Customer Relations & Insurance Sales Agent with a deep understanding of various insurance products and market strategies. Demonstrated ability to build lasting client relationships and effectively communicate complex information in understandable terms. Strong negotiation skills, leading to successful closure of deals and consistent growth in client base. Contributed to team efforts by surpassing sales targets and enhancing customer satisfaction through personalized service solutions.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Insurance Specialist
Damy Anderson State Farm
Centennial
02.2025 - 04.2025
Cultivated strong relationships between policyholders and agency, fostering trust and transparency.
Expanded agency's book of business through targeted solicitation and relationship-building efforts.
Adhered to office protocols for closing new business and scheduling follow-up opportunities.
Generated leads via cold calling, networking events, referrals, and diverse marketing strategies.
Conducted regular follow-ups with clients to review policies and discuss additional options.
Nurtured relationships with existing clients to ensure satisfaction and facilitate policy renewals.
Resolved customer inquiries efficiently through telephone and email communication.
<ul>
<li>Received a TMHOF Award in 2023.</li>
<li>Facilitated a strong working relationship between policyholders and the agency, based on trust and honesty.</li>
<li>Trained employees to meet State Farm agency and work standards, in particular, life sales.</li>
<li>Followed office protocols to close raw, new business, as well as set up follow-ups to close potential future opportunities.</li>
<li>Assisted the agency in selling over one hundred life policies in one calendar year.</li>
<li>Grew the agency’s book of business through soliciting and relationship-building.</li>
<li>Generated leads through cold calling, networking events, referrals, and other marketing initiatives.</li>
<li>Resolved customer inquiries promptly via telephone or email correspondence.</li>
<li>Identified cross-selling opportunities among existing customers.</li>
<li>Assisted clients in selecting appropriate coverage options for their needs.</li>
<li>Reviewed insurance policies periodically to make sure they meet customer needs.</li>
<li>Built relationships with existing clients by providing exceptional service.</li>
</ul>
Kelly Burns State Farm
Centennial
02.2023 - 02.2025
Received a TMHOF Award in 2023.
Facilitated a strong working relationship between policyholders and the agency, based on trust and honesty.
Trained employees to meet State Farm agency and work standards, in particular, life sales.
Followed office protocols to close raw, new business, as well as set up follow-ups to close potential future opportunities.
Assisted the agency in selling over one hundred life policies in one calendar year.
Grew the agency’s book of business through soliciting and relationship-building.
Generated leads through cold calling, networking events, referrals, and other marketing initiatives.
Resolved customer inquiries promptly via telephone or email correspondence.
Identified cross-selling opportunities among existing customers.
Assisted clients in selecting appropriate coverage options for their needs.
Reviewed insurance policies periodically to make sure they meet customer needs.
Built relationships with existing clients by providing exceptional service.
<ul>
<li>Received a TMHOF Award in 2022.</li>
<li>Top Sales Specialist for the agency for multiple quarters</li>
<li>Trained new hires on State Farm systems and office protocol.</li>
<li>Trained employees to sell State Farm life insurance per office standard.</li>
<li>Followed office protocols to close raw, new business, as well as set up follow-ups to close potential future opportunities.</li>
<li>Assisted the agency in hitting the required life numbers for end-of-year requirements.</li>
<li>Generated leads through cold calling, networking events, referrals, and other marketing initiatives.</li>
<li>Developed relationships with current clients to ensure customer satisfaction and renew policies.</li>
<li>Resolved customer inquiries promptly via telephone or email correspondence.</li>
<li>Advised clients on best practices for minimizing risk exposure through proper insurance coverage.</li>
</ul>
David Trudell State Farm
Lone Tree
07.2021 - 01.2023
Received a TMHOF Award in 2022.
Top Sales Specialist for the agency for multiple quarters
Trained new hires on State Farm systems and office protocol.
Trained employees to sell State Farm life insurance per office standard.
Followed office protocols to close raw, new business, as well as set up follow-ups to close potential future opportunities.
Assisted the agency in hitting the required life numbers for end-of-year requirements.
Generated leads through cold calling, networking events, referrals, and other marketing initiatives.
Developed relationships with current clients to ensure customer satisfaction and renew policies.
Resolved customer inquiries promptly via telephone or email correspondence.
