Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Aubrey Bingham

Rocky Mount

Summary

Sales Representative with experience in high-volume insurance calls, consultative selling, and policy guidance across auto and home coverage. Handles 50+ accounts at a time for needs assessments, quoting, cross-sell opportunities, and policy education while balancing compliance, service quality, and productivity in a remote call-center setting. Builds customer trust through clear communication and accurate documentation.

Overview

1
1
Certification
24
24
years of professional experience

Work History

Sales Representative

The Hartford
Hartford, CT
11.2024 - 11.2025
  • Handled 30-50 customer calls daily while delivering guidance on personal auto and home insurance coverage.
  • Conducted thorough needs assessments to match customers with appropriate coverage based on individual circumstances.
  • Explained coverage, limits, deductibles, discounts, and policy features in clear terms to support informed decisions.
  • Used consultative selling to recommend insurance solutions without high-pressure tactics, strengthening customer trust.
  • Identified cross-sell and bundle opportunities to expand auto and homeowners coverage and increase account value.
  • Maintained accurate customer records, resolved service needs, and followed state regulations, underwriting guidelines, and compliance procedures.

Account Manager/Sales Representative

Brightway Insurance
Yulee, FL
08.2021 - 09.2024
  • Managed 20-50 client accounts weekly while resolving inquiries and maintaining accurate policy records.
  • Conducted regular policy reviews to align coverage with changing client needs and recommend appropriate adjustments.
  • Processed new applications, endorsements, and cancellations accurately while coordinating with underwriters and carriers on coverage and pricing.
  • Built client relationships through responsive communication and prompt problem-solving on account issues.
  • Supported renewals and policy retention by recommending updates that kept coverage aligned with client risk profiles.
  • Coordinated with insurers, underwriters, and teammates to streamline service delivery and maintain operational efficiency.

Fine Dining Server/Bartender

The Ritz-Carlton
Amelia Island, FL
05.2002 - 02.2021
  • Explained dishes, beverages, ingredient sourcing, and wine selections to guide informed guest choices.
  • Coordinated with kitchen and bar staff to keep orders accurate and deliveries timely.
  • Resolved guest concerns discreetly while maintaining professionalism and protecting the dining experience.
  • Collaborated with colleagues to maintain smooth service flow and efficient dining room operations.
  • Participated in post-service debriefings to share feedback and support continuous service improvements.

Education

Associate's degree - Management and Supervision

Florida State College at Jacksonville
Jacksonville, FL
06.2013

Skills

  • Upselling
  • Account management
  • Customer service
  • Time management
  • Computer literacy
  • Insurance quoting
  • Needs assessment
  • Cross-selling
  • Policy retention
  • Renewal processing
  • CRM pipeline management
  • Referral generation
  • Pipeline management
  • Lead qualification
  • Renewal retention
  • Insurance producer license

Certification

Personal Lines License, FL 20-44 License

Timeline

Sales Representative

The Hartford
11.2024 - 11.2025

Account Manager/Sales Representative

Brightway Insurance
08.2021 - 09.2024

Fine Dining Server/Bartender

The Ritz-Carlton
05.2002 - 02.2021

Associate's degree - Management and Supervision

Florida State College at Jacksonville
Aubrey Bingham