Summary
Overview
Work History
Education
Skills
Timeline
Generic

Mitchell Pfeffer

La Quinta,CA

Summary

Dynamic insurance professional with a proven track record of fostering client relationships and achieving sales excellence, notably as #1 salesman for AIL with Philadelphia police and fire unions. Expert in insurance sales and risk assessment, I excel in client account management and team development. Achieved top 10 agent status at Old American Insurance Company for 3 consecutive years, underscoring my commitment to client service and goal-oriented approach.

Overview

17
17
years of professional experience

Work History

Licensed Insurance Agent

Bankerslife Insurance Company
08.2024 - Current
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
  • Achieved new agent SNA

Insurance Agent

Integriety Marketing
01.2012 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Developed 10 agents agency in Pennsylvania and surrounding states
  • Yearly sales approx 2m ap highest year

Insurance Agent

Old American Insurance Company
01.2010 - 01.2014

Maintained top 10 agent status for 3 consecutive years

Insurance Agent

American Income Life Insurance Company
09.2007 - 01.2010
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Dealt with union based members for their insurance leads
  • #1 salesman for AIL with Philadelphia police and fire unions
  • for 2 years straight

Education

Bachelor of Science - Clinical Psychology

Temple University
Philadelphia, PA
05.1975

Skills

  • Insurance sales expertise
  • Risk Assessment Knowledge
  • Insurance product expertise
  • Client Account Management
  • Client Retention
  • Client Service
  • Goal Oriented Approach
  • Team training and development

Timeline

Licensed Insurance Agent

Bankerslife Insurance Company
08.2024 - Current

Insurance Agent

Integriety Marketing
01.2012 - Current

Insurance Agent

Old American Insurance Company
01.2010 - 01.2014

Insurance Agent

American Income Life Insurance Company
09.2007 - 01.2010

Bachelor of Science - Clinical Psychology

Temple University
Mitchell Pfeffer