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6-10 years of experience
Successfully completed extensive training in homeowner’s insurance underwriting guidelines and contracts.
- Appointed to sell insurance for ten carriers: Travelers, Liberty Mutual, Arrowhead, Homesite, Security First, Cabrillo, Narragansett Bay, Fidelity, ASI, Universal Property and Casualty.
- Rose from entry level sales agent to highest sales agent level in first eight months of employment.
- Ranked in top quartile of homeowner’s insurance sales force throughout tenure at [company name].
- Earned Bronze Tier ranking in [company name] Chairman’s Club for top sales in 2008.
- Earned Gold Tier ranking in [company name] Chairman’s Club for top sales in 2009.
- Promoted to special homeowner’s insurance sales unit with advanced training to serve high-risk customers in Florida – 2010-2014.
- Completed 16 credit hours of Continuing Education courses for current biennium on variety of subjects, including Identity Theft Prevention, Natural Disaster Coverage, and Insurance Fraud.
- Participated in salesmanship skills and strategy development sessions through [company name] Great Communicator Series.
6-10 years of experience
Knowledgeable in Springer Miller, Opera and Aspire hotel sales training.
- Achieved more than 1.5 million in sales revenue annually for six years
- Second highest producer since 2008
- Maximized revenue for all the various outlets, via packages for golf, spa, and dinning before, during, and after renovations
0-5 years of experience
Opened new location with record breaking sales/quotes due to custom marketing.
- Developed retention plan to ensure future development of location.
- Work closely with owner to improve quality standards for customer satisfaction.
- Ensured that policy requirements were fulfilled, including any necessary documentation for premium discounts, and or accuracy and completeness of all forms prior to turning in to the Underwriters.
- Managed all receivables, payables, conduct late- pay calls for existing policy holders to prevent cancellations, and balanced day end reports for daily bank deposits
0-5 years of experience
Provide technical sales assistance to Verizon customers regarding product packages and specifications
- Troubleshoot customers’ technical issues with Verizon products
- Meeting or exceeding client Key Performance Indicators and Guidelines in addition to adhering to VXI Policies and Procedures.
- Minimum 100% Target Versus Attainment, which includes but is not limited to conversion, line per order, as well as other KPI.
- Must maintain an acceptable level of performance week over week, month over month.
0-5 years of experience
Licensed in 30 states responsible for helping more than 3,800 individuals and corporate accounts.
- Support sales reps in opening new accounts and upgrading existing services.
- Worked directly with operations for benefit clarification and coordinated with the eligibility department.
- Quickly and effectively solve customer challenges.
- Maintain quality control/satisfaction records, constantly seeking new ways to improve customer service.
- Configured benefits while loading in dimension system for accuracy.
0-5 years of experience
Marketed homes in the local community by utilizing a proven successful marketing plan. Provided virtual tours on website of homes listed providing them with additional exposure.
- Created sales brochures for each listing to profitably market the home. Promoted sales of properties through advertisements, open houses, and participation in multiple listing services.
- Negotiated the best possible contract for clients. Worked with home inspectors and appraisers to determine any and all actions that need to be taken prior to closing. Ensured that all terms of the contract are met prior to closing.
- Provided interior redesign and staging for homes on or off market.
0-5 years of experience
Answered incoming calls and assisted with client property insurance needs
- Underwrote for property risks with over 6 carriers each with own application
- Monitored partner guidelines for underwriting risks and changes to procedure
- Reached top-quartile numbers in sales metric in over 80% of time employed
- Maintained a 100% rating in Customer Interaction metric over last 18+ months
- Obtained licenses and am currently licensed to sell insurance in 49 U.S. States
0-5 years of experience
Provided excellent customer service experience for guests, making repeat customers and being viewed as an expert in the field.
- Help plan itineraries and plan excursions while in trips.
- Overcame objections such as I need to talk to my partner, etc.
- Was a team player and motivated any and all members of my team to help ensure team success.
- Was ranked 7th top sales agent out of 2 call centers in February 2015
0-5 years of experience
Licensed insurance agent in 10 states
- Spoke with over 20 customers on a daily basis
- Required to maintain at least a 50% sales closure ratio
- Worked with computers daily using Microsoft Office and selected programs
- Was trusted with special projects to help my team sell better and be more motivated
- Marketing team experience for events and promotions of products around town
0-5 years of experience
Contacted businesses and residences by telephone to solicit sales of goods or services.
