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Skills

  • Presentations and public speaking
  • Risk management
  • Sales techniques
  • Award-winning sales professional
  • Quote information
  • Sales forecasting
  • Vision and dental insurance
  • Health insurance
  • Proactive team player
  • Analytical

Work Experiences

  • Presented financial well-being education to groups of over 5 people to cultivate new business and increase customer financial knowledge.
  • Customized existing insurance programs to meet the needs of individual clients by analyzing specific requirements.
  • Was a role model for excellent customer service and diagnostic sales techniques.
  • Checked policy applications for errors and communicated with underwriters to expedite the application process.
  • Achieved and exceeded quarterly sales targets by maintaining a close rate of 34% on qualified leads.
  • Mentored a group of 2 new brokers.
  • Achieved a 26% renewal rate.
  • Achieved quarterly sales targets.
  • Achieved resolution within 2 business days.
  • Checked the data entered into the agency management system for accuracy and quality.

Summaries

  • Insurance Sales Agent with 2 years of experience, dedicated to providing personalized, courteous service.
  • Trained in document review, working with internal and external parties, and independently resolving routine and challenging concerns.
  • Looking for a challenging new role with a growing team where I can apply my expertise and extensive experience in software engineering.
  • Insurance agent with experience in financial accounting and cost estimation.
  • Warm and cold leads are followed up on by a personable Insurance Broker who is motivated to grow his customer base.
  • Persuasive Insurance Broker with over 8 years of experience in business sales and life and health insurance.
  • Dedicated Insurance Sales Agent and customer service specialist looking for work with a growing insurance agency.
  • Looking for a job that will provide me with new challenges as well as opportunities for career growth and advancement.
  • Strengths in risk assessment and performance reporting backed up by Insurance training.
  • Within Insurance, senior Insurance Sales Agent and outstanding performer in performance reporting and project management.

Accomplishments

  • Became a Lean-certified agent, which enhanced credibility and improved conversion rates for complex insurance products.
  • Participated in cross-functional team initiatives, achieving a 66% reduction in client claim processing times via CRM improvements.
  • Documented and resolved method which led to category.
  • Improved multitasking efficiency, managing a diversified workload of claims processing and new policy sales without compromising quality.
  • Reduced customer churn by 47% by regularly conducting coverage assessments and recommending adjustments to policyholders.
  • Resolved product issue through consumer testing.
  • Approved policies up to $4.
  • Exceeded sales targets by securing 2 in premiums for HubSpot policies over 18 months through effective client relationship building.
  • Achieved 55% growth in cross-sold insurance products by consistently identifying customer needs and offering tailored coverage.
  • Collaborated with team of 7 in the development of method.

Affiliations

  • American Insurance Association
  • American Association of Insurance Services (AAIS)
  • Society of Human Resource Management
  • National Alliance for Insurance Education & Research
  • American Society of Safety Professionals
  • Million Dollar Round Table (MDRT)
  • Association for Computing Machinery
  • Society of Insurance Trainers and Educators (SITE)
  • National Association of Public Insurance Adjusters (NAPIA)
  • Association of Independent Insurance Professionals (AIIP)

Certifications

  • Program license
  • Certified Protection Officer (CPO)
  • Certified Estate Planner (CEP)
  • Licensed Insurance Agent (Life/Health/Property and Casualty Insurance)
  • SHRM Certified Professional (SHRM-CP)
  • Sales Strategy Optimization Certification – Harbor & Co.
  • Microsoft Certified Systems Engineer (MCSE)
  • Chartered Life Underwriter (CLU)
  • Salesforce
  • Life and Health Insurance Specialist Certification – Ironclad Systems

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