Microsoft Office
Robert Twombly
Life Insurance Advisor
Marblehead,MA
Summary
Detail-oriented Insurance Sales Agent aiming to leverage 15+ years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations.
Overview
30
30
years of professional experience
4
4
years of post-secondary education
Work History
Sr. Life Insurance Advisor
Assurance IQ
Marblehead, MA
02.2020 - Current
- Exceeded corporate quotas for monthly policy sales every month
- Provided coverage option information to assist clients in protecting assets.
- Obtained underwriting approval by completing application for coverage.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Maintained high standards of customer service by building relationships with clients. Average customer review: 4.9 out of 5.
- Conducted annual reviews of existing policies to update information and add additional coverage where necessary.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Averaged 130 calls per week
- Currently closing 18% of all inbound calls
- Learned and adapted quickly to new technology and software applications.
Health Insurance Agent
American Insurnce Organization
Bath, ME
11.2018 - 02.2020
- Customized health insurance programs to suit 1200 individual clients
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Answered 150 inbound calls per week from existing and future policyholders to answer inquiries and discuss insurance options.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Long Term Care Insurance Sales Advisor
Genworth
Bath , ME
10.2002 - 11.2018
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Conducted annual reviews of existing policies to update information.
- Met with customers to provide information about available products and policies.
- Platinum Level Agent 2 times
- Gold Level Agent 3 times
Senior Corporate Trust Securities Analyst
State Street Bank And Trust Company
Boston, MA
02.1994 - 09.2001
- Reverse Engineered MBS, CMBS and CMO securities to provided timely accurate payment to institutional investors holding such securities on monthly, quarterly, semi-annual and annual basis.
- Assist risk management and compliance departments in determining financial exposure and implementing risk mitigation strategies.
- Responsible for engineering 3-5 new structured securities per month
- Responsible for overall quality on all payments; consisting of over 150 structured securities per month and thousands of institutional payments
Education
Bachelor of Science - Economics
University of Massachusetts - Lowell
Lowell, MA 09.1986 - 05.1990
Skills
Client relationship management
Client Service
Insurance sales expertise
Risk mitigation
Health insurance
Account management
Software
Interests
Skiing, Fly Fishing, Music, Cooking
Timeline
Sr. Life Insurance Advisor
Assurance IQ
02.2020 - Current
Health Insurance Agent
American Insurnce Organization
11.2018 - 02.2020
Long Term Care Insurance Sales Advisor
Genworth
10.2002 - 11.2018
Senior Corporate Trust Securities Analyst
State Street Bank And Trust Company
02.1994 - 09.2001
Bachelor of Science - Economics
University of Massachusetts - Lowell
09.1986 - 05.1990