- Record names, addresses, purchases or reactions of prospects contacted.
- Guide customers through a detailed recorded verification of sale.
- Adjust sales scripts to better target the needs of specific individuals.
0-5 years of experience
Served as lead agent overseeing large electronics department
- Managed all sales transactions, including inventory of days profits
- Delivered superior customer service to [company name] guests and associates
- Conducted store isle inventories, stocked shelves and maintained store displays to attract customers and increase sales.
0-5 years of experience
Provide appropriate advice to strengthen the link between the client company and client security.
- Maintain proper data for each client, their needs and dates for renewal of policies.
- Processing of customer accounts. They also help customers calculate the monthly rates, giving them the best way to collect payment or periodic rates payable by the customer.
- Generate additional business for the company by providing information about the latest updates to customers, convincing them to get insured for the right kind of insurance and participation in charitable and community functions to obtain new customers.
- Schedule based on customer needs, and providing appropriate policies for them.
- Check the ownership and health status of clients to determine risk insurance policies.
0-5 years of experience
Answered inbound calls
- Offered customers protections plans on their credit cards
- Kept a clean and organized work station
- Met a certain quota ever week
- Ranked Top 5 in Sales
6-10 years of experience
Research and obtain real estate market data to formulate analysis on market conditions in order to make strategic recommendation to clients
- Collaborate with lending counterparts to monitor financial transactions, gain knowledge of current standards, and up to date mortgage interest rates
- Build relationships with real estate stakeholders to understand clients’ needs
- Monitor progress of building projects, making sure all components of the project are being completed to meet contracted deadlines
- Meet with builders to understand the new home construction process, document sale procedures, and impact the success of real estate transactions
- Use data management tools organize and interpret information in order to formulate, strategies, budgets, and project effectiveness
- Create and present listing presentation to future, current, and past clients
0-5 years of experience
Interview prospective clients to obtain data on their financial resources and needs, along with the physical condition of the person to be insured, and to discuss any existing coverage.
- Seek out new clients and develop clientele through networking to find new clients and generate list of prospective clients; sell individual and group health insurance to appropriate clients.
- Explain features, advantages, and disadvantages of various policies to promote sale of health insurance plans.
- Built and cultivated long-term quality relationships with clients by addressing their needs and providing superior service to ensure utmost satisfaction.
0-5 years of experience
Licensed Health Insurance Sales Agent through the College of Insurance (COI) in 10 States to sell Kaiser Permanente Medicare Senior Advantage Plans in Northern & Southern California, Colorado, Georgia, Hawaii, Oregon and Washington, and Medicare Plus Plans in Maryland, Virginia and Washington, DC.
- Assisted Medicare Eligible Recipients with Medicare enrollment information, and with enrollment in Kaiser Permanente plans based on regions and CMS guidelines.
- Assisted Group Members losing employer coverage in enrolling into Individual Medicare Advantage Plans.
- Assisted Federal Employees (FEHB) retirees with enrollment in individual Medicare Advantage Plans.
- Maintain accurate Book of Business.
- Perform and accurately enter timely data entry.
- The ability to explain complex information in clear, concise terms.
0-5 years of experience
Represent a full line of insurance products, serving as a trusted advisor to businesses and individuals.
- Manage all phases of the sales cycle from prospecting to close and follow up support.
- Call on policyholders to explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Calculate premiums and establish payment method.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Confer with clients to obtain and provide information when claims are made on a policy.
0-5 years of experience
Deliver prepared sales talks, reading from scripts that describe products or services
- Explain products or services and prices, and answer questions from customers
- Obtain customer information such as name, address, and payment method, and enter orders into computers
- Answer telephone calls from potential customers who have been solicited through advertisements.
- Schedule appointments for sales representatives to meet with prospective customers or for customers to attend sales presentations.
0-5 years of experience
Set up new accounts for new Direct TV customers. Explained promotions as well as special discounts compared to competitors.
