Life Insurance Agent - Legacy Life with The Alliance - North Carolina
(2023-10)
- Prospected and acquired new clients through referrals, outbound calling, networking, and relationship-building initiatives, contributing to a 10% increase in client base.
- Conducted needs-based consultations to assess client goals, financial priorities, and risk exposure, recommending tailored insurance solutions aligned with individual needs.
- Built and maintained long-term client relationships through proactive communication, ongoing policy support, renewals, and coverage updates, strengthening client retention and satisfaction.
- Managed the full client sales cycle, from lead generation and initial consultation through application, policy placement, and ongoing account management.
Wine Sales Representative - The Triple D Winery - Brownfield, TX
(2023-04 - 2025-08)
- Brokers mutually beneficial relationships with customers to ensure the highest level of customer satisfaction
- Disciplined to maintain organization to provide quality assurance and time sensitive correspondences
- Generates new leads to explore diverse avenues for professional growth for the company
Petroleum Landman - CRAIG S. CHARBONNET - Midland, TX
(2022-08 - 2023-12)
- Reviewed title data and research, creating detailed Excel reports to support company contract decisions
- Negotiated lease term agreements, ensuring fair and equitable professional transactions for drilling contracts
- Maintained clear and punctual communication, achieving high client satisfaction throughout project lifecycles
Customer Service Representative - TruNorth Management - Houston, TX
(2016-02 - 2022-07)
- Streamlined communication tactics using CRM software, providing timely and effective customer service
- Exercised innovative problem-solving skills to create efficient procedures for customer care and conflict resolution
- Cultivated client relationships and rapport, ensuring high levels of client satisfaction
