Teri Barrow
Graham
Summary
Strategic Senior Sales Agent with proven success in driving policy adoption and enhancing client relationships within the insurance sector. Leverages CRM systems and data insights to identify growth opportunities. Delivers personalized solutions through digital platforms in remote settings while fostering collaboration and mentoring colleagues to achieve exceptional results.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Sales Agent
Branch Insurance
02.2025 - Current
- Consistently exceed performance metrics, ranking among top national sales performers.
- Managed and converted leads using CRM-driven insights to optimize sales pipeline.
- Deliver seamless digital insurance experiences using advanced insurtech tools.
- Collaborated with underwriting and client-success teams to improve client retention and satisfaction.
- Mentored and trained new agents, boosting overall team effectiveness.
Retention Advisor
VIU by HUB
08.2023 - 02.2025
- Enhanced customer loyalty by developing targeted retention and upsell strategies.
- Addressed client concerns proactively, reducing potential churn rates.
- Established communication workflows that improved satisfaction scores.
Agency Support Specialist
Branch Insurance
01.2022 - 08.2023
- Supported field agents by resolving operational and technical issues efficiently.
- Streamlined communication processes for faster service resolution.
- Administered product training and daily call support (~50 calls/day).
Senior Sales Associate
Progressive
01.2021 - 01.2022
- Managed high-volume inbound sales calls, providing consultative sales and service to enhance customer experience.
- Cultivated client relationships through regular follow-up and personalized care, leading to increased satisfaction.
- Streamlined cross-department workflows, enhancing collaboration and reducing turnaround times.
Clinical Support Technician
UNC Healthcare
Chapel Hill
01.2015 - 08.2021
- Coordinated interdisciplinary efforts to optimize care plans and elevate patient outcomes.
- Maintained accurate documentation to ensure compliance and enhance patient safety.
- Provided patient care within adolescent psychiatric and eating-disorder units.
Account Manager - Sales
State Farm
Chapel Hill
01.2020 - 12.2020
- Managed client accounts, identifying and matching coverage to needs.
- Improved client satisfaction with fast, personalized service.
- Collaborated with agency leadership to surpass marketing goals.
Education
General Studies
Alamance Community College
Haw River, NCSkills
- Sales & Cross-Selling Strategies
- Lead generation
- Negotiation Techniques
- CRM management
- Client Relationship Management
- Performance analytics
- Virtual sales
- Insurtech platforms
- Training & Mentorship
Certification
CNPR Certification
P&C license 19048365
References
Available upon request
Timeline
Senior Sales Agent
Branch Insurance
02.2025 - Current
Retention Advisor
VIU by HUB
08.2023 - 02.2025
Agency Support Specialist
Branch Insurance
01.2022 - 08.2023
Senior Sales Associate
Progressive
01.2021 - 01.2022
Account Manager - Sales
State Farm
01.2020 - 12.2020
Clinical Support Technician
UNC Healthcare
01.2015 - 08.2021
General Studies
Alamance Community College