Andrew Goldstein
Summary
Accomplished Insurance Broker and Co-Owner with a proven track record at ACG Insurance Advisors, adept in policy analysis and fostering team unity. Leveraged expertise in insurance sales and strategic planning to enhance client satisfaction and drive business growth. Excelled in developing effective marketing strategies, demonstrating a proactive approach and a knack for team building.
Results-oriented Insurance Broker with persuasive communication style and strong closing abilities. Adept at capitalizing on sales opportunities and driving office growth. Eager to apply skills and experience to exciting new role.
Overview
39
39
years of professional experience
Work History
Insurance Broker
ACG Insurance Advisors
06.2018 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
Co Owner
Clinic Arroyo Goldstein
08.2008 - 03.2019
- Managed day-to-day operations efficiently, ensuring smooth workflow and timely completion of tasks.
- Collaborated with co-owner on strategic planning initiatives for long-term business success.
- Oversaw financial management tasks, including budgeting, forecasting, and cash flow optimization.
- Developed marketing materials and campaigns to boost brand awareness and customer engagement.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
Sales Manager
Life Alert Emergency Response
01.2001 - 12.2008
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
- Enhanced team performance with comprehensive training sessions, focusing on product knowledge and sales techniques.
- Implemented systems and procedures to increase sales.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Human Resources Manager
Starlo Fashions
04.1996 - 01.2001
- Managed employee relations issues professionally, resolving conflicts efficiently while maintaining confidentiality at all times.
- Maintained accurate HR records in compliance with applicable laws, ensuring efficient data retrieval when required.
- Conducted thorough internal investigations, addressing employee concerns with fairness and transparency.
- Maintained payroll and benefits for employees in various locations, minimizing financial discrepancies through detailed program management.
- Collaborated with executive leadership to align HR initiatives with overall business goals and objectives.
- Provided expert guidance on labor laws and regulations, mitigating legal risks for the organization.
- Liaised between multiple business divisions to improve communications.
Real Estate Manager
LTS Buiders and Realty Co.
08.1985 - 02.1996
- Boosted property sales by implementing innovative marketing strategies and conducting comprehensive market analysis.
- Increased portfolio value with strategic acquisition of new properties in high-growth markets.
Education
Bachelor of Arts - Business Administration
University of San Moritz
London, England06-1982
Skills
- Proactive team player
- Driven
- Life and health insurance
- Claims reporting systems
- Underwriting principles
- Commission-based sales
- Policy analysis
- Warm and cold leads development
- Quotes and sales
- Client needs analysis
- Auto insurance
- Policy writing
- Insurance sales
- Product Knowledge
- Team building
- Sales Techniques
- Calculate premiums
Hobbies
World Travel, power Boating, Deep Sea Fishing
Languages
Spanish
Professional Working
Timeline
Insurance Broker
ACG Insurance Advisors
06.2018 - Current
Co Owner
Clinic Arroyo Goldstein
08.2008 - 03.2019
Sales Manager
Life Alert Emergency Response
01.2001 - 12.2008
Human Resources Manager
Starlo Fashions
04.1996 - 01.2001
Real Estate Manager
LTS Buiders and Realty Co.
08.1985 - 02.1996
Bachelor of Arts - Business Administration
University of San Moritz
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