Lisa Crowell

Agent & Sales Director @Insurance Wagon

Jacksonville, FL, US

Client-Centered Insurance Solutions: Conducted thorough risk assessments and coverage gap analysis.Sales Execution & Strategies: Managed a high-volume book of business with a focus on efficiency, cross selling and retention.Relationship Building: Built trust with Clients through transparency and responsiveness - turning one-time transactions into loyal customers.Key successes include:Over 500 Policies Sold: Closed $1 million in written premium in a single year placing me in the top 10% of over 300 Agents in the Organization.Client Satisfaction & Retention: Maintained high retention rate through proactive reviews and personalized policy recommendations.Rapid Quote to Bind Workflow Implementation: Enabled faster Client onboarding and higher close rates by implementing same day quoting with immediate follow-up to be sure Client\'s knew what was needed to protect their most valuable assets.Exceptional Reviews: Earned the highest number of 5-star Google reviews amongst all Agents in the Office.