- Explain TV and bundle packages to customers
- Right fit the customer into the best cable package, tailored to them
- Access customer credit reporting information to determine deposit amount
- Took debit and credit card payments required to establish service
0-5 years of experience
Received Incoming calls to set up new service
- Transferred calls to appropriate representative
- Trained new sales agents on how to achieve personal sales and service goals
- Provided floor support to all agents to help close sales
0-5 years of experience
Educate customers and answer customer questions related to the buying or selling of energy,
energy markets, or alternative energy sources.
- Create product packages based on assessment of customers’ or potential customers’ needs.
- Contact prospective buyers or sellers of power to arrange transactions.
- Negotiate prices or contracts for energy sales or purchases.
- Price energy based on market conditions.
- Analyze customer bills and utility rate structures to select optimal rate structures for customers.
- Purchase or sell energy or energy derivatives for customers.
0-5 years of experience
Responsible for re-selling Individual medical plans to existing members in all states.
- Responsible for increasing member retention by working with at-risk members.
- Provides detailed analysis that identifies and promotes the value of the existing plan, discuss options, provides alternative plan options when appropriate and makes recommendations.
- Provide customers with counseling and recommendations for plan changes.
- Responsible for working with members during rate increases or any other time a member is a risk of leaving.
- Associate will work with cancellation requests to prevent member attrition.
0-5 years of experience
Successfully presented and sold Bank Owned, Short Sales, and Resale Homes
- Farmed in and out of Big Bear as Sellers Agent
- Showed Property for all agents in our office in Big Bear with a Value of $50,000 to $2 million dollars
- Followed all escrows with Agents and Banks for on time closing
- Ran Property Analysis on for clients to ensure clients were getting their best deal
0-5 years of experience
- Drive profit through inbound calls by utilizing persuasive sales techniques
- Educate customers on features and benefits of products, responding to questions, overcoming objections and accurately updating the contact management system
- Consistently exceed sales goals and meet quality assurance requirements
- Increase customer profitability by utilizing cross-selling and upselling techniques
0-5 years of experience
Provide professional and exceptional customer service
- Process orders for life saving devices
- Advise clients of available products and benefit of products
- Utilized internal CRM system and Salesforce
- Exceptional sales skills
- Increasing revenue for the company
- Resolving customer’s needs and concerns as well as being able to upsell
0-5 years of experience
Processed payments, policy endorsements, service policies, and helped customers with daily insurance needs
- Handled weekly marketing for company
- Calculates premiums and established payment method
- Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
- Conferred with clients to obtain and provide information when claims are made on a policy
- Contacted underwriter and submitted forms to obtain binder coverage
- Customized insurance programs to suit individual customers, often covering a variety of risks
- Ensured that policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans
- Explained necessary bookkeeping requirements for customer to implement and provide group insurance program
0-5 years of experience
- Drove sales by persuading customers into upgraded vehicles
- Sold customers on insurance packages and a variety of optional products
- Booked reservations and explained to customers the terms of leasing agreements
- Answered calls and handled customer questions or concerns
- Provided excellent customer service and support
0-5 years of experience
Inbound sales unit purposed for quoting and closing new business sales when applicable.
Striving to hit sales and administrative goals. Keeping up to date with changing
state and company guidelines.
- Extensive telecommunication
- Ability to remember and/or find state guidelines while on the phone with potential
- Accountability to first line of contact underwriting based on the company’s preferred
0-5 years of experience
- Consultive sales
- Tele sales outbound and inbound
- Evaluating consumer needs to coordinate an effective health strategy for each consumer
- Providing supervisory support to other agents to ensure effective and efficient sales.
- Working directly with supervisor and operations manager to come up action plans and make reports
0-5 years of experience
Take inbound bound sales calls.
- Use Excel and Word on a daily biases for customer records.
- Use multiple computer programs while listening to customers.
- Provide exceptional customer service.
- Work closely with Lowe’s stores to set up dishwasher and Water heater installs.
- Address all customers concerns in a professional manner
- Take payments over the phone.
0-5 years of experience
Call existing and new customers to upgrade or renew their internet and phone services.
- Upgrade customer’s TV services.
- Provide customer service, by checking billing and inquiries about their services.
- Adding new services to new customers.
