Licensed Sales Producer resume example with 15+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CAXXX05609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Summary
Results-oriented and award-winning Insurance Sales Agent seeks employment with a top-tier insurance agency.Seven years experience in the P & C insurance field. Talents include relationship building, cross-selling, knowledge of several management systems and exceptional customer service skills for existing policies. Ready to help grow business through the cultivation and retention of local relationships.
Highlights
Highly trainable
Property and casualty products
In-depth knowledge of markets and relationships
Excellent communication skills
Active Property and Casualty Insurance License with the Washington Department of Insurance
Client relations expert
Customer advocate
Organized
Highly proficient with Allstate systems - Alliance, gateway and even ALSTAR
Accomplishments
Named "Best of the Best" Insurance producer by Sarasota Herald-Tribune.
Qualified for monthly sales bonuses by exceeding sales target by 20%
Expanded business by 5% while maintaining 95% rate of customer retention.
Placed up to 50 new lead calls per day.
Awarded "Best of the Best Insurance Producer" for Sarasota Herald-Tribune - Independent Agency.
Experience
Licensed Sales Producer, 01/2013 - Current Allstate – Decatur, GA,
99% retention rate with clients I prospected and wrote.
Referrals are a large part of my leads. 70% close rate.
Self-generated 90% of my leads through heavy cross-selling. 10% through call-ins.
Outstanding ability to build rapport and relationships with new prospects.
Called 80 warm leads each week to expand client base.
Promoted agency products to customers in person, on the telephone and in writing.
Submitted up-to-date activity and production logs to agency management for review.
Followed up with potential clients regarding online information requests.
Researched coverage and premium options and supplied clients with the best coverage available.
Promoted client retention through high-quality service and follow through.
Processed applications, payments, corrections, endorsements and cancellations.
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Promoted agency products to customers in person, on the telephone and in writing.
Time spent: 50% prospecting, 40% service work, 10% call-ins.
Consistently sold 16-17 policies per month. Could sell more, if less service work. In Florida, I sold an average of 32 policies, per month for all agencies.
Introduced agency to highly effective direct mail campaign for home and auto.
Introduced agency to several effective quote sheet templates.
Proven sales of auto and home through both soft and cold sales calls.
Processed applications, payments, corrections, endorsements and cancellations.
Licensed Sales Producer, 07/2010 - 07/2011 Alliance Insurance Of Sarasota, Inc. (Independent Agency) – City, STATE,
Earned my 2-20 general license.
Sales of six auto carriers and 10 home carriers.
Highly proficient with Hawksoft management system.
Highly proficient with Semcat System for home quotes.
Highly proficient with PL Rater for auto quotes.
Retained 99% of policyholders during annual renewal period.
Presented and clearly explained insurance policy options to clients based on their needs and goals.
Account Manager/Producer, 03/2006 - 07/2010 PHMPROMKT, Inc. – City, STATE,
Start of my insurance career
Earned my 4-40 license, which allowed me to sell P & C insurance products from within the office.
Developed highly effective direct mail campaign to local neighborhood developments, which resulted in 10% agency growth.
Proven sales of Allstate and brokered homeowner's products. (Allstate did not sell homeowner's policies for the first three years of my employment; therefore, I was able to learn other carrier systems and secure insurance for those living in high risk areas).
Daily service work for existing customers, which allowed for cross-selling on each phone call.
Assistant to the Public Relations Coordinator , 2005 - 03/2006 Westminster College – City, STATE,
Writing and dissemination of news releases to local media.
Answering media calls.
Scheduling of events for the college.
Paid tuition was a benefit of the job.
Education
: Public Relations, Expected in - Westminster College - New Wilmington, PA GPA:
Attended two years as public relations major.
Worked for public relations department.
Staff writer for the college newspaper (The Holcad).
Member of Big Brothers Big Sisters of America.
: Communications, Expected in - Kent State University - New Wilmington, OH GPA:
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