Deanna Beams
MCALESTER,OK
Summary
Dedicated Insurance professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
27
27
years of professional experience
Work History
Case Manager
Santa Cruz Insurance
Bay St. Louis, MS
05.2015 - Current
- Travel out of state 90% of the time. Manage each case enrollment independently from start to finish.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Drove team revenue totals by bringing in top sales numbers.
- Handled approximate 100 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Independent Insurance Agent
Self Employed
MCALESTER, OK
09.2006 - Current
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Maintained high standards of customer service by building relationships with clients.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Account Manager
American Fidelity
Tulsa, OK
08.2018 - 06.2020
- Delivered engaging and polished presentations to build connections with potential customers and distinguish business from competitors.
- Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
- Developed innovative and creative sales pitches to expand prospect understanding of company.
- Managed book of business to maintain positive relationships and make effective financial or client-related decisions.
- Educated clients on new products or services to increase customer engagement with brand.
- Listened attentively to client feedback to create stronger relations and shape business.
- Recommended brand products to customers to encourage repeat purchases and foster customer loyalty.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Sold new products and services and developed new accounts to maximize revenue potential.
- Devised strategies to perform at required goal level and achieve monthly quota.
Realtor Sales Associate
United Country Real Estate
MCALESTER, OK
09.2007 - 09.2009
- Sold high volume of properties in short timeframes to exceed quotas and maximize business revenue.
- Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
- Developed and maintained relationships with clients through networking, postcards and cold calling.
- Used NTREIS and other realtor databases to find properties for clients.
- Presented purchase offers to sellers for consideration.
- Greeted and registered new clients to engage each in process and cultivate long-lasting relationships.
- Represented buyers and sellers of developed and undeveloped properties.
- Advertised client properties through websites, social media and real estate guides.
- Negotiated, facilitated and managed real estate transactions.
- Maintained connections with clients to encourage repeat business and referrals.
- Marketed and sold property for clients by hosting open houses and advertising online and in print.
Education
High School Diploma -
Kiowa High School
Kiowa, OKNo Degree - Business
Connors State College
Warner, OKReal Estate License - Real Estate
Roger DeSpain School of Real Estate
Oklahoma City, OKInsurance License - Property & Casualty, Life, Accident & Health
Stone Insurance Education
Oklahoma City, OKSkills
- Records Management
- Case Needs Assessment
- Business Networking
- Consultative Sales Techniques
- Client Prospecting
- Account Management
- Consultative Selling Techniques
- Onsite Product Demonstrations
- Customer Service
- Strong Organizational Skills
- Confidentiality and Data Protection
COMMUNITY
Volunteer and activist at Hope House (Women's shelter) in McAlester, OK.
Volunteer, organize golf tournaments and charity golf tournaments in my area for over 25 years.
President of Women's Golf Association at McAlester Country Club
Timeline
Account Manager
American Fidelity
08.2018 - 06.2020
Case Manager
Santa Cruz Insurance
05.2015 - Current
Realtor Sales Associate
United Country Real Estate
09.2007 - 09.2009
Independent Insurance Agent
Self Employed
09.2006 - Current
High School Diploma -
Kiowa High School
No Degree - Business
Connors State College
Real Estate License - Real Estate
Roger DeSpain School of Real Estate
Insurance License - Property & Casualty, Life, Accident & Health
Stone Insurance Education
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