Bailey Jacoby
Eaton
Summary
Accomplished sales professional recognized for exceeding targets and generating leads through effective networking and personalized client interactions. Leveraged persuasive communication to enhance customer understanding and satisfaction while implementing strategic marketing initiatives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Insurance Producer
Joseph Unruh Agency
Greeley
08.2025 - 03.2026
- Achieved an average of $25,000 in monthly client sales as an industry newcomer.
- Developed a reputation for prompt, efficient service with top ratings for eight consecutive months.
- Educated clients on coverage options and policy details to enhance understanding.
- Prepared personalized quotes based on individual client requirements.
- Monitored insurance coverages, ensuring alignment with evolving client needs and enhancing client satisfaction.
- Reviewed clients' policies and suggested necessary updates.
- Implemented targeted marketing strategies to attract potential clients in niche markets.
- Utilized CRM software to efficiently track leads and customer interactions.
Full-time in home care-taker
Family
Eaton
11.2023 - 04.2025
- Provided full-time care for dementia patient, demonstrating patience, understanding, and time management.
- Dressed, groomed, and fed patients with limited physical abilities to ensure comfort and dignity.
- Administered medications according to prescription, maintaining compliance with healthcare protocols.
- Monitored vital signs including temperature, pulse, respiration, and blood pressure.
- Developed individualized care plans in collaboration with family members and healthcare professionals.
- Communicated effectively with family regarding care plans and patient needs.
- Facilitated transportation to medical appointments and social outings.
- Managed household tasks including meal preparation and laundry to create a supportive living environment.
Business Development
Altia, Inc.
Colorado Springs
11.2022 - 10.2023
- Established a robust business pipeline using cold and warm outreach techniques, enhancing lead generation.
- Cultivated new leads through targeted networking, resulting in increased opportunities.
- Engaged with local businesses and community organizations to generate leads.
- Developed strategic plans for business growth in assigned accounts, aligning goals with client needs.
- Managed portfolio and prospective leads using Salesforce for tracking.
- Maintained detailed records of daily activities to monitor progress.
- Conducted research on regional opportunities for business development.
- Demonstrated expertise in company products to enhance customer service.
Outbound Sales Professional/Supervisor
Comcast Business
Englewood
09.2016 - 11.2022
- Conducted 70-90 outbound calls daily, resulting in 2 hours of talk time with potential clients and fostering engagement.
- Established robust client relationships by addressing inquiries, assessing needs, and resolving issues.
- Identified and evaluated client needs to provide tailored recommendations.
- Resolved client complaints and implemented solutions promptly, ensuring follow-up to enhance client satisfaction.
- Scheduled and attended meetings with clients and prospects to discuss offerings.
- Maintained comprehensive client files, including sales contracts and interaction records.
- Monitored and analyzed campaign performance, providing actionable recommendations for future initiatives.
- Collaborated with team members to meet sales targets through effective strategies.
Education
Insurance Property & Casualty, Life Licensing Programs - Property and Casualty Insurance
Kaplan Financial Institiute
Eaton, CO07-2025
General Education -
Northridge High School
Greeley, CO05-2004
Skills
- CRM proficiency
- Customer relationship management
- Client account management
- Account management
- Customer needs assessment
- Value-based selling
- Prospecting techniques
- Relationship selling
- Consultative selling approach
- Closing techniques
- Sales goal achievement
- Objection handling
- Complaint resolution
- Customer care
- Persuasive communication
- Interpersonal communication
- Time management
Certification
Colorado Property and Casualty License, 903206
Awards
- Pace Setter Award: Q1 2017
- Pace Setter Award: Q2 2017
- Pace Setter Award: Q4 2017
- Overall 2017 Pace Setter
- Monthly Circle of Excellence Won Several Times a Year
- Top 5 sales professional out of 100 sales professionals
Timeline
Licensed Insurance Producer
Joseph Unruh Agency
08.2025 - 03.2026
Full-time in home care-taker
Family
11.2023 - 04.2025
Business Development
Altia, Inc.
11.2022 - 10.2023
Outbound Sales Professional/Supervisor
Comcast Business
09.2016 - 11.2022
Insurance Property & Casualty, Life Licensing Programs - Property and Casualty Insurance
Kaplan Financial Institiute
General Education -
Northridge High School