Anita Bobetich
Pasadena,MD
Summary
Successful and seasoned Life, Health and Annuity Agent as well as Retirement Counselor with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
29
29
years of professional experience
Work History
Independent Insurance Agent
Self Employed
04.2012 - Current
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
- Boosted sales revenue by building strong relationships with clients and identifying cross-selling opportunities.
- Streamlined the underwriting process for faster policy issuance, improving overall efficiency in client-facing operations.
- Developed a comprehensive understanding of various insurance products, ensuring accurate and informed recommendations for clients.
- Currently manage over 20Million in Annuity accounts with various Insurance Companies
- Maintained up-to-date knowledge of industry trends and regulatory changes, enabling prompt adaptation to new market conditions.
- Provided ongoing support to existing clients, addressing their concerns and resolving any issues promptly and professionally.
- Assisted clients in the claims process, ensuring smooth communication between them and the insurer for timely resolution of claims.
- Conducted annual reviews of existing policies with clients, identifying opportunities for adjustments or additional coverage based on changing circumstances.
- Monitored policy renewals closely to ensure the ongoing protection of clients'' assets and prompt communication regarding any changes or updates required.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Met with customers to provide information about available products and policies.
Store Owner
Cottage Critters Inc
10.2000 - 10.2011
- Increased store sales by implementing effective marketing strategies and attractive merchandise displays.
- Managed inventory levels for optimal stock availability, reducing excess stock and minimizing costs.
- Enhanced customer satisfaction by providing exceptional service and addressing customer inquiries or concerns promptly.
- Developed a loyal customer base with personalized assistance, attentive listening, and friendly interactions.
- Improved store efficiency through proper staff scheduling, task delegation, and timely performance evaluations.
- Maintained a clean, organized, and visually appealing store environment to create an inviting shopping experience.
- Collaborated with suppliers to negotiate favorable pricing agreements and secure high-quality products for the store.
- Implemented loss prevention measures to minimize shrinkage and protect store assets from theft or damage.
- Monitored financial performance with regular budget reviews, identifying areas for cost reduction or revenue growth opportunities.
- Cultivated a positive work culture that fostered teamwork, open communication, and continuous improvement among staff members.
- Boosted sales during peak seasons by designing promotional events and coordinating targeted advertising campaigns.
- Strengthened relationships with vendors to ensure reliable product deliveries while maintaining healthy business partnerships.
- Mentored staff members in various aspects of retail operations, promoting professional development among team members.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Trained and motivated employees to perform daily business functions.
- Interacted well with customers to build connections and nurture relationships.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
Branch Manager
Susquahanna Bank
03.1995 - 09.2000
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Maintained friendly and professional customer interactions.
- Consulted customers to boost product sales and services.
- Conducted financial due diligence on potential investments and acquisitions.
Education
CPRC - Retirement Counceling
Kaplan Financial Institute
Boston, MA07.2021
No Degree -
Income Tax School
Glen Allen, VA10.2016
No Degree - Insurance
Enterprise Training School
Glen Burnie, MD03.2014
Skills
- Client relationship management
- Analytical thinking
- Professionalism
- Computer proficiency
- Attention to detail
- Interpersonal skills
- Insurance product knowledge
- Self-motivation
- Problem-solving abilities
- Active listening
- Industry regulations understanding
- Client Retention
- Customer Follow-Up
- Leads Prospecting
- Client Needs Analysis
- Health Insurance
- Email Marketing
- Financial Due Diligence
- HIPAA Compliance
- Client Interviews
- Life Insurance Sales
Timeline
Independent Insurance Agent
Self Employed
04.2012 - Current
Store Owner
Cottage Critters Inc
10.2000 - 10.2011
Branch Manager
Susquahanna Bank
03.1995 - 09.2000
CPRC - Retirement Counceling
Kaplan Financial Institute
No Degree -
Income Tax School
No Degree - Insurance
Enterprise Training School