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Skills

  • Quote information
  • Quotes and sales
  • Risk mitigation
  • Agency Management System 360
  • Product knowledge
  • Property insurance
  • Business Development
  • Risk management
  • Claims support and processing
  • Data-driven decision making

Work Experiences

  • Built and maintained a portfolio of 17 clients.
  • Earned the title of top salesperson in the region by bringing in more than $15 in a single quarter.
  • Based on target demographic analysis.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Advocated for clients during underwriting procedures.
  • Actively participated in community seminars, generating over $12 in new business for Salesforce.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Achieved 53% growth in customer base.
  • Presented financial well-being education to groups of over 5 people to cultivate new business and increase customer financial knowledge.
  • Audited existing policies to identify gaps and advise clients of potential risks, resulting in a total average premium increase of $10,000.

Summaries

  • Adept at facilitating claims processing and navigating underwriting, expediting claim approvals which led to a 46% rise in overall consumer satisfaction and loyalty.
  • Attained Top Performer for exceeding sales targets.
  • Accomplished sales professional with a focus on relationship building and loyalty initiatives, maintaining a portfolio of 10 clients with retention rates as high as 61%.
  • Costs were consistently reduced while profits were increased.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Adept at managing complex cases and negotiating premium terms for high-net-worth clients, securing increased revenue of $6 for premium insurance policies.
  • Assessed market data.
  • Life Insurance Sales Agent with 3 years of successful data analysis and workflow optimization experience.
  • Achieved Top Performer recognition.
  • Achieved an upward team sales performance boost of 43%.

Accomplishments

  • Recognized with Top Performer for achieving top sales performance, driving revenue growth of 45% in 2022.
  • Exceeded monthly sales targets by 40% through the implementation of consultative sales techniques and upselling life insurance products.
  • Collaborated with financial planners to offer comprehensive financial solutions, contributing to a 50% year-over-year growth in client portfolios.
  • Implemented a CRM system to streamline client management, reducing administrative follow-up times by 51% while improving sales tracking.
  • Developed robust referral programs which led to a 53% increase in new client leads sourced from existing policyholders.
  • Successfully negotiated and closed complex life insurance deals with corporate clients, securing annual contracts totaling $5.
  • Leveraged financial software tools to provide data-driven policy recommendations that improved customer identification for upsell opportunities by 40%.
  • Documented and resolved process which led to category.
  • Organized financial literacy seminars targeting system, educating potential clients in life insurance benefits, leading to heightened engagement and 71% policy enrollment growth.
  • Designed and presented personalized client proposals that improved closing rates by 52% when compared to standard policy introductions.

Affiliations

  • Council for Disability Awareness (CDA)
  • Million Dollar Round Table (MDRT) - Achieved membership by exceeding sales targets in 2015
  • Institute of Business & Finance (IBF) - Certification in PMP
  • Institute of Insurance Marketing - Completed advanced courses in 2015
  • American Society of Safety Professionals
  • Certified In Long-Term Care (CLTC) Society
  • Society of Human Resource Management
  • Association of African American Financial Advisors (AAAA)
  • Financial Industry Regulatory Authority (FINRA) - Compliance certification obtained in 2021
  • Latino Insurance Association (LIA)

Certifications

  • NASD Series 6 and Series 63 Licensed – Brightline
  • Certified Insurance Counselor (CIC) - Ironclad Systems
  • Certified Retirement Counselor (CRC) – Meridian
  • CompTIA A+ Technician
  • Association of Certified Professional Insurance Agents (CPIA)
  • Certified Financial Planner (CFP) - Summit Group
  • Certified Life Underwriter (CLU) – Brightline
  • Google Certified Professional Cloud Architect
  • Indexed Universal Life Certification (IUL) – Harbor & Co.
  • Cisco Certified Network Associate (CCNA)

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