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Skills

  • Insurance product expertise
  • Appraisals
  • Communications
  • Negotiation
  • First Aid/CPR
  • Supervision
  • MS Office
  • Digital marketing tools familiarity (Microsoft Excel)
  • Purchase contracts
  • Client relationship management

Work Experiences

  • Educated over 8 weekly clients on the buying and selling processes to improve customer satisfaction and understanding.
  • Achieved success during high-volume periods.
  • Helped sellers prepare for open houses by educating them, setting up documents and posters, and streamlined to improve first impressions.
  • Collaborated with an internal sales team.
  • Bolstered active account numbers by 11.
  • Achieved growth over 18 months.
  • Collaborated with an internal sales team to streamline quote processes, reducing the average quote delivery time by 64%, enhancing client satisfaction.
  • Achieved results within 2018.
  • Worked with mortgage companies to accurately determine clients' loan and mortgage options.
  • Acted as a liaison between buyers and sellers for over 7 homes in 6 months, resulting in sales of over $2.

Summaries

  • Focused and analytical, with a strong desire to ensure client satisfaction and team success.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Conducted thorough market analysis.
  • Achieved a 29% reduction in churn rate.
  • Known for closing sales quickly and ensuring the satisfaction of both buyers and sellers.
  • Trained in the use of Salesforce and knowledgeable about local markets.
  • Conducted competitive analysis.
  • Client-focused Licensed Sales Professional.
  • Consistently surpassed annual sales targets by 68% %.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.

Accomplishments

  • Reduced policy cancellation rates by 66% through proactive engagement and issue resolution during the customer onboarding process.
  • Led development of customized insurance plans for clients, increasing up-sell rates by 19%.
  • Identified inefficiencies in sales workflows, implemented corrective actions, and reduced average sales cycle by 13 days.
  • Identified new business opportunities in Chicago, contributing to a 37% rise in market share for Salesforce.
  • Resolved product issue through consumer testing.
  • Consistently exceeded monthly sales quotas by 78% by utilizing client-focused sales techniques and communicating policy benefits effectively.
  • Achieved Top Performer in 2017 for highest sales increase across multiple product lines, contributing to regional sales growth.
  • Managed end-to-end sales process from prospecting to closing for high-net-worth clients, improving average deal size by 19%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Promoted to lead territory sales manager after growing regional revenue by 36% over a 18 months period.

Affiliations

  • Lions Club
  • Society of Human Resource Management
  • Association of Information Technology Professionals
  • International Association of Professional Life Coaches (IAPLC)
  • National Society of Agents for Consumer Education (NSACE)
  • Wealth Management Association
  • Financial Services Institute (FSI)
  • Project Management Institute
  • Society of Women Engineers
  • Insurance Marketing & Communications Association (IMCA)

Certifications

  • Certified Business Consultant (CBC)
  • Certified Insurance Service Representative (CISR)
  • Salesforce
  • Associate in Commercial Underwriting (AU)
  • Accredited Advisor in Insurance (AAI)
  • General Lines Agent (Property and Casualty) License
  • Certified Public Accountant
  • Cisco Certified Internetwork Expert (CCIE)
  • Financial Industry Regulatory Authority (FINRA) Series 7 License
  • First Aid/CPR Certified

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