Advised clients on best practices for minimizing risk exposure through proper insurance coverage.
<ul>
<li>Facilitated a strong working relationship between policyholders and the agency, based on trust and honesty.</li>
<li>Top Sales Specialist for the agency for multiple quarters</li>
<li>Trained new hires to meet State Farm agency and work standards.</li>
<li>Managed the agency while the agent was on leave for an extended period.</li>
<li>Grew the agency’s book of business through soliciting and relationship-building.</li>
<li>Generated leads through cold calling, networking events, referrals, and other marketing initiatives.</li>
<li>Resolved customer inquiries promptly via telephone or email correspondence.</li>
<li>Reviewed insurance policies periodically to make sure they meet customer needs.</li>
<li>Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.</li>
</ul>
Kimberly Brogan Smith State Farm
Englewood
03.2016 - 07.2021
Facilitated a strong working relationship between policyholders and the agency, based on trust and honesty.
Top Sales Specialist for the agency for multiple quarters
Trained new hires to meet State Farm agency and work standards.
Managed the agency while the agent was on leave for an extended period.
Grew the agency’s book of business through soliciting and relationship-building.
Generated leads through cold calling, networking events, referrals, and other marketing initiatives.
Resolved customer inquiries promptly via telephone or email correspondence.
Reviewed insurance policies periodically to make sure they meet customer needs.
Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
<ul>
<li>Provided excellent customer service by listening to needs and addressing them appropriately.</li>
<li>Interpreted auto policy language to handle claims appropriately.</li>
<li>Informed insureds of repair options, made appointments, rental reservations, and met the initial needs of the insureds.</li>
<li>Determined claim complexity and decided whether to handle it to completion or to refer the claim to a higher level of supervision.</li>
<li>Ensured proper claim handling by adhering to both company and state guidelines.</li>
<li>Earned five customer driven awards.</li>
</ul>
American Family Insurance
Englewood
07.2015 - 03.2016
Provided excellent customer service by listening to needs and addressing them appropriately.
Interpreted auto policy language to handle claims appropriately.
Informed insureds of repair options, made appointments, rental reservations, and met the initial needs of the insureds.
Determined claim complexity and decided whether to handle it to completion or to refer the claim to a higher level of supervision.
Ensured proper claim handling by adhering to both company and state guidelines.
Earned five customer driven awards.
<ul>
<li>Facilitated a strong working relationship between policyholders and the agency, based on trust and honesty.</li>
<li>Managed the agency while the agent was on leave for an extended period.</li>
<li>Provided guidance about different types of insurance products available.</li>
<li>Identified cross-selling opportunities among existing customers.</li>
<li>Assisted clients in selecting appropriate coverage options for their needs.</li>
<li>Reviewed insurance policies periodically to make sure they meet customer needs.</li>
<li>Stayed abreast of new product offerings and industry trends to provide up-to-date advice to clients.</li>
<li>Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.</li>
</ul>
Laura Leier State Farm Agency
Highlands Ranch
07.2013 - 03.2015
Facilitated a strong working relationship between policyholders and the agency, based on trust and honesty.
Managed the agency while the agent was on leave for an extended period.
Provided guidance about different types of insurance products available.
Identified cross-selling opportunities among existing customers.
Assisted clients in selecting appropriate coverage options for their needs.
Reviewed insurance policies periodically to make sure they meet customer needs.
Stayed abreast of new product offerings and industry trends to provide up-to-date advice to clients.
Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
<ul>
<li>Exceeded the sales expectations in the Rocky Mountain Region by forty percent in the first year.</li>
<li>Grew the company’s customer base from minimal numbers to over six hundred within a year.</li>
<li>Identified, contacted, and pursued each company’s decision-makers on a healthy and constant basis.</li>
<li>Trained and aided companies with product knowledge on a one-on-one basis and in group sessions.</li>
<li>Created accurate estimates and bids at both the distributor and dealer levels.</li>
<li>Developed multiple new approaches to applying and selling products.</li>
<li>Followed up on all questions and concerns from customers, vendors, and distributors.</li>
</ul>
Outdoor Living Solutions
Littleton
01.2011 - 01.2013
Exceeded the sales expectations in the Rocky Mountain Region by forty percent in the first year.
Grew the company’s customer base from minimal numbers to over six hundred within a year.
