Rebecca (Becky) Sherwood, API, AIS
Senior Sales SpecialistTravelers Insurance
Auburn, United States
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General
About
***Open to relocation
As a key contributor to our sales team I bring a multitude of experiences to the region and am able to apply this knowledge to help agents grow their market share while increasing the company market share exponentially by using available tools, social media and e-commerce solutions.
Personal E-mail: beckyinmaine@gmail.com
Phone: 207-837-2758
As a key contributor to our sales team I bring a multitude of experiences to the region and am able to apply this knowledge to help agents grow their market share while increasing the company market share exponentially by using available tools, social media and e-commerce solutions.
Personal E-mail: beckyinmaine@gmail.com
Phone: 207-837-2758
Haves
*PL underwriting experience.
*Agency level experience.
*Sales, negotiation, communication, interpersonal communication, project management, critical thinking and technical (e-knowledge) skills
Also experienced in creative marketing, determining ROI and analyzing market movement to respond with appropriate initiatives and use experiential marketing to bring brand awareness and associate positive experiences
*Agency level experience.
*Sales, negotiation, communication, interpersonal communication, project management, critical thinking and technical (e-knowledge) skills
Also experienced in creative marketing, determining ROI and analyzing market movement to respond with appropriate initiatives and use experiential marketing to bring brand awareness and associate positive experiences
Professional Experience
Nov 2007 - Present
Senior Sales Specialist
Travelers Insurance
Insurance
Travelers Insurance
Insurance
Promoted to Senior Sales Specialist in 2011. Experienced with Travelers "tools" such as PIKS, SA Portal, The Lync,as well as Agent HQ, our PI Sales and Marketing Toolkit and other internal resources. As a key contributor to the sales team I have influenced the region by bringing positive experiential marketing to Travelers Enterprise by coordinating volunteer projects and obtaining an Innovation Award Grant for a local food bank and for Portland Ovations School Time Performances which brings students to cultural events and coordinating Travelers employees and agency staff involvement in these experiences. Currently my territory includes Maine, New Hampshire, Vermont and Rhode Island assisting Sales Executives with positive growth for their territory through Retention, Rounding and Acquisition. In addition I have created and implemented for the entire New England region a Marketing Calendar. This calendar coordinates resources from Marketing, Training and Travelers Social Media calendar into one objective to focus on certain key products such as PAF, Umbrella, Flood for rounding and upselling and EFT/RCC to help improve retention. In an effort to acquire and retain new customers I have helped agents implement marketing plans, participate in Facebook advertising, encouraged exploration of other social media outlets.
Apr 1997 - Jun 1998
(1 years, 2 Months)
(1 years, 2 Months)
Insurance Agent
State Farm Insurance
Insurance
State Farm Insurance
Insurance
As a licensed insurance agent in Life & Health and Property & Casualty responsibilities included sale of and related
clerical duties associated with lines of insurance. Customer service and marketing were my primary duties including
coordination of local events such as bike rodeo, fund raisers for local non profits, coordination of events to promote
homeowner insurance such as home show booths, fire safety events for children and seniors and other related
projects.
clerical duties associated with lines of insurance. Customer service and marketing were my primary duties including
coordination of local events such as bike rodeo, fund raisers for local non profits, coordination of events to promote
homeowner insurance such as home show booths, fire safety events for children and seniors and other related
projects.
Oct 1998 - Jun 2000
(2 years)
(2 years)
Bookkeeping Clerk
Whited Ford Truck Center
Accounting
Whited Ford Truck Center
Accounting
Duties include: Payroll, Employee Benefits, Accounts Payable, and Cash reconciliation for multiple stores, Data
Entry, Inventory and related duties as well as multiple accounting tasks provided by the office manager on a daily
basis. I was originally hired as receptionist for 12 incoming lines,
Entry, Inventory and related duties as well as multiple accounting tasks provided by the office manager on a daily
basis. I was originally hired as receptionist for 12 incoming lines,
Jul 2000 - Aug 2002
(2 years, 1 Months)
(2 years, 1 Months)
Accounts Payable EFT Specialist
Maine Lubrication Service
Wholesale
Maine Lubrication Service
Wholesale
Responsible for managing major accounts (multi-million dollar). E-Commerce and electronic accounts payable were
my primary responsibilities other responsibilities include reconciling accounts, research, spreadsheets for analysis, as
well as, corresponding with vendors. This is a multi task position not limited to accounting.
my primary responsibilities other responsibilities include reconciling accounts, research, spreadsheets for analysis, as
well as, corresponding with vendors. This is a multi task position not limited to accounting.
Aug 2002 - Nov 2007
(5 years, 3 Months)
(5 years, 3 Months)
Associate Personal Lines Underwriter
Patriot Insurance Company
Insurance
Patriot Insurance Company
Insurance
As an Associate Underwriter my primary responsibility is to analyze and evaluate personal lines insurance risks by underwriting new business and endorsements, reviewing home inspections, rollover underwriting and other day to day activities. Some marketing functions such as agency visits, to write, retain, and grow a profitable block of insurance business and build effective working relationships with agents on the front lines.
Nov 2007 - Apr 2011
(4 years)
(4 years)
Sales Specialist
Travelers
Insurance
Travelers
Insurance
Same as above.
Education
2012
University College (High School)
2003
API/AIS designations, Insurance Institute of America (High School)
Insurance
Completed and passed API 28, API 29, INS 21 & INS 22. CPCU 555 API AND AIS designation achieved
Insurance
Completed and passed API 28, API 29, INS 21 & INS 22. CPCU 555 API AND AIS designation achieved
2007
Travelers SE School (High School)
All things Travelers and Self Development
PSS = Professional Selling Skills,
Developing a Sales Plan for Success, Presenting Your Proposition,
Presenting Successfully,
Workplace Violence Prevention for Employees,
Records Management Training ,
Self Development: Motivating Yourself to Perform Other classes pertaining to Travelers systems also completed. 31 classes taken since starting with Travelers November 2007 below is a sampling of both self study and classroom training.
All things Travelers and Self Development
PSS = Professional Selling Skills,
Developing a Sales Plan for Success, Presenting Your Proposition,
Presenting Successfully,
Workplace Violence Prevention for Employees,
Records Management Training ,
Self Development: Motivating Yourself to Perform Other classes pertaining to Travelers systems also completed. 31 classes taken since starting with Travelers November 2007 below is a sampling of both self study and classroom training.
1973
Diploma, Lewiston High School (High School)
Business
Band, Chorus, Girl Scouts of America, YWCA Youth Board, Volunteer work at: St Mary's Hospital, MPBN, YWCA
Business
Band, Chorus, Girl Scouts of America, YWCA Youth Board, Volunteer work at: St Mary's Hospital, MPBN, YWCA
More about Rebecca (Becky) Sherwood, API, AIS
First Name
Rebecca (Becky)
Last Name
Sherwood, API, AIS
Specialities
*PL underwriting experience.
*Agency level experience.
*Sales, negotiation, communication, interpersonal communication, project management, critical thinking and technical (e-knowledge) skills
Also experienced in creative marketing, determining ROI and analyzing market movement to respond with appropriate initiatives and use experiential marketing to bring brand awareness and associate positive experiences
*Agency level experience.
*Sales, negotiation, communication, interpersonal communication, project management, critical thinking and technical (e-knowledge) skills
Also experienced in creative marketing, determining ROI and analyzing market movement to respond with appropriate initiatives and use experiential marketing to bring brand awareness and associate positive experiences
Recently in Global
Recently in Chamber.com
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