Experience

Quantum Assurance International

• United States
• Insurance
• 1 - 100 Employee

• Insurance Specialist

  • 2019 - Present

  • Demonstrated prospecting skills by efficiently cold calling potential prospects, securing self-generated leads, and gathering referrals from pre-existing customers. • Exhibited sales skills by achieving the top sales status in the region by generating $353,441 in 6 months. • Strategically analyzed current customer relationships and existing coverages to introduce new products and services that align with customers with long-term goals. • Demonstrated prospecting skills by efficiently cold calling potential prospects, securing self-generated leads, and gathering referrals from pre-existing customers. • Exhibited sales skills by achieving the top sales status in the region by generating $353,441 in 6 months. • Strategically analyzed current customer relationships and existing coverages to introduce new products and services that align with customers with long-term goals.



Texas Shield Insurance Agency - (Allstate)

• United States
• Insurance

• Manager

  • 2017 - 2019

  • Achieved staffing objectives by recruiting and screening qualified prospects, conducting interviews for job candidates, analyzing responses, verifying references, and comparing qualifications to job requirements. • Created record-keeping systems for employee records and company documents to optimize operations and reduce project lags, and established administrative work procedures to track staff’s daily tasks. • Implemented a corporate safety training program that reduced workers' compensation claims and modified compensation and benefits policies to establish competitive programs and comply with legal requirements. Show less



Donna Gnadt Insurance Agency

• Insurance Agency Owner

  • 2016 - 2017

  • Accomplished staff results by efficiently communicating job expectations, providing adequate training and resources, on-the-spot training, conducting individual and group training sessions, appraising job results, disciplining employees, and enforcing systems, policies, and procedures. • Created a sales team that sold Property and Casualty, Life, Benefits Packages, Workers Compensation, General Liability, Umbrella, Business Owners policies, and exceeded the sales goals/quotas set by Allstate Insurance. • Displayed high-level business acumen and business development skills by launching a brand new insurance agency that grew from 0 - 270 households within the first fiscal year after opening. • Proved myself as a valuable asset by accomplishing the Honor Ring Achievement Award within the first six months opening and achieving a 93% retention rate. Show less



Michael Sprague Insurance

• Office Manager/Insurance Agent

  • 2014 - 2016

  • Conducted individual and group training sessions to educate employees on job functions, corporate expectations, and to optimize employee development and sales. • Headed B2B, B2C, community outreach efforts, and an array of other marketing campaigns that enhanced market share, public relations, business volume, and increased sales by 87% after one year. • Generated new client acquisitions and identified external pipelines of prospective clients by establishing relationships, identifying business needs, and building rapport. • Managed a staff of 15+ employees and maintained a high retention rate of company personnel by organizing team building activities, engaging in employee development, and establishing a positive work environment. Show less



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Professional

  • 2009 - 2015

  • Established efficient workflow processes, monitored daily productivity, and implemented modifications to improve the overall effectiveness of office operations. • Exhibited attention to detail and customer service skills by reviewing client’s tax filing papers thoroughly to determine eligibility for additional tax credits or deductions and earning a 100% customer service rating. • Prepared tax returns, extensions, tax planning calculations, and write-ups for a wide range of organizations, entities, and individuals. Show less



Marrick Homes

• United States
• Construction

• Sales Assistant

  • 2012 - 2014

  • Demonstrated sales ability by utilizing cross-selling and up-selling methods, overcoming client’s objections, and consistently exceeding sales quotas. • Pre-walked homesites to provide punch lists for construction and delivery of the home to customers and provided quality control for finished products. • Demonstrated sales ability by utilizing cross-selling and up-selling methods, overcoming client’s objections, and consistently exceeding sales quotas. • Pre-walked homesites to provide punch lists for construction and delivery of the home to customers and provided quality control for finished products.



All Discount Insurance

• United States
• Insurance
• 1 - 100 Employee

• Insurance Broker

  • 1997 - 2009

  • Developed, implemented, and monitored new underwriting guidelines for the agency. • Displayed software and training skills by training the staff on new office computer software. • Maintained a high retention rate of clients by utilizing account management practices with customers through proactive outreach and follow-up efforts, building rapport, and setting conversational objectives. • Developed, implemented, and monitored new underwriting guidelines for the agency. • Displayed software and training skills by training the staff on new office computer software. • Maintained a high retention rate of clients by utilizing account management practices with customers through proactive outreach and follow-up efforts, building rapport, and setting conversational objectives.