Customer Service Insurance Agent

INSURANCE SALES LEADERSHIP CLIENT SUCCESS CHAMPION

Strategic and service-oriented professional with 14+ years of experience in sales operations and team management, ensuring seamless execution of transactions to achieve daily operational targets. Mentors and coaches team members to maintain consistent delivery of high-quality performance. Handles escalations with composure and professionalism while actively maintaining customer service excellence. Establishes interactive and collaborative working environment to drive productivity and efficiency throughout the organization.

CORE SKILLS & COMPETENCIES

Sales & Marketing Operation

Customer Service Excellence

Leadership & Supervision

Client Engagement

Team Collaboration

Mentorship & Coaching

PROFESSIONAL EXPERIENCE

Team Lead Premier America Credit Union 2020 – Present

Insurance Agent Premier America Credit Union 2017 – 2020

Overview: Progressively expanded accountabilities in this insurance company, culminating in a Team Lead position with responsibility over team management and personnel training while upholding customer service excellence within the workplace. Maintains high sales performance across a variety of personal and commercial insurance products.

Selected Accomplishments:

Consistently achieved high closing ratio of around 75%+ while actively exceeding sales goal of $40K per month. Received commendations for performance, being selected for the 2020 Superstar Award in Insurance Services and the 2018 Spirit Award.

Gained experience in operations management by occasionally taking charge over managerial duties, including report preparations, staff monitoring, and other daily operational activities.

Key Responsibilities:

Strategic Marketing: Handles daily sales operations through adaptive strategies focused on active listening and in-depth customer education to facilitate clients in decision-making, ensuring productive and definitive outcomes for the company.

Client Engagement: Develops solid base of clients, strengthening relationships by demonstrating high level of work performance and exceptional customer service.

Training & Coaching: Delivers engaging and interactive training programs through friendly competitions and rewards system, stimulating team engagement and motivation to drive company success.

Leadership & Collaboration: Cultivates a team of independent and performance-driven professionals, encouraging efficiency in task execution. Directly collaborates with Vice President on strategic initiatives to drive organizational success.

Product Knowledge: Achieves product and service proficiency, allowing fast and reliable processing of client requests while ensuring accuracy and applicability of coverages being offered.

Hiring & Selection: Conducts interview to screen and vet diverse applicants, screening potential candidates with overall great personality and problem-solving instincts to employ and add value to the team.

Conflict Resolution & Problem Solving: Efficiently handles escalated issues and concerns through active listening and effective communication, providing appropriate solution with calm and objective approach.

Cold Outreach: Handled cold-calling and outreach as an Insurance Agent, effectively delivering scripts while maintaining customer service excellence to achieve high sales performance.

Insurance Agent Ishtar Insurance 2008 – 2017

Overview: Efficiently managed sales leads, working directly with established network of clients and utilizing all available resources to meet targets. Maintains high level of performance to consistently exceed sales goal of $20K per month, developing strong foundation of knowledge and initial leadership capabilities.

EDUCATION

Master of Business Administration, Minor Global leadership Woodberry University Dec. 2021

Bachelor’ in Business Management Pepperdine University Dec. 2020

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