Dynamic Sales Professional with Customer-First Focus
Resume:
DANIEL SMALL • ******@******.*** • Portland, OR **201
SUMMARY:
Respectfully Tenacious Sales Professional, seeking a permanent role in which I can thrive.
EXPERIENCE:
Wipro: Delta Dental, Senior Sales Associate
Sep 2025 – Jan 2026
In the time I have worked for Delta Dental through a contracted role with Wipro, I have enrolled over 300 new policyholders, earning a 95% QA on all reviewed calls • This was a role that was to end 12/31/2025, I was asked to stay an additional month because of my successes married with the volume of people showing interest in the product(s) • In caller reviews, I received 5’s (scale of 1-5) consistently, with good comments on how enjoyable the process was.
Farmers Insurance Agency, Opportunity Generator
Mar 2025 - May 2025
This was a temporary effort to help a past customer to campaign for win-backs • Calling past policyholders and ones that may still have one or two policies • Confirming that information is the same or gathering anything that has changed • I also engaged in a campaign to gain new business to build the book of business in their effort to sell agency.
State Farm Agency, Insurance Producer/CSR
Oct 2023 - Sep 2024
Contacted prospective policyholders, and had a FORM (Family, Occupation, Recreation, and Money) conversation • Performed field underwriting, then presented bundled solution based on uncovered needs • Sold policies and submitted to underwriting department
Farmers Insurance, Associate Agent
Apr 2023 - Sep 2023
Focused on building an agency from the ground up • Consulted with leads, and discussed their situations, suggested best coverage and practices • Used a CRM to keep accurate records, provide quotes, and submit policies.
State Farm Agency, Insurance Producer
Nov 2018 – Feb 2023
Responsible for client acquisition and providing a positive consultative approach • Used CRM to keep accurate notes, provide quotes, and submit policies to underwriters • Focused on clarifying insurance and explaining what the carrier was providing • Resulted in a strong growth year-over-year for the agency(ies) I represented.
Injured in Traumatic Motorcycle Accident, Unable to work/in recovery
June 2015 to June 2017
Hit by a driver in a van, hospitalized for about a week and under watch for a brain bleed. Partial amputations of toes and stabilization of fibula/ tibia. Returned FT to school to attain BA in Mathematics.
Lead Appointment Expediter, Owner/Operator
Jun 2010 - Sep 2012
Focused on finding good cold callers to train, and developing profitable campaigns for my clients • After closing my doors, I was contacted to work with some clients again • Used a custom-built application to offer instant confirmations of sales appointments
EDUCATION:
Portland State University • Bachelor of Arts • Mathematics • Sep 2015 – Jun 2022
LICENSES & CERTIFICATIONS: OR/WA/ID
Life and Health Insurance License
National Insurance Producer Registry • 18974908 • Issued May 2019 - Expires May 2027
Property and Casualty Insurance License
National Insurance Producer Registry • 18974908 • Issued Oct 2018 - Expires May 2027
SKILLS:
Dual-Platform Computer Proficient • MS Office Proficient • Business Development Focused • Multiple CRM Proficient • Team Supportive/Training • Critical/Analytical Thinker • Proficient Communicator • Detail-Oriented • Sales Consulting • Client Relations • Can-do attitude • Customer centric sales methodology • Relationship Focused • Clear and Patient Onboarding
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