Amanda Carey

About Amanda Carey

Experienced Licensed Insurance Agent specializing in commercial insurance for dealers and manufacturers. Offering direct property and casualty insurance, life insurance and 401(k) solutions. Our business income insurance with no deductible and actual loss sustained, sets us apart from our competitors. Ask me how our industry specific insurance plans can protect your business today.

Experience

1. Account Executive

   Sentry

   Feb 2022 — Present · San Francisco, CA, US

   Consultative selling strategies across commercial insurance, retirement, and life solutions within an assigned geographic territory.Increase account penetration and premium growth by identifying expansion opportunities and implementing structured cross-sell and upsell strategies.Built and maintain a high-performing sales funnel through outside sales prospecting and lead qualification.Manage pipeline activity using CRM systems to track opportunities, document client interactions, and forecast revenue.Execute high-volume outbound outreach across in-person visits, phone calls, and email campaigns to convert prospects into customers.Improve client retention and profitability by delivering proactive account management, renewal strategies, and tailored coverage solutions.Execute territory planning initiatives by prioritizing high-value accounts and developing strategic outreach plans to maximize regional market penetration.Collaborate cross-functionally with Underwriting, Claims, Loss Control, Audit, and Customer Service teams to ensure seamless service delivery and customer satisfaction.Conduct on-site new business and renewal proposals. 100% growth in book of business over 3.5 years through net-new sales, cross-sell strategies, and high-performing account retention

Education

• California Polytechnic State University-San Luis Obispo

  BS, Recreation Administration

  2002

Skills

• Cold Calling
• Benefits Administration
• Flexible Spending Accounts
• Health Insurance
• Brokers
• Customer Service
• Relationship Building
• Insurance
• Direct Marketing
• Disability Insurance
• Customer Relationship Management (Crm)
• Public Speaking
• Cafeteria Plans
• Sales Presentations
• Accident
• Healthcare
• Business Development
• Microsoft Excel
• Customer Satisfaction
• New Business Development
• Employee Benefits
• Microsoft Word
• Credit
• Direct Sales
• Voluntary Employee Benefits
• Time Management
• Marketing
• Term Life Insurance
• Long-Term Care
• Critical Illness
• Account Management
• Claim
• Microsoft Office
• Sales
• Sales Management