Jamie Robertson
Baker
Summary
Highly motivated individual with experience in the insurance sector. Proven record of success in meeting sales targets, managing customer relations and providing exceptional customer service. Skilled in using technology to streamline operations and develop innovative strategies to increase sales. Looking to leverage extensive knowledge and experience to generate a positive impact in a new role.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Allstate
10.2023 - 02.2025
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Generated quotes and proposals for clients to match individual needs.
- Expanded client base by generating referrals from satisfied customers and networking within the community.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Maintained high retention rates by addressing client concerns promptly and offering suitable policy adjustments as needed.
- Achieved top sales agent status through consistent delivery of outstanding customer service and expert product knowledge.
Office Manager
Tuscan Stone Imports
01.2023 - 10.2023
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Established team priorities, maintained schedules and monitored performance.
- Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
Administrative Assistant
Central Pest & Garden Supply
03.2018 - 01.2023
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
- Assisted in preparation of financial reports, gathering data that contributed to budgeting accuracy.
Education
Bachelor of Science - General Business
Louisiana State University
Online12-2025
Associate of Science - Business Adminstration
Baton Rouge Community College
Baton Rouge, LA12-2022
Skills
- Insurance sales
- Policy analysis
- Account management
- New business development
- Account retention
- Proposal preparation
Certification
Property and Casualty Insurance License
Timeline
Insurance Sales Agent
Allstate
10.2023 - 02.2025
Office Manager
Tuscan Stone Imports
01.2023 - 10.2023
Administrative Assistant
Central Pest & Garden Supply
03.2018 - 01.2023
Bachelor of Science - General Business
Louisiana State University
Associate of Science - Business Adminstration
Baton Rouge Community College
Similar Profiles
Austin GallagherAustin Gallagher
Multi-Line Insurance Agent at AllstateMulti-Line Insurance Agent at Allstate
Christopher CalireChristopher Calire
Licensed Insurance Agent at AllstateLicensed Insurance Agent at Allstate
Deborah Marie RookDeborah Marie Rook
Senior Insurance Agent at AllstateSenior Insurance Agent at Allstate