Delivery Specialist resume example with 20+ years of experience
Driven Insurance Sales Professional offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile, consistently achieving aggressive sales goals.
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- Overview of the technology in the new car to customer including but not limited to: Bluetooth pairing, Navigation, Subaru Starlink, Remote Engine Start, adjustment of settings to customizing their vehicle.
- Explained all vehicle switches and controls
- Reviewed recommended Maintenance Schedule with the customer
- Applied new license plate on vehicle prior to temporary plate expiration date
- Covered items the customer is confused or challenged by
- Assisted the Sales Team in various duties
- Performed a Service introduction for the customer
- Completed paperwork using neat and legible handwriting
- Reported customer's issues and complaints to management
- 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
- Developed client relationships through networking, direct referrals and lead databases.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Quoted and calculated premium rates for policies using various insurances company's software
- Handled outbound, inbound, walk-in sales-related calls to qualify individuals interested in purchasing insurance coverage.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales
- Established payment methods for clients to facilitate customer payments and issue receipts.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Collected premiums on or before effective date of coverage.
- Remained impartial in order to advise clients based on circumstances.
- 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.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Quoted and calculated premium rates for policies, using rate book, [Software] and calculator.
- Handled approximately [Number] outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Conducted annual reviews of existing policies to update information.
- Calculated premiums and established payment methods for sales.
- Remained impartial in order to advise clients based on circumstances.
- Identified and solicited sales prospects in agency databases.
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by [Number]%.
Continuing Education every 2 years to present time.
Submitted and approved Homeowner applications to include but not limited:
Norfolk & Dedham ( Fitchburg Mutual )
Narragansett Bay
US Coastal
Spinnaker
United Property & Casualty
American Strategic
Farmers
Franklin Mutual
Plymouth Rock
Progressive
Lloyds of London
Scottsdale
Zurich
Submitted and approved Auto applications to include but not limited to:
Travelers
Plymouth Rock
Progressive
Mercury
Penn National
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Resume Overview
School Attended
- Atlantic School of Insurance
- Toms River High School North
Job Titles Held:
- Delivery Specialist
- Insurance Sales Producer
- Insurance Sales Producer
Degrees
- P&C, Health License
- High School Diploma
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