Steven Bacon
Glendale
Summary
Highly motivated professional with experience in providing insurance solutions to individuals and businesses. Expertise in evaluating customer needs and developing customized plans based on those needs. Proficient in utilizing technologies to effectively manage customer relations. Demonstrated success in acquiring new clients and increasing retention of existing clients.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Agent
Sands Insurance Agency- Allstate
02.2025 - 05.2025
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Business Owner
Fairway Lawn & Snow
06.2020 - 07.2024
- Established strong customer relationships through excellent communication and attentive service.
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
- Consulted with customers to assess needs and propose optimal solutions.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
- Trained and motivated employees to perform daily business functions.
- Enhanced company profitability by reducing overhead costs and negotiating favorable contracts with suppliers.
Education
General Studies
Fitchburg High School
Fitchburg, MA05-2007
Skills
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer service
- Client retention
- Negotiation
- CRM software
Certification
- Property and Casualty License - 2025
Timeline
Insurance Agent
Sands Insurance Agency- Allstate
02.2025 - 05.2025
Business Owner
Fairway Lawn & Snow
06.2020 - 07.2024
General Studies
Fitchburg High School
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