Personal Lines Sales Producer - NAVSAV Insurance - Leland, NC
(2025-10)
- Licensed to sell Auto, Home, Commercial and Life in NC, SC, GA & AL.
- Develop and maintain relationships with potential clients and emphasis on cross-sale and referral opportunities.
- Utilizing multiple resources to ensure success, such as: Inbound and outbound calls, developing referral partners, marketing, social media, etc.
- High knowledge of carriers, products, processes, systems, underwriting guidelines and overcoming common sales objections.
- Participate in ongoing training provided by the agency and carriers.
- Exceed monthly sales quotas.
Insurance Advisor - Laurie Insurance Group - Southport, NC
(2025-03 - 2025-10)
- Active and licensed NC property and casualty insurance
- Insurance producer and provided service for all personal insurance policies to new and existing clients.
- Develop and calculate suitable plans based on clients' needs.
- Resolve client inquiries and complaints.
- Expand business reach through networking techniques.
- Comply with insurance standards and regulations.
Mortgage Loan Officer - Truist Bank - Oak Island, NC
(2024-01 - 2025-03)
- Responsible for the sales and marketing of Truist Mortgage loan products within bank policies and procedures.
- Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits.
- Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities.
- Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review.
- Lead bank huddles and train bank partners on mortgage topics and guidelines.
Mortgage Loan Officer and Branch Manager - Fairway Independent Mortgage Corporation - Oak Island, NC
(2022-02 - 2024-01)
- Develop and create marketing plans within budget to introduce FIMC to new clients and realtors in the area.
- Maintain knowledge of all FIMC policies and guidelines and understanding of all company products.
- Respond to all customer inquiries regarding mortgage loan products, lending guidelines and procedures.
- Analyze all customers financial data to identify an appropriate loan product for the client.
- Develop and maintain a network of real estate agents, builders, and other professionals who can provide ongoing sources of business referrals.
Mortgage Loan Officer - Truist Home Mortgage - Greensboro, NC
(2015-05 - 2022-02)
- Awarded the Truist Originations Performance Summit as a Top Originations Performer in 2019 and 2020.
- Provided an exceptional experience for our clients by providing the Perfect Client Experience within a call center environment.
- Responsible for the sales of Truist Mortgage loan products within bank policies and procedures.
- Provided a needs-based analysis for every client to refer clients to other team members who provide specific Truist products and services that meet their needs.
- Aggressively managed loan production pipeline to close loans as quickly as possible which includes assisting the processors, underwriters, and closers to shorten the cycle time of each loan.
Material Damage Claims Representative - National General Insurance Company - Winston-Salem, NC
(2014-06 - 2015-05)
- Investigated auto insurance claims by taking statements from all parties involved and examining information with each claim.
- Determined and verified coverage and liability.
- Evaluated settlement value and options then negotiated material damage claim.
- Responsible for maintaining and growing relationships between National General Insurance and current policyholders.
- Understanding and knowledge of state laws and regulations applicable to claims.
- Responsible for focusing on the needs of the loss participants and work to meet their needs using appropriate customer service skills.
Level 2 Insurance Sales Agent - Wells Fargo Insurance - Winston-Salem, NC
(2010-03 - 2014-06)
- Represented over 20 insurance companies to clients nationwide in a call center environment.
- Excellent retention resulting in above departmental average of 92.5%.
- Strong banker relationships and knowledge of banker role and expectations.
- Developed team meeting agendas and actively led meetings when needed.
- Consistent top producer meeting and exceeding all sales expectations.
- Licensed in 50 states for Property and Casualty.
- Subject matter expert, mentor, and coached new hires.
- Strength in multitasking and strong time management skills.
- Participated in various focus groups, pilot programs and department functions.
Insurance Sales Agent - Liberty Mutual - Winston-Salem, NC
(2009-02 - 2010-02)
- Licensed to sell auto, home, life and other insurance products to individuals and Affinity groups within assigned territory using consultative selling techniques. Counsel and advised prospects and policyholders on matters of protection and coverage.
- Service and maintain renewal policies.
- Participate in various incentive programs and contests designed to support achievement of production goals.
- Meet goals for volume of quality new business quoted and written within company guidelines.
- Demonstrated persuasion and negotiation skills.
- Strong interpersonal skills to build rapport with prospective and existing customers.
- Organizational skills and effective time management to skills.
- Analytical skills to understand complex coverage details and underwriting guidelines.
