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Skills

  • Invoice generation
  • Business operations
  • Process improvement
  • Skilled negotiator
  • Problem resolution
  • Email marketing
  • Customer service
  • Contract negotiation skills
  • Policy management expertise
  • Planning and coordination

Work Experiences

  • Scheduled appointments with interested customers based on my schedule.
  • Conducted proactive outreach.
  • Increased opportunities by 17% through exceptional sales ability and strong interpersonal skills combined with a persuasive, positive, and confident approach.
  • Closed premium sales for process and consistently reached 83% of quarterly objectives by refining engagement techniques.
  • Achieved an average of 13 new policy enrollments per week.
  • Completed over 13 outbound call attempts daily to small and medium-sized businesses, with 43% conversion to leads.
  • Achieved a 23% increase in customer engagement rates.
  • Completed in 6 months.
  • Consistently met performance benchmarks, such as speed, accuracy, and volume, by resolving an average of 6 inquiries per week.
  • Added approximately $12 in annual revenue.

Summaries

  • Strategic thinker with expertise in vendor management.
  • Computer skills, troubleshooting, multitasking, and personal persuasion are all assets.
  • By establishing a bond between the company and the customer, he consistently outperforms sales quotes.
  • ITIL certified
  • Dedicated telemarketer with 14 years of experience working in call centers.
  • Strategic and goal-oriented, with a passion for advancing the Brightline vision by ensuring client satisfaction.
  • Service-oriented and quality-focused, with 10 years of Miscellaneous experience and a track record of success.
  • Telesales Insurance Agent is a hardworking and dependable Telesales Insurance Agent who excels at data analysis and risk assessment.
  • Effective at dealing with people in stressful and confusing situations in order to address benefits needs and navigate the structures of procedure agencies.
  • Budget management Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.

Accomplishments

  • Reduced policy cancellation rates by 67% through proactive customer support and policy review sessions.
  • Effectively leveraged CRM tools like Salesforce to manage 13 client relationships, enabling more efficient follow-up and sales processes.
  • Recognized as the Leading Sales Agent for SAP insurance in 2021, surpassing team sales goals by over 49%.
  • Re-engaged dormant leads through targeted outreach strategies, resulting in 12 new sales within the past year.
  • Developed a customer segmentation strategy that boosted lead-to-sale conversion rates by 71%, contributing to overall team growth.
  • Reduced first-call transaction time by 18 minutes while maintaining 71% customer satisfaction ratings.
  • Awarded Employee of the Year for exceeding quarterly revenue targets by 63% in 2024.
  • Developed and implemented personalized email marketing campaigns that resulted in a 56% increase in policy upsells.
  • Created detailed sales proposals for clients by analyzing their financial needs, increasing close rates by 33%.
  • Increased customer loyalty by establishing rapport and delivering a tailored policy solution, resulting in a 85% retention rate.

Affiliations

  • Member, National Association of Insurance and Financial Advisors (NAIFA) since 2018
  • Member, Employee Benefits Marketing Forum (EBMF), contributing since 2024
  • Active Participant in Telesales Excellence Award Program from 2023 to 2024
  • Certified Financial Professional (CFP) certification, received from Cedar Works
  • Member of the Million Dollar Round Table (MDRT) with 12 years active status
  • Volunteer Participant, Cedar Works's Financial Wellness Workshops for underserved communities, 2019
  • Member, American Council of Life Insurers (ACLI), active since 2019
  • Certificate gained in Advanced Underwriting Techniques from standard, 2022
  • Member, Association for Talent Development (ATD) for Sales Training Professionals, since 2016
  • Participant, Insurance Sales and Marketing Mastermind Group since 2017

Certifications

  • Advanced Sales Techniques Certification - standard
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Chartered Life Underwriter (CLU)
  • American Academy of Financial Management (AAFM)
  • Certified Risk Management Professional (RIMS-CRMP)
  • Salesforce
  • Certified Insurance Counselor (CIC)
  • CompTIA Network+
  • CompTIA Security+
  • Salesforce Certified Administrator

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