Daisy Patton Email & Phone Number

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.
• 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.
• Redirected marketing campaign from traditional to digital format

• 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’.
• 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..
• 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.
• Applied skills learned from top performers and management

• 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.
• 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.
• 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.
• Assessed best direction for delinquency resolution