Insurance Sales Representative

Lexi King

515-***-**** • *******@*****.*** • Waukee, IA

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, dependable, adaptability and exceptional interpersonal skills. Adept at working effectively and quickly mastering new skills.

Skills

• Reporting Requirements • Policy Expertise

• Relationship Management • Business Growth

Experience

Insurance Sales Representative

Waukee, IA

HealthMarkets/Sept. 2023 to current

Provided exceptional customer service to existing clients by resolving claims quickly and efficiently.

Ensured compliance with all applicable laws governing the sale of insurance products.

Participated in team meetings to share best practices and discuss challenges faced in the field.

Increased sales through consultative sales approach and focused on relationship building with new and existing policy holders.

Conducted needs analysis for customers to determine appropriate insurance coverage.

Insurance Sales Manager

West Des Moines, IA

Bankers Life & Casualty/ Dec. 2017 to Aug. 2023

Evaluated agent performance, identified areas of improvement, and implemented corrective action plans when necessary.

Oversaw daily operations of the team, ensuring all processes were running smoothly and efficiently.

Provided guidance to agents in navigating complex cases involving multiple policies or products.

Maintained a thorough understanding of insurance products, services, procedures, laws, and regulations.

Led weekly meetings with agents to discuss current jog objectives and achievements.

Owner/Operator

Clive, IA

Pita Pit/ Feb 2014 to Nov 2017

Managed daily operations of the business, including staff, sales, inventory and accounting.

Created marketing strategies to drive revenue and increase brand visibility.

Monitored financial performance on a daily basis to ensure fiscal responsibility.

Evaluated employee performance metrics against established benchmarks in order to determine areas of improvement.

Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.

Drug and Alcohol Counselor

Boone, IA/Des Moines, IA

Children and Families of Iowa/United Community Services Jun 2010 to Aug 2015

Implemented therapeutic techniques such as cognitive behavioral therapy and mindfulness training into practice.

Provided group and individual counseling sessions for clients.

Assisted clients in developing healthy coping skills that could be used during difficult times of stress and difficulty.

Developed treatment plans to address client needs.

Maintained accurate and up-to-date records of client progress and treatment plans.

Managed office location, ordered necessary supplies when needed, managed other counselors schedules, and maintained the office building.

Referred individuals to outside resources and services for additional support.

Directed, coordinated and evaluated activities of staff and interns engaged in patient assessment and treatment.

Education and Training

Bachelor of Science: Psychology

Minnesota State University May 2010

Mankato, MN

Certifications

Licensed Life and Health Insurance agent in multiple states.

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