Caleb Compton
Broker Manager
Greenville,SC
Summary
Adept Insurance Broker Manager with a proven track record at The Assurance Group Inc, excelling in policy analysis and client acquisition. Renowned for transforming financial needs into tailored insurance solutions, achieving significant client retention and sales growth. Expert in underwriting and a skilled negotiator, blending technical knowledge with exceptional interpersonal abilities to exceed targets.
Overview
4
4
years of professional experience
2
2
Certifications
Work History
Insurance Broker Manager
The Assurance Group Inc
Greenville, South Carolina
11.2020 - Current
- Interviewed prospective clients to learn about financial needs and discuss existing coverage.
- Promoted client retention through high-quality service and follow through.
- Performed comprehensive risk assessments to devise cross-functional solutions for life insurance, annuities, health insurance, disability insurance and long-term care policies.
- Developed, implemented and monitored new underwriting guidelines for agency.
- Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
- Managed many policy renewals each year.
- Called or emailed lapsed clients to inquire about continuing needs.
- Recruited and hired qualified candidates to fill open positions.
Education
Some College (No Degree) - Exercise Physiology
Southern Wesleyan University
Central, SCSome College (No Degree) - Kinesiology
Anderson University
Anderson, SCSkills
- Policy analysis
- Underwriting expertise
- Financial planning products
- Long-term care expert
- Prospecting skills
- Licensed Insurance Professional in NC and SC
- Warm and cold leads development
- Policy coverage expert
- Award-winning sales professional
- Complaint handling and resolution
- Commission-based sales experience
- Driven
- Client acquisition expert
- Talented salesperson
Accomplishments
- Chairman's Club
- Recruiter of the year
Certification
- Active license with Life and Health Insurance in SC and NC.
- Current AML certified.
Languages
Spanish
Full Professional
Affiliations
- Extremely active in maintaining excellent health in nutrition and stay physically competitive.
- Enjoy participating in enduring activities like ultra marathoning and body building.
- Enjoy the game the Golf when time allows and having great fellowship with close friends.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeContract WorkWork Location
On-SiteRemoteImportant To Me
Career advancementWork-life balanceHealthcare benefitsCompany CultureStock Options / Equity / Profit SharingQuote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Software
CRM Systems
Sales Force
Microsoft Excel
Interests
Nutrition
Enduring events (Marathons/Iron mans)
Golf
Weight Lifting
Life Coaching
Mentoring
Timeline
Insurance Broker Manager
The Assurance Group Inc
11.2020 - Current
Some College (No Degree) - Exercise Physiology
Southern Wesleyan University
Some College (No Degree) - Kinesiology
Anderson University
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