David Grimm
Colorado Springs
Summary
Results-driven sales agent specializing in customer engagement and issue resolution. Proven ability to improve sales strategies and coach team members, consistently achieving sales targets and enhancing customer satisfaction.
Overview
22
22
years of professional experience
Work History
Sales Agent
GEICO (local office)
Colorado Springs
11.2018 - 12.2025
- Supported customers by addressing insurance inquiries and facilitating policy selections.
- Guided clients through understanding coverage options and their respective benefits.
- Collaborated with team members to improve sales strategies.
- Utilized company software to track leads and manage accounts.
- Resolved customer issues promptly to ensure positive experiences.
- Answered customer questions and responded quickly to problems and complaints in person, on phone and by email.
- Developed relationships with customers by providing excellent customer service.
- Regularly achieved sales targets by employing strategic prospecting techniques.
- Identified opportunities for cross-selling additional products and services.
- Coached new employees on best practices for closing deals quickly and efficiently.
Sales Agent
American Family Insurance
Colorado Springs
07.2016 - 11.2018
- Assisted clients in selecting appropriate insurance plans and coverage options.
- Explained policy details and benefits to clients clearly and effectively.
- Managed client accounts, ensuring accurate documentation and updates.
- Conducted regular follow-ups to maintain strong client relationships.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Maintained accurate records of all insurance transactions using computer software systems.
Customer Service Representative
Verizon Wireless
Colorado Springs
03.2016 - 07.2016
- Assisted customers with account inquiries and billing issues.
- Resolved technical problems using troubleshooting protocols and systems.
- Educated customers on product features and service plans.
- Collaborated with team members to improve customer satisfaction processes.
Underwriter
Progressive Insurance
Colorado Springs
09.2003 - 12.2015
- Collaborated with agents to clarify underwriting guidelines and requirements.
- Mentored junior underwriters on best practices and compliance standards.
- Conducted regular training sessions on underwriting processes for team members.
- Verified accuracy of documentation such as income statements, tax returns, bank statements and other related documents.
- Maintained up-to-date knowledge of industry trends, regulations and compliance requirements.
Education
High School Diploma -
Coronado High School
Colorado Springs, CO05-1998
Skills
- Issue resolution
- Customer engagement
- Leadership coaching
- Conflict resolution
- Technical support
- Team collaboration
- I enjoy fast paced environments
- Management in the retail industry
- Computer applications knowledge;
Microsoft, IOS and
Point of sale systems
Timeline
Sales Agent
GEICO (local office)
11.2018 - 12.2025
Sales Agent
American Family Insurance
07.2016 - 11.2018
Customer Service Representative
Verizon Wireless
03.2016 - 07.2016
Underwriter
Progressive Insurance
09.2003 - 12.2015
High School Diploma -
Coronado High School