Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lisa Naftzger

Norfolk

Summary

Results-driven insurance agent specializing in customer acquisition and upselling. Proven track record of exceeding sales goals while fostering strong customer relationships. Expertise in identifying client needs and delivering tailored insurance solutions.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Insurance Agent

Foundever
Norfolk
04.2023 - Current
  • Assisted customers with product inquiries and service options, enhancing customer understanding of offerings.
  • Managed sales transactions efficiently using point-of-sale systems.
  • Educated customers on promotions and loyalty programs available.
  • Engaged positively with customers, delivering professional and courteous support to meet sales and service needs.
  • Developed relationships with customers by providing excellent customer service.
  • Continuously met sales goals via strategic prospecting.
  • Identified and pursued opportunities for cross-selling additional products and services, contributing to overall revenue growth.

Insurance Sales Agent

Results Companies
Norfolk
08.2022 - 01.2023
  • Continuously met sales goals via strategic prospecting.
  • Identified cross-selling opportunities to maximize customer value and increase sales.
  • Provided product and service consultations while employing upselling techniques to drive additional sales.
  • Engaged customers with professional and polite support to enhance sales and service experience.
  • Managed sales transactions efficiently using point-of-sale systems.

Education

High School Diploma -

Findlay High School
Findlay, OH
05-1981

Skills

  • Licensed insurance agent
  • Auto insurance
  • Life insurance
  • Health insurance
  • Policy writing
  • Customer acquisition
  • Quotes and sales
  • Upselling
  • Negotiation skills
  • Decision making
  • Problem solving
  • Product knowledge
  • Sell policies

Certification

  • personal lines, health and life insurance license

Timeline

Insurance Agent

Foundever
04.2023 - Current

Insurance Sales Agent

Results Companies
08.2022 - 01.2023

High School Diploma -

Findlay High School
Lisa Naftzger