Aparecio Williams
Insurance Agent
Lakeland,fl
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
3
3
years of professional experience
Work History
Licensed Insurance Agent
Globe Life Liberty National Division
07.2022 - Current
- Obtained underwriting approval by completing application for coverage.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Utilized CRM software to manage client relationships.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
- Tracked progress of all outstanding insurance claims.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Front Service Clerk
Publix Grocery Store
01.2020 - 06.2022
- Tracked sales, service and rental records in computer system.
- Provided callers with product and customer service information to foster brand loyalty.
- Greeted customers with enthusiasm, offered to take orders and fulfilled each quickly and correctly.
- Handled high volume of incoming and outgoing telephone calls to meet daily business demand.
- Responded quickly to customer inquiries, answering questions and offering insight into products.
- Demonstrated knowledge and applied proper food handling standards.
- Determined clients' needs and helped select appropriate rentals fulfilling requirements.
- Managed multiple tasks in high-volume environment.
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
Education
High School Diploma -
George Jenkins High School
Lakeland, FL05.2019
Skills
- Referral Pipeline Maintenance
- Underwriter Selection
- Team Training
- Quality Assurance Requirements
- Financial Analysis Software
- Insurance Program Management
- Professional Relationships
- Information Updates
- Private Sectors
- Insurance Industry Knowledge
- Productivity Standards
- Corporate Social Responsibility
- Underwriting and Adjustments
- Policy Adjustment Knowledge
- Legal Codes
- Claims Reporting Systems
- Premium Calculations
- Manage Renewals
- Negotiation
- Upselling
- Life Insurance
- Benefits Explanations
- Marketing Management
- Team Meetings
- Commission Calculation
- Medicare Compliance
- Final Expense Insurance
- Special Requests
- New Client Acquisition
Timeline
Licensed Insurance Agent
Globe Life Liberty National Division
07.2022 - Current
Front Service Clerk
Publix Grocery Store
01.2020 - 06.2022
High School Diploma -
George Jenkins High School