Shantorra S. Baker

Memphis, TN *****

www.linkedin.com/in/shantorrabaker

addbt1@r.postjobfree.com 901-***-****

Insurance Leader

Service focused and dynamic, skilled at educating and handling clients’ quickly and effectively, seeking to move into leadership. Skilled researcher, utilizing organizational and analytical skills to make sound decisions. Proficient communicating with clients both in writing and verbally, managing priorities and expectations, and resolving conflicts. Team builder and team player.

Education

Master in Human Resource Management (MA), Webster University, St Louis, MO 2017

Master in Business Administration (MBA), Webster University, St Louis, MO 2014

Bachelor of Science (BS), Finance, Christian Brothers University, Memphis, TN 2008

Professional Experience

AAA Auto Club Group, Memphis, TN 2020

Agent

Prospect/network for memberships and insurance sales opportunities with eligible businesses and organizations within assigned territory. Made presentations to prospect. Coordinated individual and group membership enrollments for groups. Attended business/group events to acquire new membership and insurance sales. Identify cross-sell opportunities.

Source, develop leads, prospect and continually network

Possessed a competitive sales drive to meet and exceed monthly goals

An effective communicator both written and verbal

Provide excellent customer service and maintain retention

Explained insurance coverage in detail

Motivated Colleagues to increase sales

AAA AUTO CLUB Missouri, Southaven, MS 2016 – 2020

Agent

Prospect/network for memberships and insurance sales opportunities with eligible businesses and organizations within assigned territory. Made presentations to prospect. Coordinated individual and group membership enrollments for groups. Attended business/group events to acquire new membership and insurance sales. Identify cross-sell opportunities.

Source, develop leads, prospect and continually network

Possessed a competitive sales drive to meet and exceed monthly goals

An effective communicator both written and verbal

Provide excellent customer service and maintain retention

Explained insurance coverage in detail

Self-motivated and fully committed to building a profitable business

Qualified for Sales Conference in 2017 (Cancun, Mexico)

Qualified for Sales Conference in 2018 (Montego Bay, Jamaica)

Qualified for Sales Conference in 2019 (Orlando, FL)

Won Top Producer 2018 amongst 80 agents in Region 3

Increased referral business by 25% from 2017 to 2018

Repeatedly won awards for exceptional sales performance

Provided sound insurance to clients to protect assets

STATE FARM INSURANCE, Memphis, TN 2008 – 2016

Insurance and Financial Service Account Representative / Assistant Office Manager

Assisted customer with completing insurance claim documents. Ensured regulatory and compliance policy was adhered to by office personnel. Recruited team members. State Farm bank certified specializing in checking accounts and auto financing.

Led team, resulting in becoming one of the top 5 agencies out of 80 from 2008 – 2015.

Followed-up customer requests promptly, supplying information and resolving discrepancies.

Supported finance by preparing daily reconciliations, including petty cash.

Increased business by sourcing potential clients through mailings and phone solicitation, developing base for long-term source of clients by using referrals, occupational, and special interest groups to compile lists of prospects.

Increased business opportunities by presenting to groups at company-sponsored gatherings and to community groups, promoting financial well-being.

Conducted outside sales, securing new business while maintaining and expanding existing personal and business relationships.

Led sales and service team, driving results and superior customer service through leadership and ongoing training.

Established and controlled customer files, ensuring confidentiality, identifying fraudulent activity, and preventing potential losses.

Determined clients’ needs and financial situations by scheduling fact-finding appointments, concluding extent of coverage and investments, and discovering long-term goals.

Developed and coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.

Obtained underwriting approval by completing applications for coverage.

Liaised with claims department, verifying coverage for submission for potential claims.

MASSMUTUAL INSURANCE, Memphis, TN 2007 – 2008

Agent / Producer

Developed and managed portfolio of clients.

Developed new business by conducting outside sales and cold calling.

Prepared proposals for clients based on needs, following up in a timely manner.

Conducted weekly sales team meetings.

Provided on-going coaching to team members, ensuring consistent delivery of superior customer service.

Skills

Microsoft Outlook, Word, Excel, PowerPoint, in-house databases, Active Listening, Communication, Computer Skills, Customer Service, Interpersonal Skills, Leadership, Management Skills, Problem-Solving,Time Management, Transferable Skills

License and Memberships

TN MS AR Licenses in Life, Health, Property, and Casualty, 2008

Volunteer for American Cancer Society, 2018-current

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