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Personal Lines Insurance Sales Representative Resume Example

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PERSONAL LINES INSURANCE SALES REPRESENTATIVE
Summary

Award winning personal lines insurance representative with cultivated success in developing relationships (B2B and B2C), closing sales and surpassing expectations. Strong leadership skills, diligent and energetic with attention to detail, works well in collaborative and team situations; strong work ethic, dedicated to completing projects as well as achieving quantifiable goals. Proven track record of closing high revenue integrated sales, experienced at cross-platform sales and marketing, utilizing print, online, mobile and social media. Event sales, custom publishing and new business development expertise delivered substantive growth and quantifiable results in fiercely competitive markets. Outstanding and unique presentation skills. Creativity within design, problem solving and "outside the box" thinking in various roles. Strong multi-tasking abilities. Exemplary in team building and motivation. Authorized to work in the US for any employer

Skills
  • Microsoft Office Suite
  • Oracle CRM Software
  • Microsoft Dynamics 365 CRM
  • B2C, Sales
  • Customer Relationship Management, Strategic Marketing
  • Insurance knowledge and expertise
  • Internet Navigation and Market Research
  • Needs assessment
  • Professional Networking
  • Excellent presentation skills
  • Quality assurance
  • Customer follow-up
  • Cross-selling and upselling
Experience
Company Name | City, StatePersonal Lines Insurance Sales Representative12/2013 - 01/2017
  • Producer of property and casualty insurance as well as annuities and life insurance in the state of Connecticut.
  • Award winning and decorated insurance agent.
  • Formulate marketing plan and personal sales strategy.
  • Communicate with partners, network and clients to augment buy-in, enthusiasm and sales using multiple avenues-face to face, electronic and voice mediums.
  • Innovate creative outreach in various media and event settings to optimize lead sourcing and book of business.
  • Cultivate B2B relationships; acquire new partnership contracts.
  • Consult with and educate clients to discuss assets and risk exposure to tailor fit their insurance policy coverage.
  • Close larger premium sales with clients.
  • Create personal brand whilst promoting the company brand.
  • Orchestrate on site events for affiliated and unaffiliated companies.
  • Seek and participate in vendor events, trade shows and other avenues of exposure.
  • Develop and maintain network relationships.
  • Efficiently navigate information technologies, including (but not limited to) Microsoft Office Suite, Employee Intranet, Customer Relationship Management Systems, Lead Sourcing Platforms, etc.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Resolved customer issues quickly through meticulous research, analysis and strategy.
  • Cultivated professional relations to establish long-term profitable partnerships.
Company Name | City, StateAssistant Director of Admissions08/2012 - 12/2013
  • Managed team of 15 (plus) admissions representatives to meet and exceed term enrollment (sales) goals.
  • Improved team performance by coaching in recruiting execution.
  • Fulfilled employee management and human resource operating procedures.
  • Reported daily and weekly sales numbers as well as implementation of progression to the Associate Directors and Vice President of Admissions.
  • Administered daily team huddles as well as weekly team meetings to motivate and re-energize.
  • Evaluated metrics of enrollment (sales numbers), and explored creative solutions to recover lost opportunities.
  • Supervised sales floor productivity.
  • Analyzed stage percentages to improve sales representative staff performance.
  • Administered disciplinary proceedings, courses of action and terminations; assisted hiring process.
  • Managed training programs and systems, delegated special projects, and recruited students.
Company Name | City, StateAdmissions Counselor (Representative)07/2010 - 08/2012
  • Recruited students into Post University's accelerated degree programs.
  • Consulted with students via telephone and in person regarding needs assessment and educational goals.
  • Acted as team leader by facilitating team building and motivational exercises.
  • Led new employees in proper sales and customer services practices, including mock interviewing, data presentation and "sharpening the saw" sessions.
  • Cultivated and maximized talent of fellow counselors to improve the quality of operations and promote revenue growth.
  • Gathered and organized necessary paperwork for each student's acceptance to the university.
  • Interfaced with supporting departments to ensure the student's overall satisfaction.
  • Achieved and maintained consistently superior sales numbers while assuming added responsibilities.
Company Name | City, StateMerchandise Manager11/2007 - 07/2010
  • Manager and buyer of apparel and accessories; planned buying schedule and summarized wholesale costs.
  • Successfully coordinated and marketed large scale events while managing supporting staff.
  • Increased apparel sales via social retail events; productively combated economic downfall using "outside the box" thinking.
  • Initiated and maintained relationships with vendors, coordinators, and patrons.
  • Drove awareness of upscale celebrity outings through the generation of newsletters, advertisements and event presentations on a regular basis.
  • Displayed, merchandised, and zoned the store to promote current specials and increase sales.
  • Scheduled appointments, tee-time and tournament sign-ups.
  • Assisted in general office/event/merchandise function and flow and promoted events.
Education and Training
Bachelor of Science in Business Administration/Marketing2020
Post UniversityPursuit of Masters of Education in Life Insurance2017
Post University | City, StateCertificate in Human Resource Management2012
Post University | City, StateAssociate of Applied Science in Fashion Design and Merchandise2011
Certifications
Property and Casualty License
Additional Information
  • AWARDS , Lamplighter Award-Life Insurance August 2015 Surpassing stringent requirements for an elite group awarded for their Life Insurance policy and premium production. Pacesetter Award March 2015 Surpassing monthly quota requirements. Pacesetter Award April 2015 Surpassing monthly quota requirements. Pacesetter Award May 2015 Surpassing monthly quota requirements. Pacesetter Award July 2015 Surpassing monthly quota requirements. Personal Liability Protection Fast Start Award May 2016 Exceeding 12 personal liability policies within the first 12 months of "on-plan" (commissioned) status.
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Resume Overview

School Attended

  • Post University

Job Titles Held:

  • Personal Lines Insurance Sales Representative
  • Assistant Director of Admissions
  • Admissions Counselor (Representative)
  • Merchandise Manager

Degrees

  • Bachelor of Science in Business Administration/Marketing
    Pursuit of Masters of Education in Life Insurance
    Certificate in Human Resource Management
    Associate of Applied Science in Fashion Design and Merchandise

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