Alicia Myers
Bedford,TX
Overview
24
24
years of professional experience
1
1
Certification
Work History
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.
Brokerage Assistant
Spicer Insurance Brokerage
12.1999 - 04.2008
Education
Associate Of Applied Science - Paralegal Studies
Tarrant County College District
Fort Worth, TXSkills
- Leadership Qualities
- In-depth product knowledge
- Social Media Marketing
- Policy customization
- Underwriting knowledge
- Prospecting clients
- Needs analysis
- Building Relationships
- Client Relationship Management
- Client Service
- Underwriter Collaboration
Certification
Life and Health License
Timeline
Life Insurance Advisor
Champions Insurance Services
04.2008 - Current
Brokerage Assistant
Spicer Insurance Brokerage
12.1999 - 04.2008
Associate Of Applied Science - Paralegal Studies
Tarrant County College District