Alicia Myers

Life Insurance Advisor

Champions Insurance Services

04.2008 - Current

Increased client satisfaction by providing personalized life insurance advice and guidance.
Simplified complex insurance concepts for clients, fostering trust and confidence in their decision-making abilities.
Worked closely with underwriters to provide accurate risk assessments and secure competitive policy rates for clients.
Negotiated favorable terms on behalf of clients when necessary, advocating for their best interests throughout the policy lifecycle.
Educated clients on the importance of life insurance as part of a comprehensive financial plan.
Developed strong relationships with clients for long-term retention and referral opportunities.
Maintained up-to-date knowledge of industry trends, ensuring accurate information and advice to clients.
Identified cross-selling opportunities within existing client base, contributing to increased revenue streams for the firm.
Streamlined the application process for clients, expediting policy issuance times and increasing overall efficiency.
Implemented CRM systems to effectively track client communication history, leading to improved follow-up practices and enhanced client experiences.
Assisted clients in navigating complex claims processes, ensuring timely payouts and minimizing stress during difficult times.
Participated in ongoing professional development to stay current on industry developments and enhance advisory skills.
Maintained high standards of customer service by building relationships with clients.
Crafted clear, informative reports to explain life insurance policy features and benefits.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.