Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
Generic

Carl Hull

Latham,NY

Summary

Dedicated insurance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Digital Engagement Manager

Nassau Financial Group
05.2017 - Current
  • Develop and execute digital engagement strategies using Salesforce and Active Campaign to enhance customer interaction and satisfaction
  • Manage and analyze customer data using Excel to identify trends and optimize marketing efforts
  • Utilize Livechat to provide real-time customer support and resolve issues promptly, improving customer retention rates
  • Collaborate with marketing and sales teams to design and implement targeted email and call campaigns
  • Monitor and report on campaign performance metrics, making data-driven decisions to improve future initiatives
  • Successfully sold Fixed Indexed Annuities and Medicare Supplement Insurance
  • Maintained and updated customer information in Salesforce, ensuring accurate tracking of sales activities and customer interactions
  • Conducted market research and analysis to identify new sales opportunities and develop effective marketing strategies
  • Delivered engaging presentations and product demonstrations to potential clients, resulting in a high conversion rate.

Education

SUNY Plattsburgh
05.2016

Schenectady County Community College
05.2015

Skills

  • CRM and Marketing Tools: Salesforce, Active Campaign
  • Data Analysis and Management: Microsoft Excel
  • Customer Interaction: Livechat, Customer Support
  • Insurance Sales: Fixed Indexed Annuities, Medicare Supplement Insurance
  • Digital Marketing: Email Campaigns, Social Media Engagement, Content Creation
  • Sales Strategies: Lead Generation, Conversion Optimization, Customer Retention
  • Communication: Strong verbal and written communication skills, Presentation Skills

Certification

  • Life, Accident, and Health Insurance License (2019)

Personal Information

Title: Digital Engagement Manager

Timeline

Digital Engagement Manager

Nassau Financial Group
05.2017 - Current

SUNY Plattsburgh

Schenectady County Community College
Carl Hull