Sales Insurance Agent
Resume:
Prosper, Tx *****
Phone: 972-***-****
Cell. 972-***-****
Email: accntm@r.postjobfree.com
Travis D. Singleton
Career To utilize my experience and knowledge in the Sales
Objective Industry to help corporations meet their overall
agendas of exceeding their goals.
Education
1995 Bachelors Degree in Psychology
2011 Masters of Science in Business Administration
Skills/License
Proficient level: Microsoft Office Products, Power
Point, Excel 2007
NMLS license, Property & Casualty License, Health
Experience License
Developed and presented Strategic Plan for Donegal
Insurance, MBA program
Bank of America
Insurance Agent
Plano, Tx August 22 2011 - Current
Insurance Sales Agent
Write auto, home, umbrella, and flood insurance
Average 55 polices per month
Made 105% to goal each month
Licensed in all 50 states to write insurance
Pre-underwrite policies with various different carriers
Develop business goals for quarterly and yearly basis
Mentor other agents of how to effectively increase
their sales acumen
Communicate with underwriters on a daily business
Counsel customers about adequate insurance coverage
Comply within state and federal regulations
2011 Received "Rookie of the Year" award within the
National Agency
Nation Star 2012 Top Sales Producer 622 Total Sales
Loan Officer 2012 Produced over $644,000 Total Premium
Lewisville, TX 2013 Ranked #1 Top Written Premium in the Nation,
$577,233
2013 Top Sales Producer 611 Total Sales
May 6, 2011 - July 18, 2011
Loan Officer
Capital One Educate customers about FHA/Fannie Mae Guidelines
Bank Assist customer with the process of securing a loan
Frisco, Tx Assist call center by answering inbound sales call
Keep license current with NMLS and various states
Close existing loans in the pipeline.
Feb. 08, 2010 - May 6, 2011
Licensed Banker
Assist customers with questions and concerns about
banking products i.e. fixed annuities and insurance
products
Consult with existing customers and new prospects about
their financial profile and what products will suit
State Farm their need
Insurance- Set up referrals to my merchant bankers and treasury
Mike Bergman bankers to meet the needs of my business customers
Carrollton, Tx Follow up with existing customers inquire about any
additional needs or wants
Call on local businesses in the area to market and
present products and services
June 22, 2009 - Nov. 4, 2009
Insurance Agent (Intern)
Manage existing accounts
Call on new leads
Follow up on older leads
AAA-Texas Visit local businesses for development opportunities
Irving, Tx within the territory
Schedule appointments
21% closing rate
Assist the exclusive agent in growing business by 15%.
Consult with underwriting about regulations and
guidelines
Develop business plan for opportunity to open own
agency
Learning the basic levels of business operations.
March 23, 2006 - June 4, 2009
Insurance Agent
Manage existing accounts: Update polices, perform
customer service, follow up on referrals
Receive inbound sales calls.
Perform follow-up phone calls for interested prospects.
Set appointments. Average two appointments per day.
Present product knowledge, i.e. various coverage
Multi-state licensed
40% closing rate on all products combined
99.6% integrity accuracy rating per quarter
Average 30 auto polices,15 home policies and 45
Family Heritage memberships
Insurance Per month
Dallas, Tx Won sales summits for:
Dec. 2006 Hawaii
June 2007 Cozumel, Mexico
Dec. 2007 Los Cabo, Mexico
June 2008 Huntington Beach Summit
Dec 2008 Cancun, Mexico
#1 Sales Agent for Home 2007
#1 Sales Agent for PA policies 2007
Hold record for highest home policies written in a
month: 27
Additional (spiffs)cash/gift card incentives totally
over $2,700
March 2005 - September 2005
Territory Insurance Agent
Develop marketing strategy for each assigned territory
Prospect by door-to-door to present life insurance
products
Counsel prospects on needs of life insurance
Average 4-5 applications per week
Meet with local chamber of commerce and businesses to
help promote brand
Consult with underwriters to assist with pre-approval
and guidelines
Mentor with territory manager on best sales strategies
Travel to various cities within Texas to prospect
territories
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