Barbara Moore
Mechanicville,NY
Summary
Results-driven professional with robust business acumen, who is dedicated, adaptable, with a proactive attitude, and possesses the ability to learn quickly. A collaborative team player who excels in strong leadership skills and integrative technology to streamline processes. Recognized for exceptional customer relations capabilities, fostering long-term partnerships that enhance client satisfaction. Eager to contribute to a dynamic team and support organizational goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Independent Insurance Broker
BMoore Insurance Agency
Mechanicville, NY
11.2023 - Current
- Market research on the latest industry trends
- Pursued leads through direct referrals, networking, social media marketing, and lead databases.
- Client relations involve rapport building, evaluating needs and risks, existing coverage, and presenting the three best-fit coverage options.
- Navigate the latest insurtech to submit, track, and update applications, and conduct presentations, all in compliance with state regulations.
- Established strong B2B relationships.
- Professional communication skills.
Small Business Owner
Lighting in the Woods
Halfmoon, NY
03.2018 - Current
- Maintained accurate business records.
- Directed activities of businesses concerning production design, construction, pricing, marketing, and sales.
- Researched market trends.
- Designed trade show displays.
- Logistics coordination for the trade show.
- Tracked contact lists for future marketing opportunities.
- Managed crisis situations, resolving issues promptly to minimize impact on business
Life Insurance Sales Representative
Assurance IQ
10.2022 - 11.2023
- Leveraged CRM capabilities through sales website access.
- Cultivated effective communication with newly transferred prospects.
- Assessed client financial profiles to recommend suitable products.
- Adhered strictly to sales prompts in compliance with state regulations.
- Utilize Insurtech throughout the application process, in collaboration with the client.
- Coordinated scheduling of medical assessments with the doctor's office.
- Ensured compliance with disclosure requirements.
Life and Health Insurance Agent
Bankers Life Insurance
Clifton Park , New York
10.2018 - 08.2021
- Presented Medicare and life insurance products are available based on clients' needs, goals, eligibility and guidelines.
- Calculated premiums, established payment methods, received customer payments, issued receipts, and delivered policies.
- Met with leaders and consultants to discuss strategies to increase sales.
- Generated leads through cold calling and door-knocking prospective clients for Medicare services.
- Researched current trends in the latest industry.
- Improved data collection accuracy by creating systems to track client services.
- Attended events and seminars.
- Built relationships at local senior facilities promote company products.
- Achieved repeat business and referrals by delivering excellent service.
- Collaborated closely with team members to achieve objectives.
Board Fundraising Chair
Shenendehowa Rowing
Clifton Park, NY
09.2015 - 01.2019
- Served Fundraising Chair Board Member for Shenendehowa Rowing Association
- Rewrote Bi-Laws for organization in collaborations with lawyers and other board members.
- Attended monthly meetings to conduct business of the organization.
- Raised approximately $100,000 annually through six different fundraising campaigns
- Coordinated all fundraising ventures through concept, volunteer participation, logistics, sponsorships, event planning, budget reporting, and problem resolutions.
- Lead teams of volunteers
Program Director
Arongen Community Team
Clifton Park, NY
01.2013 - 01.2014
- Barb conceptualized, created, and led this program to engage (50) elementary age children in community projects
- Conducted community involvement with students
- Prepared lesson plans and follow up reports to the schools PTA board
Vice President
Mothers and More, Capital District Chapter
Clifton Park, NY
01.2010 - 01.2012
- Created a chapter of the national organization 'Mothers and More' in the Capital District
- Attended Monthly meeting to conduct the business of the club and meet the organization regulations
- Assisted creating a community campaign called "The Power of the Purse" to empower women at a local domestic violence center with a new purse for a new start at life.
- Coordinated hair salon to give free services to shelter.
- Coordinated games, food, and entertainment for children at event.
Board Member and Activity Coordinator
Clifton Park Welcome Wagon
Clifton Park, NY
09.2003 - 12.2011
- Meet with Women's group monthly to conduct business of the club.
- Organized weekly outings for the parents and children
- Solicited local business for monetary, goods, or serve donations to the club.
- Coordinated holiday parties for the children including, entertainment, food, and donations.
Education
Bachelor's Degree - Early Childhood and Elementary Education
Bloomsburg University
Bloomsburg, PA01.1995
Associate Degree - Early Childhood Development
Delaware Community College
Media, PA01.1993
High School Diploma -
Upper Darby High School
Upper Darby, PA01.1991
Skills
- Charismatic
- Positive attitude
- Persuasive
- Loyal
- Patient
- Responsible
- Mature
- Risk assessment
- Market research
- Customer service
- CRM management
- Financial analysis
- Claims handling
- Field underwriting
- Carrier relations
- Client retention
- Team training and development
- Case study presentations
- New business development
- Asset protection
- Appointment management
- Risk management
- Lead generation
- Sales strategy
- Regulatory compliance
- Technical communication
- Relationship building
- Time management
- Problem solving
- Presentation skills
- Data analysis
- Expert risk assessment
- Policy analysis
- Licensed insurance agent
- Lead prospecting
- Proposal preparation
- Insurance sales strategy
- Policy adjustment
- Product knowledge
- Consultative sales techniques
- Marketing
- Rapport building
- Analytical thinking
- Sales reporting
- Sales techniques
- Multitasking Abilities
- Quotes and sales
- Interpersonal skills
- Account management
Key Skills And Attributes
- Charismatic
- Positive Attitude
- Persuasive
- Loyal
- Patient
- Responsible
- Mature
Certifications
- NY Required Study: Law, DEI, and Ethics for Life/ Health Producers Web CE 1/28/2025
- Cybersecurity: Protecting Your Clients and Your Practice Web CE 1/28/2025
- New York Regulation 187: Suitability & Best Interest Standard Web CE 9/20/23
- LIMRA Anti-Money Laundering Course for Financial Professionals and Insurance Industry, Recognizing and Stopping Scams, AML and Crypocurrency,3/15/2024
Certification
New York Life Accident and Health Insurance License
- Licensed Insurance Agent/Broker - Multiply States.
- Accident and Health License – Multiply States.
- Annuities Training Certificate- Various Providers.
- Certified ScrumMaster (CSM) – Scrum Alliance, Symmetry.
- Ethics and Compliance Certification – Ethical Compliance Training Programs.
Previous Certifications
- Medicare Certification – Various Providers.
- Managed Healthcare Professional(MHP)- America's Health Insurance Plans(AHIP).
- Long-Term Care Professional (LTCP) – America's Health Insurance Plans (AHIP).
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Independent Insurance Broker
BMoore Insurance Agency
11.2023 - Current
Life Insurance Sales Representative
Assurance IQ
10.2022 - 11.2023
Life and Health Insurance Agent
Bankers Life Insurance
10.2018 - 08.2021
Small Business Owner
Lighting in the Woods
03.2018 - Current
Board Fundraising Chair
Shenendehowa Rowing
09.2015 - 01.2019
Program Director
Arongen Community Team
01.2013 - 01.2014
Vice President
Mothers and More, Capital District Chapter
01.2010 - 01.2012
Board Member and Activity Coordinator
Clifton Park Welcome Wagon
09.2003 - 12.2011
Bachelor's Degree - Early Childhood and Elementary Education
Bloomsburg University
Associate Degree - Early Childhood Development
Delaware Community College
High School Diploma -
Upper Darby High School
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