures.
Met with customers to provide information about available products and policies.
Personal Lines Insurance Sales Agent
Allstate Insurance Co
06.2013 - 11.2020
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Registered customer information on database to enable tracking history and maintain accurate records.
Developed comprehensive marketing plans to promote insurance products to potential clients.
Generated quotes and proposals for clients to match individual needs.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Followed up promptly with interested clients to close sales.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Met with prospective clients to discuss insurance needs and provide solutions.
Collected premiums on or before effective date of coverage.
Personal Lines Insurance Sales Agent
State Farm
09.2009 - 06.2013
Researched providers and compared coverage and premiums to deliver best possible packages to clients.
Established information necessary for policy development by interviewing clients, requesting records and inspecting property.
Calculated premiums and established payment methods for sales.
Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Generated quotes and proposals for clients to match individual needs.
Life and Health Insurance Sales Representative
Aflac
09.2003 - 11.2005
Trained and mentored new sales representatives.
Retained excellent client satisfaction ratings through outstanding service delivery.
Managed customer accounts to secure customer satisfaction and repeat business.
Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
Generated new leads through networking and attending industry events.
Developed and delivered engaging sales presentations to convey product benefits.
Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
Engaged in friendly conversation with customer to better uncover individual needs.
Developed strong rapport with customers and created positive impression of business.
Recommended complementary purchases to customers, increasing revenue.
Analyzed risk factors to recommend appropriate coverage levels.
Collected premiums on or before effective date of coverage.
Education
Associates - Liberal Arts And General Studies
Rutgers, The State University of New Jersey
New Brunswick, NJ
Skills
Contract Review and Analysis
Policy Management Expertise
Policy Adjustment Knowledge
Consultative Selling Techniques
Customer Experience
Payment Method
Asset Protection
Team Training
Product Knowledge
Account Retention
Customer Interaction
Client Service
Production Goals
Cold Calling
Office Operations
Lead Prospecting
Certification
Licensed Property and Casualty Agent in Michigan - since 2009