Dynamic insurance agent with a proven track record at Affordable Insurance Solutions, excelling in client relations and customer service. Expert in tailoring insurance solutions and cross-selling products, achieving sales targets through strong relationship-building and effective communication. Committed to professionalism and ethics, ensuring client satisfaction and loyalty.
Overview
19
19
years of professional experience
Work History
Insurance Agent
Affordable Insurance Solutions
02.2024 - Current
Built strong relationships with clients to understand insurance needs and deliver tailored solutions.
Educated clients on various insurance products, ensuring informed decision-making and satisfaction.
Processed policy applications and renewals efficiently, maintaining accuracy in documentation.
Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
Provided ongoing support to clients by addressing inquiries and resolving issues promptly.
Stayed updated on industry trends and regulatory changes to offer relevant advice to clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Cross-sold insurance products to existing clients to reach sales targets.
Account Manager
Crouse Equipment
09.2023 - 02.2024
Developed strategic proposals tailored to client needs, enhancing service offerings and customer loyalty.
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Negotiated contract terms with clients, securing favorable agreements for both parties.
Established clear communication channels between clients and internal teams, ensuring seamless project execution.
Conducted quarterly business reviews with major accounts to assess satisfaction and identify areas for improvement.
Established long-term customer relationships to enhance client loyalty and satisfaction.
Built relationships with customers and community to promote long term business growth.
Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Negotiated prices, terms of sales and service agreements.
Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
Attended monthly sales meetings and quarterly sales trainings.
Account Manager
Medley Equipment
05.2007 - 02.2023
Developed and maintained client relationships to drive revenue growth.
Conducted market analysis to identify new business opportunities and trends.
Presented product demonstrations and solutions to prospective customers effectively.
Negotiated contracts and pricing agreements to maximize profit margins.
Provided exceptional customer service, addressing inquiries and resolving issues promptly.
Trained junior sales staff on best practices and product knowledge for improved performance.
Increased sales revenue by building and maintaining strong relationships with key clients.
Established new accounts through cold calling and personal visits to potential customers.
Contacted new and existing customers to discuss ways to meet needs through specific products and services.
Conducted regular account reviews, assessing progress towards goals, identifying challenges, and developing action plans to address them collaboratively.
Provided ongoing support to clients after the sale, ensuring long-term loyalty and repeat business opportunities.
Established credibility as a trusted advisor with clients through deep product knowledge combined with subject matter expertise in their industries.
Achieved sales targets consistently by utilizing excellent communication and negotiation skills.
Participated in trade shows and industry events to increase brand visibility and expand professional networks.
Finalized sales deals and contracts.
Kept detailed records of daily activities through online customer database.
Stayed current on company offerings and industry trends.
Negotiated prices, terms of sales and service agreements.