0-5 years of experience
Process all reservation requests, changes, and cancellations received by phone
- Identify guest reservation needs and determine appropriate room type
- Answer questions about property facilities/services and room accommodations
- Follow sales techniques to maximize revenue
- Input and access data in reservation system
- Indicate special room reservation types by inputting the correct code and rate into the reservation system
- Follow proper escalation procedures when addressing guest concerns.
- Provide excellent customer service
0-5 years of experience
Inspected vehicles upon return of customers. And processed returns, assisting with any billing or customer service issues that the customer may have.
- In addition to processing return transactions, would also be responsible for placing the correct status on the vehicle. EX- Needs oil change, Claims, Ready to Rent, Etc.
- Assist customers with rental transactions upon arrival to the location.
- Explain all additional products to customer and persuade to purchase while being customer service oriented.
0-5 years of experience
- Helping the customers with their rental car
- Assisting the customer with any questions they might have regarding the car they have chosen and if they want to get something larger, with more features such as leather seats, satellite radio etc.
- Helping customers with giving the best value for the car and making them feel they have gotten the best price for the value of the car or Sport Utility Vehicle, or Luxury car or Luxury Sport Utility Vehicle.
- Giving Excellent Customer service on a daily basis
- Exceeding Commission expectations on a monthly basis
0-5 years of experience
Contacting clients for premiums pick-up.
- Collecting premiums from clients and issuing them a receipt.
- Delivering funds to the company and verifying the amounts.
- Entering collection data into computerized system.
- Prospecting for new business.
0-5 years of experience
Responsible for meeting monthly sales quota.
- Build and maintain a rapport with the customer
- Recommended customer compatible equipment suitable to meet their specific needs
- Respond to continuous chats in a prompt, professional and friendly manner
0-5 years of experience
Greet customers
- Interact with the customers directly and quickly in a manner which promotes the highest level of customer service.
- Responsible for delivering excellent customer service and answer any questions. Familiarize with customers and understand their needs.
- Display knowledge of insurance
0-5 years of experience
Consult with company officials, sales departments, and advertising agencies in order to develop promotional plans.
- Prepare promotional plans, sales literature, media kits, and sales contracts, using computer.
- Identify new advertising markets, and propose products to serve them.
- Attend sales meetings, industry trade shows, and training seminars in order to gather information, promote products, expand network of contacts, and increase knowledge.
- Answered customer questions about product availability.
- Greeted customers in a timely fashion, while quickly determining their needs.
- Responded to all customer inquiries thoroughly and professionally.
- Processed cash and credit payments rapidly and accurately.
- Documented all customer inquiries and comments thoroughly and quickly.
- Established long-term customer relationships through prompt and courteous service.
- Tracked time spent on assignments each day for productivity reporting.
0-5 years of experience
Sell products and services over phone.
- Describe products and rate plans.
- Recommend and select product based on customer needs.
- Maintain knowledge of current sales and promotions, policies regarding payments and exchanges and security practices.
0-5 years of experience
Answering Multi-line telephone systems
- Assisting passengers with booking and modifying reservations for travel across the US and CA
- Knowing in great detail extensive policies that pertained to train travel and advising passenger of those policies
- Collecting payments and issuing refunds to credit cards and debit cards
0-5 years of experience
- Licensed 4-40 Agent
- Negotiates and persuades customers to purchase a policy
- Recommends policies to sufficiently protect potential and returning customers from financial loss through auto damage, auto accidents, and/or auto theft, or other losses to personal autos
- Provides customers with excellent service and guidance as the expert professional
- Customizes coverage to suit individual customer needs and budget
- Recommends additional qualifying policies to further insure customers
- Ensures policies and coverage meets requirements for Florida State Law and GEICO underwriting guidelines
- Develops and implements strategies to motivate agents to boost sales and customer satisfaction
- Communicates updates to policies, procedures, guidelines, and within the industry to agents
0-5 years of experience
- Auto and Property Insurance sales
- Subject Matter Expert.
- Top Performer.
- Effective at working under pressure.
- Great listener to specific customer’s needs and wants.
- Organized multitasking in various systems.
- Great communication and relationship with management and team.
- Licensed in Property and Casualty in all 50 states.
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Sales Agent
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
