Alyssa Thompson
Valdosta
Summary
Experienced professional with a background in sales and client management, demonstrating proficiency in developing training programs that enhance team performance and knowledge retention. Successfully analyzed market trends to refine sales strategies, leading to improved customer engagement and satisfaction. Managed client accounts effectively, ensuring timely policy renewals and maintaining coverage continuity while overcoming objections to close new business. Proven ability to build relationships with clients through proactive outreach and referrals, contributing to overall client retention and acquisition efforts.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Sales Manager
Freeway Insurance
VALODTSA
05.2025 - Current
- Developed and implemented training programs for new sales staff, enhancing team performance and knowledge retention.
- Analyzed market trends and competitor offerings to refine sales strategies, resulting in improved customer engagement.
- Led a team of sales professionals to achieve quarterly targets, fostering a competitive and motivating environment.
- Serviced existing insurance clients by soliciting additional policy renewals.
- Coordinated complex decision-making, overcoming objections to close new business.
- Managed client accounts and policy renewals, ensuring accuracy and timely updates to maintain coverage continuity.
- Developed relationships with new clients through cold calling and referrals from existing customers.
Loan Operations Specialist
CBC Bank
VALODTSA
05.2024 - 05.2025
- Processed and documented loan applications, ensuring compliance with regulatory standards and enhancing operational efficiency.
- Reviewed and verified loan documentation, maintaining accuracy to minimize errors and improve approval timelines.
- Collaborated with cross-functional teams to streamline loan processing workflows, fostering a more efficient environment.
- Maintained organized records of loan transactions, ensuring easy access for audits and compliance reviews.
- Assisted in preparing loan closing documents such as promissory notes and deeds of trust.
- Processed payments, escrow accounts, and other related activities for various loans.
- Prepared disbursement requests, funded loans, and updated customer accounts in the system.
Insurance Agent
Acceptance Insurance
Valdosta
10.2021 - 05.2024
- Schedules on-site visits and presentations to connect with new, established, and potential clients.
- Explains different options to prospective clients and recommends suitable insurance policies.
- Meets and consistently exceeds monthly and quarterly insurance sales goals through detailed product and service knowledge.
- Expanded client base with powerful marketing, cold calling, and referral management.
- Maximized market share through competitive marketing approaches
- Managed client accounts and policy renewals, ensuring accuracy and timely updates to maintain coverage continuity.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Provided customers with information regarding plan features, pricing, and availability.
BDC Service Representative
Langdale Honda of Valdosta
Valdosta
01.2021 - 10.2021
- Moved customers swiftly through the sales process by scheduling appointments for presentations and personal meetings.
- Answered warm inbound calls from potential customers answering advertising requests.
- Delivered exceptional guest relations by welcoming visitors warmly and offering immediate assistance.
- Developed solid relationships with staff, customers, and vendors.
- Collaborated with team members to meet daily demands and handle challenging projects.
Universal Customer Service Representative
Elead CDK Global
Valdosta
12.2019 - 01.2021
- Maximized satisfaction by anticipating needs and consistently offering expert support
- Made outbound calls each day to handle various concerns and set appointments.
- Followed up with previously assisted customers to offer additional support and check satisfaction with
- Handled customers' advanced needs with properly escalated calls and scheduled service appointments.
Education
DIPLOMA -
COASTAL PLAINS CHARTER HIGH SCHOOL
Valdosta, GA 01.2019 - 05/2019
Skills
- Leads prospecting and acquisition
- Client relations management
- Microsoft Word proficiency
- Time management skills
- Cold calling techniques
- Policy sales expertise
- Attention to detail
- Closing techniques
- Performance tracking
Certification
Property and Casualty Insurance License, GA, 3477576
Languages
English, Advanced
Timeline
Insurance Sales Manager
Freeway Insurance
05.2025 - Current
Loan Operations Specialist
CBC Bank
05.2024 - 05.2025
Insurance Agent
Acceptance Insurance
10.2021 - 05.2024
BDC Service Representative
Langdale Honda of Valdosta
01.2021 - 10.2021
Universal Customer Service Representative
Elead CDK Global
12.2019 - 01.2021
DIPLOMA -
COASTAL PLAINS CHARTER HIGH SCHOOL
01.2019 - 05/2019