Identified, contacted, and pursued each company’s decision-makers on a healthy and constant basis.
Trained and aided companies with product knowledge on a one-on-one basis and in group sessions.
Created accurate estimates and bids at both the distributor and dealer levels.
Developed multiple new approaches to applying and selling products.
Followed up on all questions and concerns from customers, vendors, and distributors.
<ul>
<li>Ensured excellent customer service by evaluating the needs of the customers, and addressing potential problems or concerns.</li>
<li>Tripled the profit of one of our high-demanding customers, making them our most profitable customer within a year’s time.</li>
<li>Top Sales Executive for the company for multiple quarters.</li>
<li>Stocked, organized, and inventoried the warehouse.</li>
<li>Created accurate estimates and bids for both retail and wholesale accounts.</li>
<li>Managed and executed daily administrative duties, including incoming and outgoing mail, multiple phone lines, billing and collections, and some light HR duties.</li>
</ul>
The Deck Superstore
Commerce City
06.1997 - 01.2009
Ensured excellent customer service by evaluating the needs of the customers, and addressing potential problems or concerns.
Tripled the profit of one of our high-demanding customers, making them our most profitable customer within a year’s time.
Top Sales Executive for the company for multiple quarters.
Stocked, organized, and inventoried the warehouse.
Created accurate estimates and bids for both retail and wholesale accounts.
Managed and executed daily administrative duties, including incoming and outgoing mail, multiple phone lines, billing and collections, and some light HR duties.
<ul>
<li>Met with homeowners and assessed their needs for their outdoor living space.</li>
<li>Created both written and digital estimates.</li>
<li>Delivered high-quality workmanship and customer service while keeping costs down and putting the customer’s needs first.</li>
</ul>
Cameron Construction
Denver
01.2003 - 01.2006
Met with homeowners and assessed their needs for their outdoor living space.
Created both written and digital estimates.
Delivered high-quality workmanship and customer service while keeping costs down and putting the customer’s needs first.
Skills
Sales quota achievement
Account retention
Licensed insurance agent
Customer service
Team training and development
Conflict resolution
Team collaboration
Sales quota achievement
Account retention
Licensed insurance agent
Customer service
Team training and development
Conflict resolution
Team collaboration
Volunteer Experience
LEAD Counties CASA Volunteer, Elementary Soccer Coach, Town of Elizabeth Planning Commission, Volunteer for Project Healing Waters, Youth Group Director, Volunteer with Battlin' Betties
PROFESSIONAL DEVELOPMENT
American Educational Institute, Inc. - Legal Principles Claim Specialist, Liability Claim Specialist (in progress)
Pearson Vue - Current P&C, Auto, Life, and Health sales licenses in the state of Colorado
Red Rocks Community College - Thirty-six credits toward a Bachelor of Arts degree
American Family Insurance - Six Customer Service Awards
Certification
LPCS- Legal Principles Claim Specialist
P&C, Life, & Health
Licensed Public Notary
Accomplishments
Team Member Hall of Fame 2022 & 2023
Timeline
Insurance Specialist
Damy Anderson State Farm
02.2025 - 04.2025
<ul>
<li>Received a TMHOF Award in 2023.</li>
<li>Facilitated a strong working relationship between policyholders and the agency, based on trust and honesty.</li>
<li>Trained employees to meet State Farm agency and work standards, in particular, life sales.</li>
<li>Followed office protocols to close raw, new business, as well as set up follow-ups to close potential future opportunities.</li>
<li>Assisted the agency in selling over one hundred life policies in one calendar year.</li>
<li>Grew the agency’s book of business through soliciting and relationship-building.</li>
<li>Generated leads through cold calling, networking events, referrals, and other marketing initiatives.</li>
<li>Resolved customer inquiries promptly via telephone or email correspondence.</li>
<li>Identified cross-selling opportunities among existing customers.</li>
<li>Assisted clients in selecting appropriate coverage options for their needs.</li>
<li>Reviewed insurance policies periodically to make sure they meet customer needs.</li>
<li>Built relationships with existing clients by providing exceptional service.</li>
</ul>
Kelly Burns State Farm
02.2023 - 02.2025
<ul>
<li>Received a TMHOF Award in 2022.</li>
<li>Top Sales Specialist for the agency for multiple quarters</li>
<li>Trained new hires on State Farm systems and office protocol.</li>
