Summary
Experienced insurance producer with a strong record of meeting revenue goals and advising clients on coverage. Skilled in insurance licensing, sales, and time management. Builds lasting client relationships and adapts to changing needs.
Experience
- Exceeded annual new revenue goals by 20 percent for three years in a row.
- Advised 200+ clients on insurance needs, achieving a 97 percent retention rate.
- Analyzed submissions to secure best carrier coverage, saving clients an average of $700 per policy.
- Mentored two junior producers, increasing team sales by 15 percent.
- Applied new CRM technology to streamline account service, reducing response time by 30 percent.
Education
Courses
- Property and Casualty Insurance License, State of Texas