Bilingual Insurance Sales Agent talented at directing business development and customer base expansion efforts. Natural leader willing to go the extra mile to achieve sales targets and agency goals.
Met monthly sales goals on a consistent basis to meet agency gaols. Maintained and managed lapse cancellation at 10%. Active in community volunteer work. Active in sports community.
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.Upsold agency products and services. Prepared necessary paperwork to process insurance sales and renewals. Followed up with potential clients regarding online information requests. Presented and clearly explained insurance policy options to clients based on their needs and goals. Promoted client retention through high-quality service and follow through. Presented account proposals in a professional and timely manner.
Processed applications, payments, corrections, endorsements and cancellations. Promoted agency products to customers in person, on the telephone and in writing. Compiled coverage and rating information in an accessible format. Submitted up-to-date activity and production logs to agency management for review.
Conducted daily pre-shift and weekly departmental meetings to ensure organizational efficiency. Scheduled and directed staff in daily work assignments to maximize productivity.Efficiently resolved problems or concerns to the satisfaction of all involved parties. Assigned tasks and oversaw the direction of employees to ensure compliance with food safety procedures and quality control guidelines. Ensured proper cleanliness was maintained in all areas of the bar and front of house. Optimized profits by controlling food, beverage and labor costs on a daily basis. Performed restaurant walk-throughs to gauge timeliness and excellent service quality.
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