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Skills

  • Business development strategies
  • Agency Management System 360
  • Cross-selling Strategies
  • Auto insurance
  • Communication and Negotiation
  • Contract review and analysis
  • Sales pitch development
  • Client relationship management
  • Risk management
  • Claims reporting systems

Work Experiences

  • Built lasting client trust.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 14% increase in sales.
  • Boosted client lifetime value by $11 on average.
  • Achieved results within 6 months.
  • Built rapport with prospects by identifying core needs, driving an 30% improvement in policy sales close rate.
  • Addressed misunderstood clauses.
  • Assessed coverage needs for 13+ clients.
  • Closed contracts worth $18 for Meridian.
  • Assessed and adjusted coverage needs for 10+ clients during annual review periods, ensuring appropriate policies and increasing upsell opportunities.
  • Explained the benefits, features, and drawbacks of various policies in order to promote plan sales and increase overall sales by 7%.

Summaries

  • Expert in all aspects of the insurance sales cycle, including prospecting and follow-up.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Achieved faster policy approvals.
  • Costs were consistently reduced while profits were increased.
  • Applied in-depth product knowledge.
  • Awarded top performer in sales division at Cedar Works.
  • Boosted retention.
  • Insurance Sales Consultant is a multi-talented Insurance Sales Consultant who is consistently rewarded for planning and operational improvements.
  • Adept at assessing client needs.
  • Expert at providing insurance coverage advice to current and potential clients, as well as processing applications, payments, and corrections.

Accomplishments

  • Drove consistent revenue growth by exceeding monthly sales quotas by 68% through active lead generation and consultative selling.
  • Achieved a PMP, enhancing credibility and leading to a 50% increase in high-value client acquisition.
  • Resolved product issue through consumer testing.
  • Established partnership agreements with third-party service providers, driving 23% increase in product bundling and total sales.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Conducted risk mitigation assessments for 18 high-profile clients, reducing premium costs by 45% while keeping coverage levels optimal.
  • Led team in utilizing risk assessment tools to customize coverage, achieving a 62% sales conversion rate and loyalty improvement.
  • Generated new business through marketing campaigns resulting in a 29% increase in new accounts in 2019.
  • Monitored and managed a portfolio of 14 accounts with a 15% renewal rate through exceptional client relationship management.
  • Maintained an up-to-date knowledge base of evolving insurance policies, ensuring accurate client guidance and contributing to 63% client retention.

Affiliations

  • American Medical Informatics Association
  • Association for Computing Machinery
  • National Association of Professional Insurance Agents (PIA) Certification
  • National Association of Professional Insurance Agents Leadership 2019
  • Chartered Life Underwriter (CLU) Designation
  • National Ethics Association for Financial Services
  • International Association of Insurance Professionals (IAIP)
  • Freemason
  • Lions Club
  • Certified Financial Planner (CFP) Certification 2024

Certifications

  • Certified Insurance Service Representative (CISR) – Meridian
  • Apple Certified Associate (ACA)
  • Certified Business Analysis Professional (CBAP)
  • Cisco Certified Network Associate (CCNA)
  • Health Insurance Associate (HIA) - Ironclad Systems
  • Certified Sales Professional (CSP) - Northwind
  • CompTIA Security+
  • ServSafe
  • Accredited Adviser in Insurance (AAI) - Brightline
  • Certified Digital Insurance Professional (CDIP) - Brightline

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