Insurance Sales Agent

TODD DAVIS

Licensed Insurance Sales Professional

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.

EDUCATION AND LICENSES

Licensed Life and Health Agent Renewed 2025

Life and Health Division: Texas Department of Insurance

Bachelor of Arts in Criminal Justice 1994

Stephen F. Austin State University – Nacogdoches, Texas

School of Engineering and Applied Science: UNIX System Administration 1999

Southern Methodist University – Dallas, Texas

PROFESSIONAL EXPERIENCE

Insurance Sales Agent 2024-2025

Lennar Insurance – Las Colinas, Texas

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.

Insurance Sales Agent and Mentor 2020-2024

Elite Insurance Group, formerly Porch – Bedford, Texas

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.

Insurance Sales Agent 2014-2020

Sterling Insurance Group Agency – Dallas Texas

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.

Insurance Sales Agent 2013-2014

State Farm Agency – Richardson & Grapevine, Texas

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.

Insurance Sales Agent 2010-2013

Allstate Insurance Agency – Dallas, Texas

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

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.

Insurance Sales Agent 2007-2010

AIG Direct Professional Insurance Consultant Call Center – Lewisville, Texas

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.

Insurance Sales Agent 2006-2007

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

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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