Personal Lines Insurance Agent with 9 years of experience in financial services. Focused professional dedicated to winning new clients by building excellent customer relationships and advising and educating prospects.
Exceeded sales goals by 127% in 2016.
Wrote $199,275 in new business premium in 2016 (average premium of $1,083 per policy).
Achieved Customer Service Survey average of 4.87 out of 5.
Proven ability to stay organized while handling high volume of business.
Active Property and Casualty Insurance License with the IndianaDepartment of Insurance
Offer insurance solutions based on non-price motivators
Organized and self-motivated
Detail-oriented and fast learner
Comfortable with out-bound and cold calls
Excellent Customer Service
Confident using Microsoft Word, Excel, Adobe, and some experience with Docusign
Commitment to excellence and succeeding as a team
Financial Service background
05/2013 to Current
Personal Lines Insurance AgentRegions Insurance － Kokomo, IN
Phone-based agent in the Centralized Agency Office, writing with 12 carriers in 16 states.
Discover insurance needs, determine general underwriting, and build rapport in a short, initial interaction.
Experience selling solutions based on non-price motivators - value, benefits, and service.
Enter new client information into agency management system and comparative rater.
Pursue leads by following up with quoted prospects.
Initiate contact with potential clients regarding online information requests.
Met and consistently exceeded sales goals, even while mentoring a new agent and working 32 hours/week.
Completed first course for CISR Certification.
10/2008 to 04/2013
Financial Service SpecialistAir Academy Federal Credit Union － Colorado Springs, CO
Progressed from Teller and to primary branch Loan Officer.
Duties included teller transactions/cash handling, training new tellers, Safety deposit box maintenance & auditing, ATM balancing and cash ordering, opening new accounts, processing loan applications, preliminary underwriting, credit analysis, and completing necessary paperwork.
Highly accurate with cash balancing and document auditing.
Closed the highest number of loans, highest total dollar amount of loans, and most product cross-sells out of the company during multiple months.
01/2008 to 08/2008
TellerComala Credit Union － Montgomery, AL
Began as a Student Teller during high school.
Handled high-volume of transactions with accuracy.
Gained valuable knowledge that sparked my interest in financial advising.
Education and Training
High School DiplomaPrattville High School － Prattville, AL