Insurance Sales

VIKKI-ANN FOWBLE

**** ******** **. ******** ****, CA 91362 C: 805-***-**** ***********@*****.***

PROFESSIONAL SUMMARY

Seeking a sales or customer service position office that will provide an opportunity to use my relationship building skills problem solving, organizational skills and ability to work well as a team in a customer service position or sales position to impact the growth of the agency with profitable results.

Agent Staff / Sales

State Farm Fire & Casualty-

August 2015– February 2016 Thousand Oaks, California

-Provide daily coverage inquires, policy changes, transfers, rewrites, renewals and quotes asses risk and make sure policy holder has proper coverage.

-Identify customer needs and market appropriate products & services.

-Answer phones and field questions. Research customer issues with claims, premium increases etc.

-Sales/Service support for agent.

-BOD, EMAIL, NECHO, LYNC, ABS, DSS, PRO+, ACORD FORMS, CERTIFICATES OF INSURANCE.

-Establish relationships with new and existing clients.

-Proficiency with MS Office Suite

-Follow ups with customers on late pays, DSS, Service issues,

-Quote new fire, auto, commercial policies.

-LSA agreement completion.

-Bank Certified

-P&C License

10/2014- Current

FMS Research/JINK,LLC – Yreka, Ca

Account Manager/ Sales Representative

Sold Background Reviews to small and larger clients.

Managed Accounts for retention.

Analyzed Background Reviews and made sure every report got to the appropriate party.

Set up accounts for new customers established customer credit, and set up payment methods.

Prioritized daily workflows, including all inbound calls,

Designated liaison between business( Investigators) and customer.

Answered customers' questions regarding products, prices and availability.

WORK HISTORY

08/2014 – 10/2014

State Farm - Northridge, Ca

Agency Team Member

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Establish client relationships and follow up with customers, as needed.

Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverage's, policy changes, transfers, claim submissions, and billing clarification.

Quoted policies

Monitored insurance accounts, maintained customers’ records and handles policies

Rewrote Expiring policies

Endorsements

.

08/2003 - 03/2009

Interthinx – Agoura Hills, Ca

Sales/Customer Service Representative

Established client relationships, gained trust and confidence to generate use of Interthinx products and services to grow revenue.

-Webinar presentations to head decision makers.

-Responsible for growing territory 35% per quarter.

-Evaluate current processes and procedures and evaluate what would be the best tools for their organization.

-Consistent highest transacting region.

- Worked closely with Regional Sales Manager and set appointments for him to visit clients.

- Worked closely with product specialists to get Interthinx full suite of tools in to the organization for full risk management.

06/1997 - 09/2001

Dental Medical Diagnostics, Inc. – Woodland Hills, Ca

Sales/Customer Service Representative

Managed and recorded all leads from outbound telephone marketing.

Set up new accounts, established customer credit, and set up payment methods.

Prioritized daily workflows, including all inbound calls, quotes and sales-related inquiries.

Answered customers' questions regarding products, prices and availability.

Track customers orders and answer inquiries regarding shipments that haven’t arrived.

Assist Clients as they enter office and via phone

Maintained friendly and professional customer interactions at all times.

Assist customers with Rma’s as needed and getting the right product.

Skills

Quoting

FSC Rater

Access Software

AMS360

ACT! Management Software

Salesforce.com

MS Office Proficient ( Excel, Word and Outlook)

Type 35 WPM

EDUCATION

P&C Licensed, May 2014

L&H Licensed, July 2016

Miller Heiman Sales Training: Sales Course, 2004 - 2008 - Agoura Hills, Ca

Conejo Valley Adult School: General Studies, 2001

Tom Hopkins Sales Bootcamp: Insurance, 1999 - Los Angeles, Ca

References Available upon request

Contact this candidate