Anthony Longlois
Holly
Summary
A dynamic Independent Insurance Agent at Freedom Brokers Insurance, I excelled in enhancing client satisfaction and exceeding sales targets through expert policy analysis and exceptional customer service. Leveraging organizational skills and a goal-oriented mindset, I significantly boosted sales revenue and client retention, establishing robust professional relationships and mastering insurance products and regulations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Freedom Brokers Insurance
05.2017 - Current
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
- Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
- Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.
- Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
- Provided ongoing support to existing clients, addressing their concerns and resolving any issues promptly and professionally.
- Leveraged networking events to establish connections with potential clients, increasing referral business opportunities.
- Conducted annual reviews of existing policies with clients, identifying opportunities for adjustments or additional coverage based on changing circumstances.
- Boosted sales revenue by building strong relationships with clients and identifying cross-selling opportunities.
- Collaborated with underwriters to negotiate favorable terms for clients, resulting in increased policy retention rates.
- Monitored policy renewals closely to ensure the ongoing protection of clients'' assets and prompt communication regarding any changes or updates required.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Maintained high standards of customer service by building relationships with clients.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Cross-sold insurance products to existing clients to reach sales targets.
- Utilized CRM software to manage client relationships.
Corporate Sales Manager
Peoples Services Inc
09.2012 - Current
- Organized successful corporate events to increase brand awareness and generate new leads.
- Analyzed market trends to identify new business opportunities for company expansion.
- Created detailed reports on sales performance metrics, highlighting areas requiring attention or action from senior management.
- Increased corporate sales by developing and implementing effective sales strategies.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Exceeded annual sales targets with a rigorous focus on strategic account management.
- Established strong client relationships for enhanced customer satisfaction and loyalty.
- Accomplished sales goals and boosted revenue $[Amount] through product knowledge and customer relationship management.
- Managed accounts to retain existing relationships and grow share of business.
- Built relationships with customers and the community to establish long-term business growth.
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
Education
High School Diploma -
Lake Fenton
Lake Fenton, MI06-1999
Skills
- Goal-oriented mindset
- Policy analysis
- Industry regulations
- Insurance products
- Customer service
- Quotes and sales
- Customer follow-up
- Client needs analysis
- Client relations
- Policy renewals
- Leads prospecting
- Life insurance
- Organizational skills
Accomplishments
I have also been a part of ongoing leadership and personal development training for the last 10-plus years.
- John Maxwell
-Dale Carnegie
- Steven Covey.
Certification
Health and Life Insurance License.
Timeline
Independent Insurance Agent
Freedom Brokers Insurance
05.2017 - Current
Corporate Sales Manager
Peoples Services Inc
09.2012 - Current
High School Diploma -
Lake Fenton
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