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Skills

  • Vision and dental insurance
  • Health insurance
  • Data collection
  • Loss prevention
  • Adobe Creative Suite proficiency
  • Sales strategy development
  • Client service
  • Finance background
  • Auto insurance
  • Strong interpersonal skills

Work Experiences

  • Collaborated with process customers to determine their needs and deliver procedure service.
  • Answered 15 calls per 6 months to help customers with their questions and concerns.
  • Was a role model for excellent customer service and diagnostic sales techniques.
  • Took continuing education courses and workshops to learn more about the insurance industry.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
  • Gave clients information on coverage options to help them protect their assets.
  • Evaluated leads obtained through cold calling, lead databases, and direct referrals.
  • Dealt with an average of 6 customer inquiries and complaints each week.
  • Presented financial well-being education to groups of over 14 people to cultivate new business and increase customer financial knowledge.
  • Promoted the company as a superior provider dedicated to the needs and satisfaction of customers.

Summaries

  • Dynamic communicator who consistently outperforms company goals and expectations.
  • Customer-focused Sales Representative with 11 years of experience solving problems for clients.
  • Procedure Insurance Agent with superior project management and stakeholder engagement abilities.
  • Senior Embedded Software Engineer with extensive experience in all phases of software development.
  • Licensed Broker with 16 years of experience in auto, home, and life insurance, as well as a track record of customer retention and growth.
  • Expertise in sales and marketing
  • Delivering individualized policy and product recommendations has a proven track record of increasing revenue while protecting client assets.
  • Detail-oriented Insurance Sales Agent looking to capitalize on 17 years of team development and client retention to help clients grow and be satisfied.
  • Exceptional communication and team-building abilities.
  • Within Insurance, senior Life Insurance Agent and outstanding performer in quality assurance and process improvement.

Accomplishments

  • Achieved 8% growth in month-over-month policy sales by consistently applying data-driven insights to enhance the client consultation process.
  • Marketing: Implemented marketing strategies which resulted in process growth of customer base.
  • Trained
  • Grew life insurance, long term care, and annuity business from $2 to $15 million in 5 years.
  • Represented
  • Solved
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Expanded business by 4% while maintaining 16% rate of customer retention.
  • Integrated
  • Initiated

Affiliations

  • Graduate, The American College of Financial Services ServiceNow
  • Association for Computing Machinery
  • Member, Life Insurance Council of Boston
  • International Council of Nurses
  • American Society of Safety Professionals
  • Society of Women Engineers
  • International Association of Administrative Professionals
  • Member, Certified Insurance Service Representatives (CISR) Forum
  • Jaycees
  • Chartered Financial Consultant (ChFC) Designation

Certifications

  • Advanced Sales Training for Life Insurance Agents Ironclad Systems
  • Ethics for the Insurance Professional Vantage
  • Chartered Financial Consultant (ChFC)
  • Risk Management Associate (RMA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Apple Certified Associate (ACA)
  • Salesforce
  • NAIFA’s Life & Annuity Certified Professionals (LACP)
  • Life Underwriter Training Council Fellow (LUTCF)
  • CompTIA A+ Technician

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