Cherylda Moses
Winston-Salem
Summary
Dynamic sales professional with a proven track record at Allstate Corp, achieving an 87% client retention rate. Skilled in contract negotiation and closing deals, I excel in building relationships and implementing effective sales strategies to drive growth and enhance customer satisfaction. Committed to delivering exceptional service and tailored solutions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Sales Agent
Allstate Corp
10.2024 - Current
- Administer and enhance personal lines insurance portfolio valued over $2m while sustaining 87% client retention rate.
- Advise clients regarding insurance and financial protection alternatives, facilitating choice of coverage tailored to financial needs and risk tolerance.
- Handle policy renewals, endorsements, billing changes, and account updates while maintaining accurate documentation.
- Utilize CRM systems and quoting platforms to manage customer data, track interactions, and ensure timely follow-up
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Assistant Loan Processor
Sheffield Financial
02.2024 - 09.2024
- Set up and completed loan submission packages.
- Provided quick turnaround times to maintain fast-past schedule.
- Handled any conditions sent from underwriting departments.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Server
Johnny's Farmhouse Restaurant
02.2023 - 02.2024
- Used slow periods to restock supplies, ice, trays, and delivery bags.
- Bussed and reset tables to keep dining room and work areas clean.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Answered customers' questions, recommended items, and recorded order information.
Health Benefits Advisor
Bswift
04.2022 - 01.2023
- Advised customers on making decisions regarding health care packages, carefully matching customers with most appropriate products and services.
- Educated clients on products over phone presentations, highlighting changes in policies offered or advantages over competitor services.
- Logged client conversations, policy information and changes in client information at time of each phone call made.
- Directed and controlled 401K, medical, dental, and vision benefit packages.
Customer Service Representative
National General Insurance Company
10.2019 - 03.2022
- Gathered information, assessed and fulfilled callers' needs and educated on important policies and procedures.
- Maintained confidential patient, employee and company information in compliance with company policies and regulatory requirements.
- Responded to customer requests for products, services, and company information.
- Assisted customers with completing insurance documents to avoid missed information.
- Fielded customer complaints, escalating complex issues to management for resolution.
Education
Bachelor of Science - Accounting
Southern New Hampshire University
Hooksett, NH05-2029
High School Diploma -
East Forsyth High School
Kernersville, NC06-2016
Skills
- Sales follow-up
- Demonstrating products
- Closing deals
- Contract negotiation expertise
- Cold calling
- Sales strategies
Certification
- Certified P&C Agent, Allstate - 48 states
Timeline
Sales Agent
Allstate Corp
10.2024 - Current
Assistant Loan Processor
Sheffield Financial
02.2024 - 09.2024
Server
Johnny's Farmhouse Restaurant
02.2023 - 02.2024
Health Benefits Advisor
Bswift
04.2022 - 01.2023
Customer Service Representative
National General Insurance Company
10.2019 - 03.2022
Bachelor of Science - Accounting
Southern New Hampshire University
High School Diploma -
East Forsyth High School