Albert Wise
Jacksonville,FL
Summary
Dynamic and results-oriented professional with extensive experience in insurance policy sales and client relationship management. Excelled at New York Life by crafting fiscal strategies that enhanced client security, achieving a notable increase in client retention. Expert in needs assessment and negotiation tactics, with a proven track record of developing comprehensive financial plans and fostering strong client relationships.
Overview
4
4
years of professional experience
Work History
Life Insurance Agent
New York Life
04.2014 - 04.2017
- Attended various industry events to keep updated on best practices.
- Engaged in continuous learning through specialized industry training sessions.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Formulated robust fiscal strategies to safeguard client interests.
- Designed strategies for clients that ensured family security and adequate coverage.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Customer Service Representative
Randstad
11.2015 - 05.2016
Customer Service Representative
Convergys
10.2013 - 09.2014
- Resolved disputes in high-stress environments with maintained professionalism and effectiveness.
- Addressed customer issues with empathy, boosting loyalty and repeat clientele.
- Skilfully addressed high-priority calls, ensuring positive outcomes for both customers and the organization.
- Responded to customer requests for products, services, and company information.
- Elevated customer experience via quick problem-solving and effective communication.
Education
AS Finance -
Florida State College
Jacksonville, FLSkills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Needs assessment
- Negotiation tactics
- Cross-selling techniques
- Insurance product expertise
- Prospecting clients
- Upselling strategies
- Lead prospecting
- Team training and development
- Client retention
- Territory development
- Referral generation
- Continuing education
- Policy customization
- Referral management
- New agent training
- Client relationship management
- Underwriter collaboration
- Appointment scheduling
- Social media proficiency
- Marketing initiatives
- Email marketing
- Market trend analysis
- Policy reinstatement approvals
- Asset protection
- Client education
- Performance tracking
- Policy management
- Insurance sales expertise
- Industry regulations
- Cold calling
- Strong interpersonal skills
- Streamlining processes
- Policy management expertise
- Policy adjustment
- Insurance sales strategy
- Client consultations
- Health insurance sales
- Marketing strategy development
- Quality assurance requirements
- Client needs analysis
- Lead development
- Client prospecting
- Call center customer service
- Licensing requirements
- Client relations
- Customer engagement
- Insurance eligibility
- Quotes and sales
- Financial needs assessment
- Regulatory requirements
Timeline
Customer Service Representative
Randstad
11.2015 - 05.2016
Life Insurance Agent
New York Life
04.2014 - 04.2017
Customer Service Representative
Convergys
10.2013 - 09.2014
AS Finance -
Florida State College