Alan Smith
Nantucket,MA
Summary
Dynamic Insurance Advisor with a proven track record serving high-net-worth clients at Nantucket Insurance Agency. Specialized in relationship management, cross-selling, and organic portfolio growth. Adept at delivering tailored coverage solutions for complex risk profiles through strong communication, strategic negotiation, and high-touch client service.
Overview
4
4
years of professional experience
Work History
Insurance Advisor
Nantucket Insurance Agency
08.2021 - Current
- Managed a specialized book of business focused on high-net-worth individuals, including coverage for luxury homes, automobiles, jewelry, fine art, umbrella policies, and watercraft.
- Built and retained strong relationships with affluent clients by offering tailored risk management strategies and highly personalized service.
- Spearheaded organic growth by identifying cross-sell opportunities across multiple product lines, leading to increased coverage per household.
- Generated new business through referrals, local networking, and relationship-driven prospecting in an exclusive coastal market.
Education
Bachelor of Arts - Business Management
Keene State College
05-2021
Skills
- High-Net-Worth Client Relationship Management
- Sales & Business Development
- Negotiation & Persuasion
- Marketing & Lead Generation
- Strong Communication & Public Speaking
- Insurance Agency Management Systems
Timeline
Insurance Advisor
Nantucket Insurance Agency
08.2021 - Current
Bachelor of Arts - Business Management
Keene State College
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