
Experienced insurance producer with twenty three years experience in sales excellence and policyholder satisfaction across property and casualty, life and health insurance sectors, as well as banking and mortgage industry.
*Marketing calls for new business
*Provide exceptional service to existing policyholders
*Develop relationships to further cross-sell based on personal needs
*Advise on all claims and act as liaison when necessary
*Maintain accurate financial records-post payments, daily deposits and monthly bank reconciliations
*Train all new employees on office procedures & systems
*Manage daily office operations focusing on efficiency and productivity
*Answered incoming calls and direct accordingly
*Made Outbound calls for new business
*Follow-up for required underwriting requirements
*Provided exceptional service to existing policyholders
*Advise on all claims
Please see prior job requirements
Customer Sales Representative
Customer Service Representative
Office Management
Employee Training & Supervision
Financial Reporting
Banking Operations
Goal Setting
State Farm Insurance national sales recognition-top 100 in health insurance sales in single year (84)
State Farm Bank national sales recognition for number of vehicle loans closed in single year (52)
State Farm Bank national sales recognition for number of mortgages closed in single year (18)
State Farm Insurance office recognition for number of life policies sold in single year (56)
Hale Insurance-part of team to accomplish ABM Level 4