<li>Trained employees to sell State Farm life insurance per office standard.</li>
<li>Followed office protocols to close raw, new business, as well as set up follow-ups to close potential future opportunities.</li>
<li>Assisted the agency in hitting the required life numbers for end-of-year requirements.</li>
<li>Generated leads through cold calling, networking events, referrals, and other marketing initiatives.</li>
<li>Developed relationships with current clients to ensure customer satisfaction and renew policies.</li>
<li>Resolved customer inquiries promptly via telephone or email correspondence.</li>
<li>Advised clients on best practices for minimizing risk exposure through proper insurance coverage.</li>
</ul>
David Trudell State Farm
07.2021 - 01.2023
<ul>
<li>Facilitated a strong working relationship between policyholders and the agency, based on trust and honesty.</li>
<li>Top Sales Specialist for the agency for multiple quarters</li>
<li>Trained new hires to meet State Farm agency and work standards.</li>
<li>Managed the agency while the agent was on leave for an extended period.</li>
<li>Grew the agency’s book of business through soliciting and relationship-building.</li>
<li>Generated leads through cold calling, networking events, referrals, and other marketing initiatives.</li>
<li>Resolved customer inquiries promptly via telephone or email correspondence.</li>
<li>Reviewed insurance policies periodically to make sure they meet customer needs.</li>
<li>Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.</li>
</ul>
Kimberly Brogan Smith State Farm
03.2016 - 07.2021
<ul>
<li>Provided excellent customer service by listening to needs and addressing them appropriately.</li>
<li>Interpreted auto policy language to handle claims appropriately.</li>
<li>Informed insureds of repair options, made appointments, rental reservations, and met the initial needs of the insureds.</li>
<li>Determined claim complexity and decided whether to handle it to completion or to refer the claim to a higher level of supervision.</li>
<li>Ensured proper claim handling by adhering to both company and state guidelines.</li>
<li>Earned five customer driven awards.</li>
</ul>
American Family Insurance
07.2015 - 03.2016
<ul>
<li>Facilitated a strong working relationship between policyholders and the agency, based on trust and honesty.</li>
<li>Managed the agency while the agent was on leave for an extended period.</li>
<li>Provided guidance about different types of insurance products available.</li>
<li>Identified cross-selling opportunities among existing customers.</li>
<li>Assisted clients in selecting appropriate coverage options for their needs.</li>
<li>Reviewed insurance policies periodically to make sure they meet customer needs.</li>
<li>Stayed abreast of new product offerings and industry trends to provide up-to-date advice to clients.</li>
<li>Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.</li>
</ul>
Laura Leier State Farm Agency
07.2013 - 03.2015
<ul>
<li>Exceeded the sales expectations in the Rocky Mountain Region by forty percent in the first year.</li>
<li>Grew the company’s customer base from minimal numbers to over six hundred within a year.</li>
<li>Identified, contacted, and pursued each company’s decision-makers on a healthy and constant basis.</li>
<li>Trained and aided companies with product knowledge on a one-on-one basis and in group sessions.</li>
<li>Created accurate estimates and bids at both the distributor and dealer levels.</li>
<li>Developed multiple new approaches to applying and selling products.</li>
<li>Followed up on all questions and concerns from customers, vendors, and distributors.</li>
</ul>
Outdoor Living Solutions
01.2011 - 01.2013
<ul>
<li>Met with homeowners and assessed their needs for their outdoor living space.</li>
<li>Created both written and digital estimates.</li>
<li>Delivered high-quality workmanship and customer service while keeping costs down and putting the customer’s needs first.</li>
</ul>
Cameron Construction
01.2003 - 01.2006
<ul>
<li>Ensured excellent customer service by evaluating the needs of the customers, and addressing potential problems or concerns.</li>
<li>Tripled the profit of one of our high-demanding customers, making them our most profitable customer within a year’s time.</li>
<li>Top Sales Executive for the company for multiple quarters.</li>
<li>Stocked, organized, and inventoried the warehouse.</li>
<li>Created accurate estimates and bids for both retail and wholesale accounts.</li>
<li>Managed and executed daily administrative duties, including incoming and outgoing mail, multiple phone lines, billing and collections, and some light HR duties.</li>
</ul>
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm