Andnet Haile
Tucson,AZ
Summary
Results-driven professional provides customers with tailored solutions to meet their needs. Successfully establishes relationships with customers, brokers, and other stakeholders while delivering outstanding service. Strives to manage multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. An agile individual with excellent communication and customer service skills.
Overview
5
5
years of professional experience
1
1
year of post-secondary education
8
8
Certifications
Work History
Licensed Insurance Agent
American National Insurance Company
12.2023 - 9 2024
- Determined client needs and financial situations by listening and scheduling fact-finding appointments
- Administered around 490 existing policies with $15,000 monthly premium consistent with Anico's mission, values, and strategic goals
- Obtained underwriting approval by completing an application for coverage
- Built relationships with clients using active listening and issue resolution to provide excellent service
- Identified potential risks in client businesses and recommended appropriate insurance coverage
- Prepared and reviewed insurance applications to verify compliance with regulations
- Cross-sold insurance products to existing clients to reach sales targets
- Developed and implemented marketing strategies to boost sales and increase customer base by 25%
- Utilized CRM software to manage client relationships, which saved 30% of administrative tasks
- Analyzed risk factors to recommend appropriate coverage levels.
Benefits Advisor
Bloom Insurance Agency
09.2021 - 12.2023
- Advised customers on making decisions regarding health care packages and carefully matching customers with the most appropriate products and services with a 90% satisfaction rate
- Developed ongoing, profitable relationships with clients, meeting or exceeding monthly sales goals while continually maintaining the agency's professional image
- Educated clients on products over the phone or through face-to-face presentations and highlighted changes in policies offered or advantages over competitor services, saving 20% to 40% in premiums
- Honed professional and technical knowledge by attending educational workshops, reviewing professional publications, and staying in tune with changes in the company
- Actively listened and recognized areas that need further examination, risk assessment and risk management, and provide accurate, detailed, and suitable solutions
- Logged client conversations, policy information, and changes in client information during each phone call.
Financial Advisor Trainee
Prudential Financial
02.2019 - 06.2019
- Helped clients make informed decisions about their financial future
- Devised comprehensive financial plans for clients to achieve short and long term financial goals
- Researched current economic trends and investment opportunities to stay abreast of financial markets
- Developed and maintained strong relationships with clients to maximize satisfaction
- Researched and evaluated potential investment products for clients
- Recommended specific investments to help clients meet financial goals
- Collaborated with clients to develop customized investment portfolios
- Educated clients on potential risks and rewards associated with various investments
- Updated clients on changes in tax laws and other regulations affecting investments
- Analyzed the financial needs of clients and developed tailored strategies to meet goals.
Tax Associate
H&R BLOCK
10.2018 - 05.2019
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research for Individuals, Partnerships, and S-Corps with 5-star customer rating
- Completed and filed tax returns at local, state, and federal levels
- Reviewed clients' tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure
- Researched and analyzed specialized tax laws, rules, and regulations and analyzed pertinent client, industry, and technical matters to remain current on tax legislation
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities
- Assessed client tax situations to determine the best filing options that increase more than 10% in a refund
- Researched complex tax issues utilizing online resources and professional tax software
- Identified potential audit red flags to minimize the risk of IRS audits.
Education
Master of Laws - Law
University of Arizona James Rogers College of Law
Tucson, AZ 08.2019 - 05.2020
Skills
Problem-Solving
Teamwork and Collaboration
Flexible and Adaptable
Attention to Detail
Analytical and Critical Thinking
Active Listening
Cultural Awareness
Negotiation Techniques
Client Relationship Management
Insurance sales expertise
Certification
Enrolled Agent, 00133418-EA
Timeline
Licensed Insurance Agent
American National Insurance Company
12.2023 - 9 2024
Benefits Advisor
Bloom Insurance Agency
09.2021 - 12.2023
Master of Laws - Law
University of Arizona James Rogers College of Law
08.2019 - 05.2020
Financial Advisor Trainee
Prudential Financial
02.2019 - 06.2019
Tax Associate
H&R BLOCK
10.2018 - 05.2019