Worked closely with the sales team to prioritize tasks, set goals, and allocate resources efficiently; resulting in increased productivity and revenue.
Maintained accurate records of all sales activities, including contracts, proposals, quotes, follow-ups, and customer communications.
Increased sales revenue by establishing strong relationships with clients and identifying new business opportunities.
Streamlined sales processes for improved efficiency and customer satisfaction.
Personal Lines Account Manager
Guy Agency Inc
03.2021 - 08.2024
Maintain current accounts and new business with excellent customer service and sales experience
All clerical work and business duties to manage a successful Insurance Agency daily
Customer Service Representative
FB Taylor Insurance
03.2020 - 06.2021
Maintain all customer service and clerical duties
Customer Service Representative
Farmers Insurance Group
01.2015 - 09.2020
I am a licensed Insurance Agent/CSSR
I solicit, sell and negotiate new business policies
Determine customer requirements and expectations in order to help the customer identify specific products and solutions
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken