Achieves monthly sales growth targets by quoting and issuing new policies. • Handles inbound and outbound calls to solicit qualified prospects, aligning with annual growth and productivity goals. • Maintains and utilizes CRM systems and web-based quoting platforms. • In-depth knowledge of company policies, practices, and procedures. • Holds Property & Casualty & Personal Lines Insurance licenses. • Proficient in multitasking and computer skills, including CRM navigation. • Excellent communication and sales skills to recommend appropriate coverage.

Collected customer requirements for events, including guest numbers and dates. • Planned menus considering client preferences and special requests. • Trained and managed wait staff and kitchen personnel. • Managed expenses, stock, and orders. • Arranged food tastings and allocated resources to ensure timely service. • Proficient in MS Word, Excel, and related programs. • Anticipated needs and resolved issues professionally.

Engaged clients to build and deepen relationships through personalized service. • Utilized customer service skills to resolve problems independently or escalate as needed. • Enhanced customers’ financial lives through tailored experiences. • Employed critical thinking and problem-solving skills to meet customer needs. • Managed multiple responsibilities, prioritized tasks, and delegated effectively. • Strong communication skills, including verbal, non-verbal, written, and presentation abilities.

Identified and targeted potential clients through consultative sales approaches. • Conducted cold calls to secure appointments and gather client needs. • Positioned solutions to meet client requirements and negotiated sales. • Acquired and grew revenue in new sources within assigned industry verticals. • Provided outstanding customer service. • Closed new business deals by coordinating requirements and processing transactions.