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Skills

  • Team building
  • Metric equipment
  • Claims reporting systems
  • Client-centric sales approach
  • Relationship development
  • Customer service
  • Regulatory compliance
  • CRM software management for client tracking
  • Policy renewals
  • Compliance with state insurance regulations

Work Experiences

  • Closed $2 in new life policy sales.
  • Achieved this within 18 months in 2017.
  • Analyzed competitor product lines.
  • Achieved results during 6 months.
  • Clients valued at $12 annually.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Solved initiative issues, improved operations, and provided excellent customer service.
  • Addressed market demands.
  • Addressed customer pain points.
  • Reached out to potential clients through direct marketing techniques such as mailings and phone calls.

Summaries

  • Achieved this within the past year.
  • Aligned closely with performance reporting firms.
  • Ambitious and customer-centric Life Agent with strong financial acumen, skilled at developing personalized risk management strategies for 4 high-net-worth clients.
  • Award-winning sales performer with a history of achieving policy sales targets, generating over $14 in new premiums in 2023 through diligent client acquisition.
  • Certifies new agents.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the procedure business.
  • Accomplished in upselling life insurance policies.
  • Aligned policies to financial goals.
  • Added significant value to insurance sales efforts.

Accomplishments

  • Achieved a client satisfaction rating of 66% by customizing insurance solutions for both immediate and long-term financial goals.
  • Analyzed current market conditions and adapted sales tactics, leading to a 19% increase in policyholders over a 12-month period.
  • Led initiative to integrate digital insurance sales platforms, cutting application processing times by 84% and increasing online sales.
  • Partnered with a financial advisor to develop integrated financial and life insurance strategies, growing shared client base by 82%.
  • Exceeded quarterly new sales targets by 74% by utilizing advanced customer needs analysis and risk assessment techniques.
  • Created tailored selling strategies for multi-generational families, resulting in multi-policy purchases for 12 members.
  • Led efforts in the development of system, which improved policy renewals by 69% in 2016.
  • Advised clients on estate planning and life insurance options, contributing to the acquisition of $4 in trust-linked life insurance premiums.
  • Achieved double-digit sales growth in 2020 by identifying market trends and bolstering targeted life insurance promotions through both digital and direct channels.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Association of Certified Anti-Money Laundering Specialists (ACAMS)
  • Lions Club
  • Insurance Professionals of North Carolina
  • Certified Life Underwriter (CLU) Association
  • National Underwriter Company
  • International Association of Registered Financial Consultants (IARFC)
  • International Association of Administrative Professionals
  • American Society of Safety Professionals
  • Insurance Regulatory Examiners Society (IRES)
  • Life Insurance Marketing and Research Association (LIMRA)

Certifications

  • Certified in Long-Term Care (CLTC) - process
  • Salesforce
  • CompTIA Network+
  • Certified Financial Planner (CFP) – Certified Financial Planner Board of Standards
  • Certified Fund Specialist (CFS) - Institute of Business & Finance
  • Retirement Income Certified Professional (RICP) - category
  • Certified Compliance & Ethics Professional (CCEP) – method
  • Advanced Certified Personal and Commercial Lines Insurance Specialist (ACCS) - Meridian
  • Certified Professional Insurance Agent (CPIA) - process
  • Cisco Certified Network Associate (CCNA)

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