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Skills

  • Dinner service planning
  • Market research
  • Interpersonal and written communication
  • Pricing tool development
  • Open house preparations
  • Process improvement
  • Strong verbal communication
  • Data entry
  • Document scanning
  • Risk management processes and analysis

Work Experiences

  • Boosted conversion to close by 53%.
  • Boosted overall sales by 55%.
  • Achieved results within 3 months.
  • Achieved a 67% decrease in early cancellations.
  • Addressed overlapping coverage efficiently.
  • Educated over 10 weekly clients on the buying and selling processes to improve customer satisfaction and understanding.
  • Achieved for 16 consecutive quarters.
  • Answered an average of 9 calls, emails, and faxes per day, responding to customer inquiries, resolving problems, and informing customers about new products.
  • Achieved results in 2018.
  • Achieved results over 16 quarters.

Summaries

  • Adept at analyzing market trends.
  • Achieved a 56% improvement in initial engagement.
  • Motivated Licensed Sales Agent with experience managing large-scale projects, including budgeting and administration.
  • Achieved a 24% decrease in policy cancellations.
  • Adaptable Licensed Sales Agent.
  • Licensed Sales Agent with 15 years of experience in data analysis.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Professional with 14 years of progressive experience in the field who is highly organized and detail-oriented.
  • Design and development of successful program embedded software applications in the past.
  • Accomplished sales agent adept at analyzing market trends to identify upsell opportunities, increasing policy enrollment by 72% in 2020.

Accomplishments

  • Boosted customer satisfaction ratings by 69% through consistent follow-ups and responsiveness to client feedback.
  • Monitored and analyzed sales performance metrics to identify growth opportunities, ultimately increasing revenue by 59%.
  • Provided conflict resolution to 9 clients while successfully retaining 74% of disputed policies.
  • Increased sales 17% over 18 months.
  • Achieved top sales rank in Atlanta region for 6 months, surpassing annual revenue targets by 46%.
  • Generated 3 new accounts by conducting exceptional product presentations and building strong client relationships.
  • Collaborated with cross-functional teams to streamline customer onboarding, reducing onboarding time by 59%.
  • Analyzed customer data to fine-tune sales strategies, increasing contact-to-close ratios by 51%.
  • Mentored 13 junior sales agents to improve their policy sales, resulting in a 73% team-wide productivity boost.
  • Obtained Six Sigma and improved client trust, securing an additional 3 client policies within three years.

Affiliations

  • Certified Financial Planner (CFP) Board—aimed at holistic planning and sales strategy
  • International Association of Administrative Professionals
  • Association for Computing Machinery
  • Agent Support Network of America (ASNOA)
  • American Marketing Association (AMA) for upselling and relationship management
  • Better Business Bureau (BBB) Accredited Business Professional
  • LinkedIn Sales Navigator community subscriber for client retention techniques
  • Association for Financial Professionals (AFP)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Society of Women Engineers

Certifications

  • Project Management Professional (PMP)
  • Certified Public Accountant
  • Cisco Certified Network Associate (CCNA)
  • Associate in General Insurance (AINS) from The Institutes
  • Cisco Certified Internetwork Expert (CCIE)
  • SHRM Certified Professional (SHRM-CP)
  • Accredited Advisor in Insurance (AAI) from The Institutes
  • Salesforce Certified Administrator
  • Accident & Health Insurance License
  • Certified Risk Manager (CRM) from framework

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