Customer Service Sales Associate

Debra A Liedeke

*** ****** **

Venice FL *****

941-***-****

**********@*****.***

SUMMARY

Accomplished and goal driven individual with thirty plus years' experience in Commercial Lines Insurance.

EXPERIENCE:

The Campbell Group of Florida

Clearwater Florida

January 1997 to January 2012

Vice President/Sales Associate of multi-million-dollar Independent Insurance Agency specializing in Commercial Trucking. Fifteen years' experience in strategic planning and business leadership overseeing day to day operations and supervision of twenty employees.

. Identify, qualify prospects.

. Prepare and market new business

. Answer questions from insured and underwriters

. Prepare and present proposals to insureds

. Responsible for “annual” Business Plan for Florida office

. Employee Annual Reviews

. Monthly Reports

August 2021 through November 2021

Account Manager – Business Development/Team Lead

Role is vital company’s success in reaching out to prospective clients (generally school leaders) and getting them to sign up to enroll in COVID-19 testing program. Responsibilities:

• Conducting outbound calls to potential clients to secure participation, as well as taking return calls from clients who may have questions about the program and working to encourage them to enroll in the program

• Familiar with the program benefits such as the simple and easy enrollment process, and build friendly and professional discussions with clients; answer most questions at the initial contact and provide a follow up as necessary

• Achieved and maintained enrollment goals while identifying opportunities for new business

• Provided exceptional customer service while guiding potential clients through the enrollment process

o Maintained a positive rapport with both prospective and secured clients o Delivering consultative service to provide additional details that will help inform about the benefits of enrolling in the program).

• Support Account Management and Logistics team members as needed EDUCATION

Business Management/Indiana University East

No Degree

State Insurance Licenses 220 License Central Insurance School