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Rachael Smith

40 Blue Valley Drive, Silver Spring, MD 30443 | (567) 234-8790 | rachael.smith@yahoo.com

CAREER Insurance Sales Professional and Manager with 12+ years of business experience
OBJECTIVE seeking sales position. Possesses strong track record in exceeding forecasts in assigned
product categories as a Sales representative and Sales Manager.

QUALIFICATION • Sold property/casualty and homeowners insurance products to over 1,200


HIGHLIGHTS clients statewide, with 2,000+ policies enforced totaling $2mm.
• Ranked in the Top 5 in Texas for auto insurance sales out of 2000 fellow sales
agents, placing in the Top 1%.
• Represented dozens of Insurance Providers, including AIG, Safeco,
Progressive, Texas Fair Plan, Texas Windstorm Association, Cypress Texas
Lloyds, American Strategic Insurance and Prudential.
• Recognized as a Top Performer within the first year of employment; awarded
the Winners Circle Award for selling 200%+ over goal for life insurance
policies and exceeding planned household policy goal by 40%.
• Recognized by AIG’s inaugural wall of fame for generating $2mm in sales in a
one year period, placing in the Top 50 in sales (ranked 19th out of
approximately 2,000 sales agents in the state of Texas).
• Experienced in the performance management of sales staff. Strong track record
in developing direct reports for increased responsibilities within an
organization.

PROFESSIONAL Texas Insurance, Missouri City, TX


EXPERIENCE Insurance Agency with $2mm book of business providing a full suite of insurance
products and financial investment advisory services to businesses and individuals
across Missouri City, TX.
President, 2004 – Present
• Sold property/casualty and homeowners insurance products to over 1,200
clients statewide, with 2,000+ policies enforced totaling $2mm.
• Businesses constituted 30% of business, with property/casualty constituting
55% and the remainder represented by life insurance and financial investments.
• Formed strategic alliances with prominent mortgage and real estate brokers,
generating a steady stream of highly qualified leads.
• Marketed products and services through traditional media, including the yellow
pages and shopping carts at local supermarkets.
• Presented at periodic seminars, providing insurance and financial advice to
members of the local community.
• Recruited, trained and managed a team of customer service representatives,
agency producer and administrative assistant.
• Represented dozens of Insurance Providers, including AIG, Safeco,
Progressive, Texas Fair Plan, Texas Windstorm Association, Cypress Texas
Lloyds, American Strategic Insurance and Prudential.
• Led the growth of the company’s life insurance product line, developing a 7
Step needs analysis program to help clients reach their financial goals.
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AIG, Houston, TX
Country's largest insurer providing a wide range of other insurance and financial
services products to customers throughout the United States and Canada.
Sales Agent, 1998 – 2004
• Responsible for selling auto, home, life and business insurance, along with
financial products, to clients throughout Texas.
• Recognized as a Top Performer within the first year of employment; awarded
the Winner’s Circle Award for selling 200%+ over goal for life insurance
policies and exceeding planned household policy goal by 40%.
• Ranked in the Top 5 in Texas for auto insurance sales out of 2000 fellow sales
agents, placing in the Top 1%.
• Successfully ran and staffed an office with total agency revenue of $140,000+
within three years.
• Recognized by AIG’s inaugural wall of fame for generating $2mm in sales in a
one year period, placing in the Top 50 in sales (ranked 19th out of
approximately 2,000 sales agents in the state of Texas).

City of Dallas, Dallas, TX


Contract Compliance Officer, 1996 – 1998
• Enforced equal opportunity and prevailing wage rate schedules, implemented
city ordinances and developed labor compliance language for construction bids
and contracts.
• Audited $20mm+ in construction contracts throughout the city of Dallas.

Houston BMW, Houston, TX


Sales Representative, 1995 – 1996
• Exceeded monthly sales targets for cars sales at premiere Houston Car
Dealership, averaging 12 new car sales a month.

EDUCATION Texas University, Dallas, TX


Bachelor of Art in Business Administration

LICENSURE • Group 1 License, TX, OK, LA


• Property Casualty License, TX, OK, LA

SELF STUDY • Ethics for Insurance Services • Disability Income


COURSEWORK • Fraudulent and Unauthorized • Health Insurance Financial
Insurance Entities Planning

MILITARY United States Army, Chief Rank Sergeant, 1984 – 1988


• Good Conduct Award
• Meritorious Service Medal

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