Daisy Patton Email & Phone Number

Fort Worth, Tx, Us

Fort Worth, Tx, Us

Dallas-Fort Worth Metroplex

Lead sales and account management activity within local market, and implement systems to achieve production goals for Property & Casualty products, and Life Insurance. Develop programs to grow sales and improve results of underperforming product lines. Train agents and drive business results for volumes, profits, and customer satisfaction. Create relationship-based sales, demonstrate sales proficiency, and deliver superior customer service.KEY COMPETENCIES: SALES & MARKETING… Show more Lead sales and account management activity within local market, and implement systems to achieve production goals for Property & Casualty products, and Life Insurance. Develop programs to grow sales and improve results of underperforming product lines. Train agents and drive business results for volumes, profits, and customer satisfaction. Create relationship-based sales, demonstrate sales proficiency, and deliver superior customer service.KEY COMPETENCIES: SALES & MARKETING, LEADERSHIP, MOTIVATION, REVENUE GROWTH, TEAMWORKIncreased Life Insurance sales to diversify product line, exceed production goals, and secure Honor Ring award● Managed office team and expanded subject knowledge to increase sales and productivity● Examined competitive landscape to evaluate programs by other companies● Tailored in-house programs to take advantage of strengths for sales and client relationships● Motivated and directed team focus to sell life insurance and exceed cross-line production targetsKEY COMPETENCIES: MARKETING STRATEGY, BUSINESS DEVELOPMENT, BOTTOM-LINE RESULTS, INNOVATIONImplemented Social Media and application of Digital Campaigns to develop marketing leads and Agency visibility● Redirected marketing campaign from traditional to digital format● Created Agency on-line presence through Facebook● Spearheaded no-cost marketing to drive referrals and sales● Followed-up internet leads to initiate and close new salesKEY COMPETENCIES: HIRING, TRAINING, TEAM BUILDING, EMPLOYEE DEVELOPMENT, MENTORING, COLLABORATIONHired, trained, and oversaw team members to increase sales, optimize workflow, and improve Customer Service● Strengthened training, guidance, and evaluation of employees● Aligned personnel and training to drive improvements● Led interview process and hired new team members Show less

Delivered comprehensive information, competitive strategies, and cost-efficient policies for homeowner, automobile, and personal line insurance policies. Coordinated risk reduction and coverage to meet customers’ financial needs and protection requirements.KEY COMPETENCIES: RISK REDUCTION, NEEDS ANALYSIS, SALES & PRODUCTION, CLIENT SERVICES, COMMUNICATIONDesignated as Temporary Agency Manager during transition to new Agent● Refocused training and level of service over entire… Show more Delivered comprehensive information, competitive strategies, and cost-efficient policies for homeowner, automobile, and personal line insurance policies. Coordinated risk reduction and coverage to meet customers’ financial needs and protection requirements.KEY COMPETENCIES: RISK REDUCTION, NEEDS ANALYSIS, SALES & PRODUCTION, CLIENT SERVICES, COMMUNICATIONDesignated as Temporary Agency Manager during transition to new Agent● Refocused training and level of service over entire account base● Strengthened work ethic and communicated product opportunities● Aided pre-sales promotion and assisted as closing Professional KEY COMPETENCIES: SALES TECHNIQUES, CONTINUOUS LEARNING, INITIATIVE, ACCOUNT EXPANSION, PROFITSRecognized as National Top-100 Agency and high-performer for Property& Casualty sales● Applied skills learned from top performers and management● Initiated contact calls and in-person visits● Revitalized relationships with existing client base to build rapport and extend reach and relationship● Designed follow-up marketing to re-engage customersKEY COMPETENCIES: PROSPECTING, SALES STRATEGY, PRODUCTION, RELATIONSHIP BUILDINGGrew customer base and identified new growth opportunities● Initiated contact calls and in-person visits● Prospected new customers and converted new and seasoned leads to sales● Met with potential accounts and provided comprehensive bundled pricing plans ● Re-engaged past clients to win back business Show less

Reviewed distressed real estate loans and assisted homeowner re-negotiations with lenders. Tracked legal proceedings and coordinated action and recovery plans.KEY COMPETENCIES: RESEARCH, ANALYTICS, COMMUNICATION, COLLABORATION, CLIENT SERVICEReduced clients’ housing foreclosures and displacement during US recession● Documented homeowner financial hardships and submitted HAMP modification requests● Reconciled banking and financial statements for discrepancy… Show more Reviewed distressed real estate loans and assisted homeowner re-negotiations with lenders. Tracked legal proceedings and coordinated action and recovery plans.KEY COMPETENCIES: RESEARCH, ANALYTICS, COMMUNICATION, COLLABORATION, CLIENT SERVICEReduced clients’ housing foreclosures and displacement during US recession● Documented homeowner financial hardships and submitted HAMP modification requests● Reconciled banking and financial statements for discrepancy resolution● Streamlined processing to reduce delaysKEY COMPETENCIES: SPANISH, BUSINESS STRATEGY, FINANCIAL ACUMEN, NEGOTIATION Utilized Spanish fluency to strengthen Specialized Refinance Team, and initiated repayment plans for delinquent loans● Assessed best direction for delinquency resolution● Strengthened communication and feedback from consumers● Generated new credit and collateral files for loans Show less