Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Amber Jansson

Williamsburg

Summary

Experienced Senior Retention Specialist with a strong background in leading teams, driving performance, and improving processes within the insurance industry. Adept at coaching and developing agents, interviewing and onboarding new hires, and creating efficient workflows to enhance team productivity. Proven track record of achieving top-tier sales awards, including President’s Club and the 30 for 30 Life Insurance Sales Award. Licensed in all 50 states with expertise in property and casualty insurance. Seeking to leverage leadership and industry knowledge as a Lead for Insurance Customer Service.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Retention Account Manager

Policygenius
10.2020 - Current
  • Led a team of retention specialists, focusing on improving customer satisfaction and reducing churn for insurance products.
  • Conducted 1:1 meetings with agents, offering coaching, feedback, and development plans to drive performance and exceed goals.
  • Spearheaded the creation and implementation of new workflows, boosting team productivity and overall operational efficiency.
  • Managed agent schedules and time-off requests, ensuring optimal coverage and compliance with company policies.
  • Participated in interviewing and onboarding new team members, ensuring they were aligned with company culture and service standards.

• Collaborated with cross-functional teams to continuously enhance customer service and retention strategies.

Service Manager

State Farm
08.2019 - 10.2020

• Managed a team of 5 sales agents, ensuring consistent achievement of sales and service goals while maintaining high standards of customer service.

• Monitored team performance, provided ongoing coaching and support, and developed strategies to exceed key performance indicators (KPIs).

• Handled customer service escalations, resolving complex issues and ensuring customer satisfaction and retention.

• Collaborated with agents to identify cross-selling and up-selling opportunities, resulting in increased revenue and customer loyalty.

• Conducted regular team meetings to track progress, share best practices, and promote a high-performance culture.

• Ensured all team members adhered to company policies, procedures, and compliance regulations.

Senior Sales Agent

Liberty Mutual
01.2016 - 08.2019
  • Sold a variety of insurance policies, consistently exceeding weekly metrics and sales goals.
  • Built and maintained strong relationships with real estate agents and car dealerships to generate new business opportunities.
  • Strategically partnered with external agencies to expand the customer base and grow a comprehensive book of business.
  • Demonstrated exceptional client relationship management, resulting in increased customer retention and referrals.

Education

Master of Science - Psychology

Ashworth College
Norcross, GA
06-2016

Skills

  • CRM Software Proficiency (Salesforce, Tableau, Slack, Five9, WFO)
  • Sales Strategy and Execution
  • Client Relationship Management
  • Business Development and Networking
  • Insurance Policy Sales
  • Goal-Oriented and Metrics-Driven
  • Time Management and Organization
  • Customer Retention Strategies

Accomplishments

    • Recognized for two consecutive years as a winner of the President’s Club for exceeding sales targets.

    • Awarded the 30 for 30 Life Insurance Sales Award for exceptional sales performance and customer satisfaction.

Certification

  • Property and Casualty License - Licensed in all states

Timeline

Senior Retention Account Manager

Policygenius
10.2020 - Current

Service Manager

State Farm
08.2019 - 10.2020

Senior Sales Agent

Liberty Mutual
01.2016 - 08.2019
  • Property and Casualty License - Licensed in all states

Master of Science - Psychology

Ashworth College
Amber Jansson