Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Professional Summary
Accomplished Sales Manager offering 23 years of experience developing and maximizing Insurance sales. Diligent in building and retaining accounts by providing support and attentive service. Proven success in leadership, operational excellence and organizational development with keen understanding of elements of insurance business.
Skills
Accomplished manager
Account management
Staff Management
Relationship Building
Coaching and mentoring
Solution selling
Customer Service Oriented
Work History
05/2010 to CurrentAgency Vice PresidentFarmers Insurance Group | Sachse, TX,
Managed day-to-day business operations, including accounting, finance, HR, payroll, and marketing.
Hired, trained and managed agency sales and customer service staff
Managed up to 14 employees in four different locations across two states
Worked with acquisition and mergers of 4 insurance books of business, evaluating financial risk and reward of acquisitions, processes of staff transitions, and client notificiations
Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Upsold additional products and services after identifying customer needs and requirements.
Shared knowledge and expertise with co-workers to foster awareness and increase staff productivity.
Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
Submitted claims and initiated damage appraisal to facilitate claims process for policyholders.
Initiated outbound customer calls to review policy reviews and late payments to avoid lapse in coverage.
Applied highly effective selling skills while properly engaging and presenting solutions to customers.
Delivered excellent customer service, resulting in consistent 89.9% customer retention.
11/1997 to CurrentLicensed Sales ProducerConn's, Inc. | Alexandria, LA,
Handled approximately 150 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Built relationships with clients through active listening to provide excellent service.
Upsold additional products and services after identifying customer needs and requirements.
08/1996 to 10/1997Customer Service RepresentativeTrident Marketing | Fairplay, PA,
Promoted products or services to each customer to consistently achieve sales targets.
Coordinated daily cash reconciliation in high-volume location.
Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
Identified sales opportunities and referred customers to branch partners in financial services.
Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
Upheld strict financial controls by keeping funds secure and accurately transferring monies.
05/1990 to 12/1996Store ClerkFarm Fresh | City, STATE,
Ordered medicines daily to replenish stock and increase inventory in anticipation of need.
Performed various pharmacy operational activities with strong commitment to accuracy, efficiency and service quality.
Restocked pharmacy shelves with current merchandise to drive consistent peripheral sales.
Processed over 150 prescriptions per day in busy pharmacy achieving decreased customer wait times and maintaining excellent customer satisfaction.
Counted, measured and compounded medications following standard procedures.
Collected co-payments or full payments from customers.
Restocked, arranged and organized merchandise in front lanes to drive product sales.
Checked identification for proof-of-age and refusing alcohol and tobacco sales to underage customers.
Processed POS transactions, including checks, cash and credit purchases or refunds.
Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
Counted cash in register drawer at beginning and end of shift.
Education
Expected in No Degree | FinanceChristopher Newport University, Newport News, VA, GPA:
Expected in No Degree | Business Administration And ManagementThomas Nelson Community College, Hampton, VAGPA:
Expected in 06/1992High School Diploma | Poquoson High School, Poquoson, VA, GPA:
Certifications
Virginia Property and Casualty Insurance License November 1997
Virginia Life, Health and Annuities Insurance Licence June 2011
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