Caressa Hamilton
Philadelphia,PA
Summary
Accomplished Insurance Agent with an extensive background serving community and meeting financial needs of clients. Excellent communication and influencing skills, and adept in client assessment and insurance product promotion. Leveraged customer service excellence and CRM software proficiency to enhance insurance program management, resulting in significant client satisfaction. Built substantial client base by delivering superior service, retaining customers, and obtaining referrals. Skilled in marketing strategies and regulatory compliance, consistently achieving and surpassing sales targets.
Overview
25
25
years of professional experience
Work History
Senior Benefits Specialist II
Go Health
09.2021 - Current
- Sold various insurance products to customers based on risk
tolerance. - Interviewed prospective clients and evaluated data regarding
financial resources and needs. - Collected information from clients about financial resources and needs to better understand their situations and select the best products.
- Promoted plans by skillfully explaining features and advantages and turning objections around to complete sales.
Independent Insurance Agent
Robert J Stillwell Agency
06.2019 - 09.2021
- Sold various insurance products to customers based on risk tolerance.
- Built customized insurance policies to suit individual customers.
- Interviewed prospective clients and evaluated data regarding financial resources and needs.
- Grew lead pipeline by generating lists of prospects and networking within community.
- Calculated policy premiums and helped customers set up automated payments.
- Calculated premiums and establish payment method.
- Collected information from clients about financial resources and needs to better understand their situations and select the best products.
- Promoted plans by skillfully explaining features and advantages and turning objections around to complete sales.
- Customized insurance programs and cross-promoted products to maximize the group's profits by matching customers with the best fitting options.
- Calculated premiums and set up clients with automated payment options for discounts.
Senior Business Manager
Hamilton Enterprises Transportation
11.2006 - 06.2019
- Conducted business with impeccable ethics and understanding of long-term needs to maintain strict financial control.
- Negotiated contracts and other business opportunities to obtain favorable terms.
- Coordinated business operations from inside to keep activities efficient and cost-effective.
- Analyzed trends in key operating areas to identify opportunities for operational improvements.
- Scheduled calls, meetings, and conference calls to facilitate business opportunities.
- Oversaw support personnel to conduct office operations.
- Negotiated vendor contracts to gain competitive service pricing.
Disaster Recovery Specialist
Sunguard Business Solutions
02.2005 - 11.2007
- Managed eight to ten disaster recovery drive installers.
- Provided excellent customer service to owners of national and international companies.
- Uploaded recovery drives for storage in case of disaster for up to five companies at a time.
- Submitted payroll paperwork according to company procedures.
Financial Representative
PNC Bank
02.2000 - 12.2004
- Managed ten bank tellers.
- Received, distributed and deposited ATM funds in secure locations.
- Verified and balanced employee cash drawers.
- Ensured confidentiality of high-end business banking accounts.
Education
Bachelor of Arts - Business Management
Temple University
Philadelphia, PA06-2004
Associate of Arts - Finance
Community College of Philadelphia
Philadelphia, PA06-2002
Skills
- Customer service
- Client assessment
- Insurance product promotion
- Insurance program management
- CRM software
- Prospective client identification
- Marketing strategies
- Regulatory compliance
- Upselling
- Policy writing
- Selling policies
- Cross-promote products
Timeline
Senior Benefits Specialist II
Go Health
09.2021 - Current
Independent Insurance Agent
Robert J Stillwell Agency
06.2019 - 09.2021
Senior Business Manager
Hamilton Enterprises Transportation
11.2006 - 06.2019
Disaster Recovery Specialist
Sunguard Business Solutions
02.2005 - 11.2007
Financial Representative
PNC Bank
02.2000 - 12.2004
Bachelor of Arts - Business Management
Temple University
Associate of Arts - Finance
Community College of Philadelphia
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