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.