Sales Agent with extensive knowledge of effective sales strategies and customer relationship management. Demonstrated ability to identify leads, negotiate successfully, and close sales efficiently. Exceptional communication and problem-solving skills have led to significant business growth. Enhanced previous workplaces by establishing enduring client relationships through personalized service.
Overview
12
12
years of professional experience
1
1
Certification
Work History
DMS Sales Agent
Humana
Louisville
04.2023 - Current
Provided exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring customer satisfaction
Conducted thorough needs assessments to identify the most suitable Medicare plan options for individual clients.
Maintained accurate records of all sales activities, including client interactions, proposals submitted, and closed deals
Conducted competitive analysis to identify unique selling points and differentiate Medicare plans from competitors
Managed a pipeline of prospects, ensuring timely follow-up and consistent communication throughout the sales process
Consistently achieved high customer satisfaction scores through effective relationship building and personalized service
Increased cross-selling opportunities by identifying additional insurance needs during Medicare consultations
Branch Manager
Parsons Insurance Service
Shepherdsville
10.2013 - 11.2023
Developed and maintained strong relationships with key clients, resulting in repeat business and customer loyalty
Analyzed market trends and competitor activities to identify new business opportunities, and stay ahead of the competition.
Resolved escalated customer complaints or issues promptly, ensuring high levels of customer satisfaction.
Implemented a CRM system to track leads, manage customer interactions, and improve the overall efficiency of the sales process.
Monitored financial performance, reviewing reports to identify trends and areas for improvement.
Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
Sales Agent
Kentucky Farm Bureau Mutual Insurance
Louisville
11.2022 - 04.2023
Utilized social media platforms to identify and engage with potential leads, resulting in increased brand awareness and lead generation
Nurtured long-term relationships with clients through regular check-ins and personalized follow-up communication
Maintained accurate records of all sales activities, including calls, meetings, and follow-up tasks
Utilized consultative selling techniques to understand client needs, and recommend appropriate solutions.
Maintained up-to-date knowledge of industry trends, competitor activities, and market conditions impacting sales performance
Created customized solutions tailored to meet individual client needs
Collaborated with underwriters to ensure accurate risk assessment for clients.
Utilized CRM systems for tracking client interactions and managing sales activities.
Resolved customer complaints promptly and effectively.
Reviewed files, recordings, and other documents to obtain information to respond to requests.
Created presentations and proposals for prospective clients.
Education
Master of Business Administration - Business Management
Sullivan University
Louisville, KY
08.2008
Bachelor of Science - Business Management
Spalding University
Louisville, KY
07.2004
Skills
Marketing
Relationship management
Microsoft Office
Inside sales
Outside sales
Sales
Customer service
Account management
Negotiation
Sales management
Communication skills
Organizational skills
Time management
High-end sales
Customer relationship management
Consultative selling
Needs assessment
CRM software
Competitive analysis
Market analysis
Sales pipeline management
Brand awareness
Data accuracy
Relationship building
Effective communication
Problem solving
Conflict resolution
Goal setting
Resilience under pressure
Networking
CRM software usage
Trade show representation
Adaptability to change
Social media marketing
Industry expertise
Proposal development
Customer assistance
Client relations
Building rapport
Upselling strategies
Account development
Client analysis
Contract preparation
Sales software proficiency
Cross-selling techniques
Key relationship management
Network development
Client engagement
Sales development
Sales territory analysis
Competitor research
Customer experience enhancement
Certification
Life Insurance License
Health Insurance License
Property & Casualty License
Accomplishments
Star Award
Timeline
DMS Sales Agent
Humana
04.2023 - Current
Sales Agent
Kentucky Farm Bureau Mutual Insurance
11.2022 - 04.2023
Branch Manager
Parsons Insurance Service
10.2013 - 11.2023
Master of Business Administration - Business Management