Summary
Overview
Work History
Education
Certification
Timeline
Generic

Benjamin Boi

Marlborough,MA

Summary

Accuracy-focused banking professional experienced in cash handling, transaction management and fraud prevention. Promotes bank products and services to drive revenue and customer loyalty. Persuasive communicator analytical in solving customers' problems. focused on satisfying customers by providing high-quality service. Determined and dedicated to exceeding mandates. Eager to take on higher responsibilities.

Overview

1
1
Certification

Work History

Banker

Avidiabank
Hudson, MA
11/15/20 - Current
  • Determined whether members met eligibility requirements for new services.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Met with new clients and completed pre-qualification procedures.

Insurance Agent

AAA Northeast
Waltham, MA
2020 - 2021
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Researched insurance plans to find good options for clients' needs.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Prepared proposals and conducted closing interviews to sell insurance products.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Educated customers on the importance of maintaining adequate insurance coverage.

Insurance Agency Owner

Horace Mann
Belmont, MA
2011 - 2017
  • Mitigated business risks by working closely with staff members and assessing performance.
  • Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
  • Conferred with customers to understand needs and finalize purchase orders.
  • Developed and maintained a thorough understanding of company products, services, policies, procedures and regulations.
  • Managed daily operations including sales tracking, budgeting, forecasting, payroll administration and staff development.
  • Interviewed, trained and supervised employees.
  • Delegated work to staff, setting priorities and goals.
  • Mentored and trained new hires on sales techniques and customer service procedures.
  • Utilized specialized software programs for tracking policy renewals or generating quotes for prospective customers.

Insurance Consultant

New York Life Insurance Co
Waltham, MA
2017 - 2019
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Developed appropriate quotes based on risk information.
  • Developed client-specific insurance plans tailored to individual needs and preferences.
  • Performed detailed analysis of data gathered from surveys, focus groups, interviews, summarizing findings into concise reports.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Provided ongoing customer service support, responding to inquiries in a timely manner.
  • Monitored renewal dates to ensure that policies are updated as required.

Medicare Insurance Agent

Health Plan one
Chelmsford, MA
2019 - 2020
  • Prepared presentations on various topics related to Medicare insurance plans for customers' benefit.
  • Advised clients on how best to use their coverage effectively by understanding their individual circumstances.
  • Contacted policyholders to explain policies, analyze insurance options and suggest changes and additions to policies.
  • Maintained positive working relationship with fellow staff and management.

Sales Agent

Comcast
Waltham, MA
2009 - 2011
  • Presented products and services to prospective and existing customers to meet client needs.
  • Resolved customer complaints promptly and effectively.
  • Used CRM database to track referral and appointment data.
  • Attended meetings with current and prospective customers to discuss their business needs.
  • Regularly met or exceeded established sales goals by implementing strategic closing techniques.
  • Adhered to company initiatives and achieved established goals.

Intern

Massachusetts State House
Boston, MA
2008 - 2009
  • Gathered data for market research projects and analyzed findings to make recommendations.
  • Analyzed key performance indicators to identify effective strategies.
  • Organized client meetings to provide project updates.
  • Worked with team members to promote great customer service and pleasant work environment.

Education

Bachelor of Arts - History

Worcester State University
Worcester, MA
08-2009

Associate of Arts - General Studies

Quinsigamond Community College
Worcester, MA
05-2007

Certification

  • RICP
  • CFP not certified
  • PAHM
  • Life & Health
  • P&C

Timeline

Banker

Avidiabank
11/15/20 - Current

Insurance Agent

AAA Northeast
2020 - 2021

Insurance Agency Owner

Horace Mann
2011 - 2017

Insurance Consultant

New York Life Insurance Co
2017 - 2019

Medicare Insurance Agent

Health Plan one
2019 - 2020

Sales Agent

Comcast
2009 - 2011

Intern

Massachusetts State House
2008 - 2009

Bachelor of Arts - History

Worcester State University

Associate of Arts - General Studies

Quinsigamond Community College
  • RICP
  • CFP not certified
  • PAHM
  • Life & Health
  • P&C

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