Alexander Park
Chicago,NY
Summary
Dedicated insurance professional with a history of exceeding company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. A hardworking and passionate individual with strong organizational skills eager to help teams achieve goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet goals.
Overview
8
8
years of professional experience
Work History
Senior Insurance Advisor
Obie
09.2024 - Current
- Provided Insurance for Builder's Risk, Landlord, Apartment and other Real Estate Properties.
- Worked closely with lenders and banks to make sure policies were compliant to their requirements
- Developed brokerage from $0 to $200,000 in new business premium monthly.
- Educated clients on insurance policies and procedures.
- Developed strong relationships with clients, leading to a high level of trust and long-term business growth.
- Conducted thorough risk assessments to recommend appropriate insurance coverage for optimal client protection.
- Generated quotes and proposals for clients to match individual needs.
Channel Partners Manager
Obie Insurance Services
03.2022 - Current
- Facilitated channel engagement to support sales goals.
- Articulated value proposition to assigned partners to maintain and increase share of partner business.
- Synthesized business operations to make strategic recommendations on go-to-market and potential coverage models.
- Cultivated channel partner top-of-funnel leads by over 1000% and conversion by over 200%
- Scheduled and maintained meetings with existing clients on regular cadence to review existing portfolio and consult on risk exposures.
- Articulated value proposition to assigned partners to maintain and increase share of partner business.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Managed accounts to retain existing relationships and grow share of business.
- Signed and managed 50 channel partners, embedding insurance as part of user workflows.
Insurance Agent
Obie Insurance Services
09.2021 - 03.2022
- Maintained high standards of customer service by building relationships with clients.
- Approached and won potential clients by using email, LinkedIn, Crunchbase and other sources.
- Secured several high value and notable accounts in the real estate industry
- Attended IMN 2021 - Miami
Commercial Lines Underwriter
David J. Louie
06.2020 - 09.2021
- Applied accurate pricing standards to meet business needs and customer requirements.
- Monitored underwriting teams performance and provided mentoring to achieve personal and department production goals.
- Met with customers, agents and brokers to negotiate coverage, price and service delivery.
- Assessed new and renewal applications for financial liabilities and risk levels.
- Performed detailed paperwork and keyed high volume of information correctly and accurately.
Sales Team Leader
CoverWallet, An Aon Company
12.2018 - 12.2019
- Trained approximately four new sales associates in 1 month.
- Led regular team meetings to keep sales personnel motivated with tips, techniques and relevant information.
- Achieved and exceeded sales goals every month.
- Forecasted sales to management and collaborated to build effective sales team.
- Managed 3-member sales team activities to consistently meet 120% of sales quotas.
- Company was acquired by Aon, the second biggest brokerage in the world with a 2018 revenue of $4.6 billion.
Licensed Insurance Advisor
CoverWallet, An Aon Company
07.2017 - 12.2018
- Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales
- Provided quotes and promoted products for various insurance products, including building, contents and vehicle insurance.
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Supported sales, brokers, consultants and underwriters in marketing and sales activities.
- Highest Overall Quota Achiever for most months in 2017, 2018 brought in the most new business company-wide through inbound leads while maintaining over a 90% retention rate.
- Bound 100+ commercial policies a month including: General Liability, Commercial Property, Business Owners Policy, Worker's Compensation, Disability, Errors and Omissions, Professional Liability, EPLI, Product Liability, Liquor Liability, Cyber Liability, Inland Marine, Ocean Marine and others.
Education
Some College (No Degree) - Business Analytics
Rutgers, The State University of New Jersey
New Brunswick, NJSkills
- Consultative sales techniques
- Property & Casualty Insurance expertise and knowledge
- Contract review and analysis
- Client Account management
- Sales Closing
- CRM Software - Salesforce/Hubspot
Timeline
Senior Insurance Advisor
Obie
09.2024 - Current
Channel Partners Manager
Obie Insurance Services
03.2022 - Current
Insurance Agent
Obie Insurance Services
09.2021 - 03.2022
Commercial Lines Underwriter
David J. Louie
06.2020 - 09.2021
Sales Team Leader
CoverWallet, An Aon Company
12.2018 - 12.2019
Licensed Insurance Advisor
CoverWallet, An Aon Company
07.2017 - 12.2018
Some College (No Degree) - Business Analytics
Rutgers, The State University of New Jersey