HERMAN SMITH Insurance Specialist

Mesquite, TX 214-***-**** ad2ifi@r.postjobfree.com

SUMMARY

Insurance professional with experience quoting, selling, and binding policies while quickly developing rapport with customers to determine their insurance needs. Track record of using needs analysis and empathic communication to successfully sell insurance, maintain good relationships with customers, and increase sales. Proven expertise in managing insurance accounts and in customer service.

INSURANCE LICENSURE

General Lines Agent – Life, Accident, Health and HMO, Property and Casualty

Personal Lines Property and Casualty Agent

PROFESSIONAL EXPERIENCE

Agent/Owner

Simplicity Insurance Solutions LLC February 2022-Present

Responsible for all phases of the operation; Contracting, Marketing, Lead generation, Sales, Customer Retention

Allstate Sales Agent

Allstate June 2021 – Sept 2021

Assess customers’ insurance needs and utilize analysis to quote, sell, and bind policies for customers, which increased sales and led to high customer satisfaction scores.

Develop customer base using multiple sources including referrals and outside lead sources, and generated leads for the organization.

Develop and implement marketing materials for virtual agency, including writing and sending emails and updating company website to increase lead generation.

Licensed Benefits Advisor

Willis Towers Watson Aug 2020 – Sept 2020

Analyzed customers’ needs to determine eligibility and insurance requirements to identify plans aligned with customers’ needs, which increased sales.

Lead customers through the decision-making process by making personalized recommendations and communicating the costs and benefits of multiple insurance plans, which developed rapport with customers and led to increased customer satisfaction.

Licensed Sales Agent

State Farm Mar 2020 – April 2020

Utilized CRM system to manage client data, track sales, make outbound calls, and to solicit quotes for qualifying customers, which increased efficiency.

Insurance Agent

Five Rings Financial 2018 – 2020

Developed base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects and leads, and utilize mailings and phone solicitations to convert leads to customers.

Evaluated customers’ insurance and financial needs through fact-finding appointments to develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy, and obtaining underwriting approval, which increased customer satisfaction and led to increased sales.

Conduct follow-up meetings to consistently reassess client needs and process changes in beneficiary and policy loan applications, which ensured clients were satisfied with their coverage.

Teacher

Dallas Independent School District 1995 – 2017

Implemented Destination Imagination Team across the entire school, which involved selecting a team of 4-6 participants, manage competition logistics, facilitate weekly team practice sessions, and attend the district-wide competition, which resulted in being awarded 3rd place in the district.

Analyzed and evaluated learner data to determine needs and develop tailored curricula, lessons, and supplemental materials, which increased learner engagement and achievement.

Retail Sales Manager

Kinney Shoes, Beall’s Dept Store, Jarman Shoes, J. Riggings, Big and Tall Men’s Store 1980 – 1994

Managed day-to-day operations of 7 stores and about 8 employees, including keeping inventory of high-ticket items and sales, monitoring incoming shipments, which improved shrinkage rate by 1%.

Increased personal sales volume by following current fashion trends and upselling accessories, and trained employees to use the same strategies to maximize their sales, which also increased store volume.

EDUCATION

B.A. in Economics and Business Administration

Tougaloo College

Contact this candidate