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Special Sales Insurance Advisor

Specialist & Consultant


Dedicated, outgoing, and professional individual who offers friendly customer service, quick learning, strong IT, organizational and interpersonal skills. Accustomed to working in faced-paced environments with success in effectively handling demanding situations.
 

Uses knowledge and selling techniques to build value in the product tailored to the customer, overcome objections & solve prospect or policyholder problems to convert leads into sales.
-Develops quotes and submits applications based on acquired risk information and customer requirements. Cross sells for additional lines of insurance.
-Advises prospects and policyholders on coverage, coverage limits and regulations.
-Maintains sales goals monthly, while exceeding and meeting expectations.
-Auto conversion of 44%, Home conversion of 42% monthly

-Front line contact, greeting and checking in members.
-Opening duties, such as pool test, AED check, and cleanliness of front desk.
-Billing inquiries for declines/past due memberships.
-Updating credit cards on membership accounts.
-Answering phone calls with correct salutations, and telephone etiquette.
-Handling member requests, during visit to club.

Fitness Staff

- Multi-Line Insurance Sales
- Service support for agent
- Online/Field Marketing
- Provided daily coverage inquires, policy changes, transfers, rewrites, and quotes
- Identify Customer Needs
- Establish Relationships with new and existing clients
- Business Networking

Insurance Specialist

- Worked 3rd party leads with prompt follow up methods
- AllWebLeads, Hometown Quotes, NetQuote, State Farm Warm Internet Leads
- Inside/Ouside Sales
- Establish relationships with new and existing clients
- EMAIL, NECHO, LYNC, ABS, PRO+, ACORD/CERTIFICATES OF INSURANCE

Insurance Account Representative

- Provided daily coverage inquiries, policy changes, transfers, rewrites, and quotes
- Schedule/confirm appointments, identify customer needs, and market appropriate products & services
- Answer phones and field questions
- Sales/Service support for agent and staff
- BOD, EMAIL, NECHO, LYNC, UAX, ABS, DSS, CLAIMS, PRO+, ACORD/CERTIFICATES OF INSURANCE
- Establish relationships with new and existing clients
- Proficiency with MS Office Suite
- Follow ups with customers on late pays, DSS, service issues, faxing, emailing, phone calls
- Prepare IFR and Meet & Greet packets for agent appointments

- Schedule/confirm appointments, identify customer needs, and market appropriate products & services
- Answer phones and field questions
- Sales/Service support for agent and staff
- BOD, EMAIL, NECHO, LYNC, UAX, ABS, DSS, CLAIMS, PRO+, ACORD/CERTIFICATES OF INSURANCE - -
Establish relationships with new and existing clients
- Manage agent's calendar and confirm appointments
- Proficiency with MS Office Suite
- Follow ups with customers on late pays, DSS, service issues, faxing, emailing, phone calls
- Prepare IFR and Meet & Greet packets for agent appointments
- P&C licensed, in process of SSA/LSA agreement
- State Farm Bank Certified

Sales/Customer Service Representative

- Answered phone calls, using correct salutations and telephone etiquette
- Recorded guest comments or complaints, and referring guests to management as necessary - Made
copies, sent faxes promptly, handled all incoming and outgoing correspondence.
- Assisted guests with any requests during visits, housekeeping, complaints, issues, etc.
- Front line contact - greeted, checked-in and issued room keys to guests.
- Opening/Closing duties for the Deli
- Made customers/club member's protein shakes, and coffee beverages
- Restocking throughout shifts with product

Front Desk Associate/ Delighted to Serve Agent

- Unloaded trucks, stocked shelves and carried merchandise out on the floor for customers.
- Maintained visually appealing and effective displays in the store.
- Operated the registers to process cash, check and credit card transactions
- Answered customer questions and addressed problems and complaints in person and on the phone.

Sales Associate/Replenishment

Cared for two children, ages 4 and 8; Maintained child-friendly environment with engaging activities,
and continuous access to the outdoors.
- Promoted good behaviors by using the positive reinforcement method; Engaged children with games,
books and puzzles.

Nanny

- Managed payments and client requests with exceptional customer service
- Cleaned and maintained the beverage area, display cases, equipment and order transaction area.
- Prepared and served hot and cold beverages.
- Completed opening and closing duties, including restocking items and closing out the cash drawer

Barista

Find out detailed information about Taryn Stiles, Special Sales Insurance Advisor 

Taryn Stiles: Special Sales Insurance Advisor

Taryn Stiles

Capistrano Valley High School

Saddleback College