Anthony Vagnoni
Gastonia,North Carolina
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
4
4
years of professional experience
Work History
Insurance Agent
Freedom Financial Wealth Management
Belmont, NC
07.2021 - Current
- Served as a point of contact for customers throughout the life cycle of their policies.
- Developed appropriate quotes based on risk information.
- Provided advice to customers on insurance-related matters.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Cultivated positive relationships with homeowners to promote continued business.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Made appointments with potential clients to discuss products.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Education
Bachelor of Science - Psychology
University of North Carolina At Charlotte
Charlotte, NC01-2012
Skills
- Lead development
- Licensed insurance agent
- Customer follow-up
- Client assessment
- Life insurance
- Insurance sales strategy
- Policy writing
U.S. Marine Veteran
- I served in the 3rd Marine Battalion as a low altitude air defense gunner from 2001 - 2005
- Served one tour in Iraq at Al Asad Air Base as the quick reaction force for conflicts.
- Left honorable with the rank of E-5 Sergeant
Timeline
Insurance Agent
Freedom Financial Wealth Management
07.2021 - Current
Bachelor of Science - Psychology
University of North Carolina At Charlotte
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