Results driven NY State licensed sales professional accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Overview
46
46
years of professional experience
1
1
Certification
Work History
Account Executive
Eifert, French And Ketchum Agency
12.2023 - Current
Provided coverage option information to assist clients in protecting assets.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Promoted several Insurance company products and services using upselling and other sales strategies.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Met with customers to provide information about available products and policies.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
NYS Licensed Sales Producer
Insurance On Hudson Agency
12.2020 - 11.2023
Developed new business opportunities through networking events, community involvement, and referrals.
Achieved sales targets consistently by identifying customer needs and offering suitable products and services.
Enhanced client retention rates with timely follow-ups and personalized attention to individual concerns.
Frontline Performance Leader-Market Claim Manager
Allstate Insurance Company
01.1988 - 12.2020
Oversaw daily office operations for staff of 120 Claim Department employees.
Composed and drafted all outgoing correspondence and reports for managers.
Translated business priorities into implementable actions.
38 years of industry experience.
32 years of management experience.
Prepared operational and salary budgets.
Senior Claim Representative/Claim Supervisor
Allstate Insurance Company
05.1978 - 06.1988
Evaluated insurance policies and analyzed damages to determine coverage.
Tracked the progress of all outstanding insurance claims.
Learned and applied Auto, Property and Bodily Injury coverages to the successful handling of customer claims.
Attended technical training for estimating Auto, Property and Bodily Injury claims
Education
Bachelor of Arts - Communications
City University of New York
Lehman College-Bronx, New York
1975
Skills
Personable
Dependable
Results-oriented
Customer service awareness
Reporting familiarity
Insurance Coverage Verification
Certification
Licensed NY State Property and Casualty Insurance Broker-NYS Broker # BR-1456377
Timeline
Account Executive
Eifert, French And Ketchum Agency
12.2023 - Current
NYS Licensed Sales Producer
Insurance On Hudson Agency
12.2020 - 11.2023
Frontline Performance Leader-Market Claim Manager
Allstate Insurance Company
01.1988 - 12.2020
Senior Claim Representative/Claim Supervisor
Allstate Insurance Company
05.1978 - 06.1988
Bachelor of Arts - Communications
City University of New York
Licensed NY State Property and Casualty Insurance Broker-NYS Broker # BR-1456377
Similar Profiles
Manisha SowdagarManisha Sowdagar
Data Entry Operator at French Data Ltd Center (Pulseo Agency)Data Entry Operator at French Data Ltd Center (Pulseo Agency)