Insurance Sales Agent

TODD DAVIS

Licensed Insurance Sales Professional Home, Auto, Business, and Life Policies

Dallas, TX 214-***-**** ***********@*****.***

QUALIFICATIONS

Proven sales professional with extensive experience in fast-paced environments, demonstrating the ability to quickly learn, adapt, and train others effectively. Strong communicator with a focus on customer service, compliance, retention, and fostering a collaborative team culture. Licensed in 48 states and skilled at building long-term client relationships while optimizing sales processes.

CORE SKILLS

Insurance Sales • Customer Retention • Multi-State Licensing • New Home Client Acquisition • Lead Generation • Underwriting Support • CRM Proficiency • Cold Calling • Microsoft Excel • Microsoft Word • Slack

EDUCATION AND LICENSES

Life and Health Division: Texas Department of Insurance

Licensed Life and Health Agent (Renewed in 2025)

Stephen F. Austin State University – Nacogdoches, Texas

Bachelor's of Arts in Criminal Justice, 1994

Southern Methodist University – Dallas, Texas

School of Engineering and Applied Science: UNIX System Administration, 1999

PROFESSIONAL EXPERIENCE

Lennar Insurance – Las Colinas, Texas

Insurance Sales Agent 2024-2025

-Leveraged strong follow-up strategies and bundling techniques to consistently rank in the top 10% of licensed agents company-wide.

-Built and maintained long-term client relationships through referral networks, enabling consistent production regardless of fluctuating call volume.

-Explained coverage options and carrier benefits to clients using extensive professional sales experience and agency provided scripts.

-Guided customers through the full insurance process during their home purchases with a focus on new build clients.

-Adapted to frequently changing guidelines across multiple states by staying up to date with each carrier's requirements.

-Mastered the agency’s quoting software (HBO) to deliver accurate quotes and document client interactions efficiently in a remote setting.

-Participated in cross-departmental special assignment projects focused on improving close rates for new-home insurance clients, gaining insight into company-wide best practices.

Elite Insurance Group, formerly Porch – Bedford, Texas

Insurance Sales Agent and Mentor 2020-2024

-Quoted insurance in all 48 states, guiding customers through carrier options while customizing recommendations to their specific needs.

-Worked closely with customers in a variety of different situations including new home purchases, refinancing existing mortgages, and adjusting coverage during life changes, therefore providing solutions to their needs, and ensuring full protection.

-Handled high call volume while quickly and effectively resolving software and hardware issues in a fast-paced call center environment.

-Mentored unlicensed agents during an insurance startup, supporting them through their licensing process.

-Achieved top 5% ranking among licensed agents' company-wide, while maintaining the lowest call drop ratio on my team and one of the highest retention rates.

-Created and implemented email and sales scripts that streamlined the insurance consent process and aided in closing rates within the company.

Sterling Insurance Group Agency – Dallas Texas

Insurance Sales Agent March 2014 - 2020

-Gained in-depth knowledge of guidelines for multiple carriers to provide accurate and compliant quotes.

-Generated leads from homebuyer lists and developed a customized script that increased quote generation rates from 10–14% to 30% monthly.

-Built long-term relationships with customers, carriers, and MGAs to support business expansion and revenue outcomes.

State Farm Agency – Richardson & Grapevine, Texas

Insurance Sales Agent 2010-2013

-Consulted with customers to identify their insurance needs and applied industry knowledge and personal experience to educate them on coverage and provide tailored solutions.

-Mentored inexperienced staff and collaborated with company employees to boost productivity, implement efficient strategies, and enhance overall productivity.

Allstate Insurance Agency – Dallas, Texas

Lead Sales Agent 2010-2013

-Promptly investigated leads, aiming to contact within 15 minutes, to reevaluate quotes and generate new sales opportunities.

-Responded to underwriting inquiries within 24 hours to ensure timely processing and policy management.

-Consistently met or exceeded monthly sales goals by promptly following leads, applying advanced sales techniques, and utilizing cold calling, win back, cross-selling, and community marketing initiatives.

AIG Direct Professional Insurance Consultant Call Center – Lewisville, Texas

Insurance Sales Agent 2007-2010

-Consulted with customers to evaluate immediate and long-term insurance needs, while clearly explaining complex coverages and discounts to make sure they understood their options.

-Served as primary point of contact between customers and underwriting, resolving policy issues and questions within 24 hours.

Professional Insurance Consultant AAA Texas Irving Texas Call Center – Irving, Texas

Insurance Sales Agent 2006-2007

-Specialized in converting existing roadside assistance customers to comprehensive insurance policies, which increased customer retention.

-Worked closely with management to consistently meet or exceed monthly sales quotas, averaging 35 auto and 10 home policies sold per month.

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