Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Multi-Line Insurance Agent
Comparion Insurance
02.2024 - 04.2024
Managed a diverse portfolio of personal lines, commercial lines, life policies for varied clientele demographics.
Conducted regular follow-up communication with clients to ensure their satisfaction while identifying additional sales opportunities.
Enhanced client education by delivering informative presentations on insurance topics such as coverage options, risk management strategies, and claims processes.
Web Sales Consultant
Auto Club Enterprises
03.2022 - 11.2023
Consults with prospective clients to discuss and understand their insurance needs
Explains the insurance products available, different coverage types, and benefits of each plan
Maintains communication with clients to identify changing needs in services, property, or account information
Calculates reasonable premium quotes using the information gathered.
Director of Sales
Group Benefits Greenhill Insurance
03.2021 - 03.2022
Pursued sales deals by qualifying clients, building individualized proposals, and preparing final contracts
Researched competitors and stayed on top of current market conditions to survey landscape and anticipate roadblocks
Cultivated strong relationships with key organizations and professionals to support future business growth objectives
Maintained current knowledge of pricing, products, and services to leverage competitive edge and retain market share
Supported company core values, goals, and objectives to uphold principles while promoting best interests of independent sales force.
Accident & Health Sales Representative
Allstate Benefits
01.2018 - 02.2021
Helped Grow territory 216% over goal in 2020 with consistent attention to customer's demands
Improved profitability of existing accounts by continuously reviewing opportunities, finding unique solutions that differentiate my clients from their competition and building strong connections
Pursued 300+ contacts per week, obtaining leads from diverse pipelines, online databases, and referrals
Prioritized sales activities for maximum returns, including calling on active and dormant accounts to offer new products and services
Determined customers' needs based on sales calls and face-to-face meetings
Increased customer satisfaction by quickly responding to any concern or request
Delivered exceptional sales support by staying current on product offerings and company processes
Capitalized market opportunities consistently by monitoring competitor actions to understand trends.
Preferred Sales Specialist
10.2016 - 10.2017
Met sales quotas, frequently exceeding targets by taking advantage of upselling opportunities
Exceeded company product goals by 290%
Helped with the growth and learning process of peers & associates in areas of opportunity
Maintained customer satisfaction, and quickly resolved issues
Promoted products effectively by staying on top of offerings and prices
Recommended merchandise to suit customer budget and preferences.
Director of Sales
03.2011 - 06.2016
Achieved annual sales of 3.1 million
Led daily sales meetings to assess performance in relation to targets and motivate the team to meet those targets
Developed rapport with clients and key prospects, including active contribution to the sales process, making in-person sales calls, and entertaining clients
Coordinated sales meetings to discuss targets, marketing campaigns, and strategy improvements for deficient areas
Conducted one-on-one meetings with all associates to troubleshoot areas of opportunity and determine the best course of action to improve performance
Implemented strategies for improving customer retention and increasing program upgrades.
Education
No Degree - Business Management
Henry Ford Community College
Dearborn, MI
06.2010
No Degree - Business Administration And Management
Lansing Community College
Lansing, MI
06.2005
Skills
Consultative and relationship selling
Strong Interpersonal skills
Problem Solving
Strong Work Ethic
Critical Thinking
Compelling leadership skills
Task Prioritization
Goal-Oriented
Insurance sales expertise
Interpersonal abilities
Certification
Insurance Agent- P&C Personal Lines (ID: 2817931)
Insurance Agent- P&C Commercial Lines
Insurance Agent- Life and Health (ID: 2347054)
Timeline
Multi-Line Insurance Agent
Comparion Insurance
02.2024 - 04.2024
Web Sales Consultant
Auto Club Enterprises
03.2022 - 11.2023
Director of Sales
Group Benefits Greenhill Insurance
03.2021 - 03.2022
Accident & Health Sales Representative
Allstate Benefits
01.2018 - 02.2021
Preferred Sales Specialist
10.2016 - 10.2017
Director of Sales
03.2011 - 06.2016
No Degree - Business Management
Henry Ford Community College
No Degree - Business Administration And Management
Lansing Community College
Insurance Agent- P&C Personal Lines (ID: 2817931)
Insurance Agent- P&C Commercial Lines
Insurance Agent- Life and Health (ID: 2347054)
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