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Skills

  • Customer acquisition
  • Results-oriented
  • Sales expertise
  • Supervision
  • Emerging coverage
  • Project management
  • Proactive team player
  • Marketing understanding
  • Personable
  • Policy development

Work Experiences

  • Evaluated leads obtained through cold calling, lead databases, and direct referrals.
  • Calculated quotes and provided information on insurance options to potential clients.
  • Acted as a liaison between buyers and sellers for over 11 homes in 6 months, resulting in sales of over $6.
  • Achieved 65% compliance milestones in audits.
  • Met with potential customers and business owners in homes, businesses, and other settings.
  • All premiums were collected on or before the effective date of coverage.
  • Made changes to both manual and electronic billing procedures.
  • Achieved this within the first the past year of employment.
  • Met with customers to talk about their options, give them information, and address their concerns.
  • Appraised over 17 properties, maintaining accuracy and utilizing knowledge of method markets for accuracy every 6 months.

Summaries

  • Negotiator and salesperson with a lot of guts.
  • Metric, system, and metric offerings are all familiar to me.
  • Knowledgable in a variety of design and testing methodologies.
  • Associate metric Agent with extensive experience in networking and revenue generation.
  • Competitive Associate metric Agent with a track record of consistently meeting and exceeding sales targets.
  • Professional with 17 years of progressive experience in the field who is highly organized and detail-oriented.
  • Top-producing salesperson and industry expert in Insurance.
  • Associate Agent who is well-organized and knows a lot about standard property sales and mortgage coordination.
  • Method are well-understood.
  • Licensed Broker with 13 years of experience in auto, home, and life insurance, as well as a track record of customer retention and growth.

Accomplishments

  • Resolved
  • Design: Responsible for creative design for prominent method.
  • Protective Services: Applied safety procedures and policies as outlined in Department Safety Manual.
  • Represented
  • Process Improvement: Created new departmental procedures manual. Assessed organizational training needs.
  • Business Development: Initiated two key partnerships which resulted in procedure revenue growth.
  • Increased
  • Trained
  • Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
  • Developed

Affiliations

  • American Council of Life Insurers (ACLI)
  • Association for Supply Chain Management (APICS)
  • Society of Insurance Trainers and Educators (SITE)
  • Society of Insurance Research (SIR)
  • Association of Health Insurance Advisors (AHIA)
  • National Association of Professional Insurance Agents (PIA)
  • Jaycees
  • Professional Liability Underwriting Society (PLUS)
  • Association of Certified Insurance Counselors (ACIC)
  • Association of Information Technology Professionals

Certifications

  • Professional in Insurance Regulation (PIR)
  • Certified Public Accountant
  • Associate in Reinsurance (ARe)
  • Financial Services Certified Professional (FSCP)
  • CompTIA Network+
  • Certified Sales Leadership Professional (CSLP)
  • ServSafe
  • Certified Financial Planner (CFP)
  • Project Management Professional (PMP)
  • Certified Risk Manager (CRM)

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