Insurance Sales Agent

WORK EXPERIENCE

Insurance Sales Agent
Local Insurance Agency – New Jersey
January 2021 to Present

• Generate quotes using EZ LYNX and create proposals for clients to match individual needs.
• Cultivate relationships with clients to identify and meet insurance needs while establishing trust and rapport.
• Follow up promptly with interested clients to close sales.
• Finalize sales and collect necessary deposits.
• Work with the sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
• Educate clients on insurance policies and procedures.

Personal Lines Account Manager
Local Auto Insurance Agency – New Jersey
June 2008 to January 2021

• Educated clients on insurance policies and procedures.
• Met with customers to provide information about available products and policies.
• Analyzed risk factors to recommend appropriate coverage levels.
• Analyzed customer needs to provide customized insurance solutions.

Customer Service Representative
Big Ten Insurance Agency – New Jersey
April 2005 to June 2007

EDUCATION

Certificate in Corporate Assistance, 2002
Higher Education Institution

CERTIFICATIONS

Property and Casualty License

COMPUTER SKILLS

Applied Software