Danielle A. Email & Phone Number

customer service role: Handles over 2,062 policies with over 1,000 households in MD, DC, & VA. Expertly manage account transactions, accounts receivable coordination and follow-up, and coverage detail conversations. Mastered and taught the role out of 3 Customer Relationship Management (CRM) systems to 4 new employees. This allowed our agency to maintain compliance and understanding of State Farm's progressive push to link our corporate partners with our agencies sales force. Earned the agency's standout remarkable service award as voted by peers and selected by the Agent/CEO.production role: Conducts and trains on State Farm's Simple Sales Conversation (SSC). This involves a robust financial service approach to identifying customer needs through interviewing and focused discussions, collection of assets and accounts, and the formulation of action plans to better prepare customers for their life goals and objectives. Expanded the agencies growth in production across all lines to include Auto, Commercial, Fire, Life, Health, and specialty products. This production led the agency to maintain its #1 position above 90 agency teams in the Prince Georges and Anne Arundel county territories with half the staffing. Assist with the interviewing, training, and development of new team members within their prospective production roles. This leads to a faster development of new team members improving agency efficiency.

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  Kaplan University

  Insurance