WENDY BEESON GREGG
Andrews
Summary
Driven General Lines agent with 24 years of experience in offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
26
26
years of professional experience
Work History
Account Manager
Weatherby-Eisenrich Insurance
06.2022 - 05.2023
- Commercial lines account renewal preparation and finalization
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Kept detailed records of daily activities through online customer database.
- Met existing customers to review current services and expand sales opportunities.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Consulted with businesses to supply accurate product and service information.
Agency Owner, Insurance Agent
Beeson Insurance Agency, LLC
05.2007 - 10.2020
- Personal and commercial lines sales, policy servicing, and claim handling
- Enhanced agency reputation by maintaining the highest standards of professionalism, integrity, and ethical conduct in all business dealings.
- Fostered strong relationships with carriers to ensure access to competitive products that met clients'' evolving needs effectively.
- Expanded client base through effective networking, relationship management, and referrals.
- Balanced multiple priorities effectively as both an insurance producer responsible for generating sales and a business owner in charge of managing the overall agency operations.
- Developed custom insurance solutions tailored to individual clients'' unique needs for increased satisfaction and loyalty.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Personal Lines and Life Insurance Producer
Mike Podzemny, State Farm
05.2000 - 05.2007
- Personal lines sales, servicing, and claim processing
- Conducted regular policy reviews for existing clients, identifying opportunities for adjustments or additional coverage options based on changes in their personal circumstances or financial planning goals.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Promoted products and services using upselling and other sales strategies.
- Negotiated contracts and terms of sale with potential customers.
- Soliciting and processing auto loans and bank products
- Participated in ongoing professional development opportunities to stay current on industry best practices and maintain necessary licensure requirements.
Personal Lines Agent
Beeson Insurance Agency
09.1997 - 05.2000
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Analyzed risk factors to recommend appropriate coverage levels.
- Finalized sales and collected necessary deposits.
- Maintained accurate records of all client interactions, policy changes, and sales activities, ensuring seamless communication among team members and timely completion of tasks.
- Assisted clients in filing claims efficiently, facilitating prompt resolution and maximizing their satisfaction during difficult circumstances.
Education
High School Diploma -
Odessa High School
Odessa, TX06.1992
Certification - Business Administration
Avalon Vocational Institute
Odessa, TX09-1994
No Degree - Business Administration
Odessa College
Odessa, TX09.1993
Skills
- Licensed General Lines Agent- Property & Casualty/Health & Life
- Proficient customer service, communication
- NECHO system
- Insurance Pro Agency Management System
- Microsoft Word
- Microsoft Excel
- TDI Satisfactory continuing education requirements
Timeline
Account Manager
Weatherby-Eisenrich Insurance
06.2022 - 05.2023
Agency Owner, Insurance Agent
Beeson Insurance Agency, LLC
05.2007 - 10.2020
Personal Lines and Life Insurance Producer
Mike Podzemny, State Farm
05.2000 - 05.2007
Personal Lines Agent
Beeson Insurance Agency
09.1997 - 05.2000
High School Diploma -
Odessa High School
Certification - Business Administration
Avalon Vocational Institute
No Degree - Business Administration
Odessa College
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