Zachary Whitehead
Nashville,TN
Summary
Dynamic Insurance Sales Agent with Allstate, skilled in negotiation and client account management. Proven track record of increasing sales through strategic upselling and effective lead prospecting. Adept at assessing client needs and delivering tailored insurance solutions, ensuring high customer satisfaction and retention. Committed to excellence in service and policy renewals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Allstate- Adrian Tabrue allstate
Cooper City, Florida
01.2022 - 08.2025
- Assisted clients in understanding insurance policy options and coverage details.
- Collaborated with team members to develop sales strategies and improve client engagement.
- Maintained up-to-date knowledge of insurance products and regulatory requirements.
- Utilized customer relationship management software to track leads and client interactions.
- Delivered exceptional customer service by addressing inquiries and resolving issues promptly.
- Processed applications and paperwork related to policy issuance or renewal.
- Assisted clients in selecting appropriate coverage options for their needs.
- Identified cross-selling opportunities among existing customers.
- Followed up with clients regularly to ensure satisfaction with services provided.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Ensured that all required documents are properly filled out before submission.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Upsold products to policyholders and potential new clients.
- Generated leads through cold calling, networking, referrals, and other marketing initiatives.
- Reviewed insurance policies periodically to make sure they meet customer needs.
- Maintained accurate records of client information in CRM software system.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Prepared presentations outlining product features, benefits, pricing plans.
Education
Associate of Arts - Business Administration
Santa Fe College
Gainesville, FL05-2023
Skills
- Negotiation abilities
- Leads prospecting
- Client account management
- Policy renewals
- Client assessment
- Auto insurance
- Property insurance
- Cold calling
- Customer service
- Health insurance
- Life insurance
- Policy writing
- Insurance sales strategy
- Upselling
- Prospective client identification
Certification
Property and casualty license
Life and health insurance license
Timeline
Insurance Sales Agent
Allstate- Adrian Tabrue allstate
01.2022 - 08.2025
Associate of Arts - Business Administration
Santa Fe College
Similar Profiles
Prajwal M BPrajwal M B
Lead Consultant at Allstate India Private Limited (Allstate India)Lead Consultant at Allstate India Private Limited (Allstate India)
Travis MaplesTravis Maples
Claims Service Leader, National Catastrophe Team at Allstate Insurance CoClaims Service Leader, National Catastrophe Team at Allstate Insurance Co
Beatrice Vidales JimenezBeatrice Vidales Jimenez
Licensed Sales Representative at Allstate Insurance CoLicensed Sales Representative at Allstate Insurance Co
Nic ClarkNic Clark
Sales Consultant New Nissan Stadium at Tennessee TitansSales Consultant New Nissan Stadium at Tennessee Titans
Roman StadnykRoman Stadnyk
Senior Software Engineer at Picket HomesSenior Software Engineer at Picket Homes