Licensed Property & Casualty Insurance Agent
Resume:
Patti Terrell
property casualty licensed agent
Ellettsville, IN 47429
******************@*****.***
Professional Summary
Versatile and results-driven licensed property casualty agent with 15+ years of experience in insurance sales and customer relationship management. Proven track record in developing leads, exceeding sales targets, and providing tailored insurance solutions across personal and commercial lines. Demonstrated leadership as a team supervisor, enhancing operational success and compliance in high-pressure environments. Skilled in market analysis, negotiation, and account management, committed to delivering exceptional service and driving business growth.
Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Personal and Commercial Lines Agent
May Agency-Bloomington, IN
April 2021 to February 2024
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
Establish customer relationships and follow up with customers, as needed. Billing, Payments, Certificate of insurance, COC filing, Currently trained for life, health, auto, home, business, and commercial
Independent Insurance Agent
Shelter Insurance-Bloomington, IN
April 2018 to April 2021
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed. Billing, Payments, Certificate of insurance, COC filing, Currently trained for life, health, auto, home, business, and commercial
Insurance Agent
State Farm Mutual Company-Bloomington, IN
November 2015 to April 2018
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed. Billing, Payments, Certificate of insurance, COC filing, Currently trained for Bank, ADA, life, health, auto, fire, business through State Farm
Team Supervisor
American Red Cross-Bloomington, IN
December 2015 to March 2018
• Supervises staff including hiring, training, evaluation, and discipline to ensure a well-qualified team and enhance operational success.
• Ensure appropriate donor care and the collection of safe units of blood.
• Plans, organizes, manages and directs all aspects of whole blood and/or apheresis collection operations
(fixed site or mobile) to ensure appropriate staffing and a smooth, efficient process
• Ensure SQUIPP of all products collected under supervision. Follows all applicable standard operating procedures, regulations, directives and policies to ensure compliance.
• Performs all technical phases of collection procedures in accordance with operator's manual, local operating procedures, BSDs and CFR to ensure product/donor safety and compliance. Ensures effective customer service to promote positive, professional image of the ARCBS at all times.
• May be responsible for recruiting donors. Operate company vehicles in compliance with regulations. Performs other related duties as necessary.
Medicare Sales Agent
BLOOM MARKETING GROUP-Bloomington, IN
October 2010 to October 2015
• Provided personalized consultations to clients, assessing their healthcare needs and recommending appropriate Medicare insurance options
• Achieved sales growth year-over-year through proactive prospecting and lead generation strategies
• Educated clients on the features, benefits, and coverage details of various Medicare insurance plans
• Built strong relationships with insurance carriers to stay updated on plan changes, pricing updates, and industry trends
• Participated in training programs to stay up-to-date on changes in Medicare regulations and compliance requirements
• Consistently met or exceeded monthly sales targets by leveraging effective negotiation skills Outside Sales Representative-Employee Benefits
Bill C Brown and associates-Bloomington, IN
October 2000 to July 2011
• Consistently exceeded sales targets by each quarter, resulting in recognition as top-performing sales representative for three consecutive years
• Developed and maintained strong relationships with key clients, resulting in a customer retention rate and satisfied customers.
• Identified new business opportunities through market research and cold calling, leading to a increase in client base
• Collaborated with cross-functional teams including marketing and product development to align sales strategies with market trends and customer needs
• Utilized CRM software to track leads, manage pipeline activities, forecast sales projections accurately, resulting in improved efficiency
• Implemented effective prospecting techniques such as referrals and networking events that resulted in a increase in lead generation
Education
Certified in Optical assistant
Community Access Job Training-Remote
June 2013 to April 2014
Associate in Business
Vincennes University-Vincennes, IN
2009
Skills
• Product Development
• Outside Sales (10+ years)
• Market Analysis
• Medical coding (1 year)
• B2B Sales
• Account Management
• Microsoft Excel
• Cold Calling (10+ years)
• Communication skills
• Business Development
• Management
• ICD-9
• CRM Software
• Medical terminology (3 years)
• Sales (10+ years)
• Underwriting
• Sales Management (5 years)
• Negotiation
• Insurance Sales
• Microsoft Outlook
• Branding
• CPT Coding (1 year)
• Medical Billing
• Customer service
• Inside Sales
• Salesforce
• Human Resources
• ICD-10
Certifications and Licenses
Driver's License
Optical assistant
May 2016 to 2017
Assisted in helping get machines ready for patients exam. Assisted with choosing eyewear and contact fitting
A valid P&C License
Property and Casualty License
Life and Health License
Insurance Producer License
Additional Information
Medical coding
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