Heather Hatfield Email and Phone Number

Assisted agents with identifying and developing strategies to drive new business production, increase premium growth and improve customer retention.• Accountable for driving sales growth for all lines of business through assigned groups of agents. • Recruited agents, coordinated training, and managed agency start-up activities to ensure profitable growth.• Executed strategies by communicating with agents via face-to-face meetings.• Analyzed sales data to effectively review and… Show more Assisted agents with identifying and developing strategies to drive new business production, increase premium growth and improve customer retention.• Accountable for driving sales growth for all lines of business through assigned groups of agents. • Recruited agents, coordinated training, and managed agency start-up activities to ensure profitable growth.• Executed strategies by communicating with agents via face-to-face meetings.• Analyzed sales data to effectively review and evaluate results, recognize opportunities and trends, and remedy weaknesses.• Utilized Salesforce to record agency contracts, activities, and initiatives discussed to build the brand. Show less

Assisted agency owners in creating marketing strategies to reach target markets and achieve growth and profit goals. Reviewed agency processes, provided best practices for promoting brand, via digital standards, social media presence, and engagement in community.• Collaborated with agency owners to help promote company sales initiatives.• Trained agents and staff on products and systems, including Guidewire, Policy Center and Salesforce.• Reviewed marketing budgets and proposed… Show more Assisted agency owners in creating marketing strategies to reach target markets and achieve growth and profit goals. Reviewed agency processes, provided best practices for promoting brand, via digital standards, social media presence, and engagement in community.• Collaborated with agency owners to help promote company sales initiatives.• Trained agents and staff on products and systems, including Guidewire, Policy Center and Salesforce.• Reviewed marketing budgets and proposed ideas to reduce agency expenses while increasing agency growth.• Co-wrote and presented ongoing in-person and webinar training for agents, producers and staff.• Assisted in identifying potential marketing activities to obtain new business opportunities. Show less

Assisted customers in identifying their insurance needs for property and casualty coverage, utilizing consultative selling initiatives.• Responded to client’s requests for policy changes, processing payments and resolving billing issues.

Provided customer service, including the application of basic and intermediate underwriting guidelines, qualification and application of discounts, and coverage and pricing options for personal lines policies.• Provided support with quoting, policy processing, cross selling and marketing activities.

Assisted in resolving complex billing, underwriting and policy processing issues. Analyzed and resolved comprehensive policy and account-related questions from agents, producers, and agency staff.• Demonstrated in-depth product knowledge regarding insurance practices, rules, and regulations per multiple state guidelines.• Trained and proved peer support for newly hired employees.• Participated in Farmers community service and volunteer projects.• Reviewed and determined… Show more Assisted in resolving complex billing, underwriting and policy processing issues. Analyzed and resolved comprehensive policy and account-related questions from agents, producers, and agency staff.• Demonstrated in-depth product knowledge regarding insurance practices, rules, and regulations per multiple state guidelines.• Trained and proved peer support for newly hired employees.• Participated in Farmers community service and volunteer projects.• Reviewed and determined compliance with multiple state regulatory requirements in a fast-paced environment, increasing efficiency of handling incoming calls by 25% in first year, while maintaining excellent customer satisfaction. Show less