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Results-driven insurance professional with proven expertise in client relations, policy knowledge, and account management. Committed to enhancing client retention and satisfaction through streamlined service processes.
Dynamic insurance agent with a strong background in customer service and negotiations. Proven ability to develop tailored insurance solutions that boost client satisfaction and retention, while ensuring compliance with industry regulations and enhancing operational efficiency.
Detail-oriented insurance agent known for exceptional client support and policy management. Expertise in fostering strong client relationships and streamlining processes to enhance service delivery and compliance across insurance operations.
Experienced with client needs analysis and insurance policy customization. Utilizes risk management strategies to offer optimal coverage solutions. Knowledge of industry regulations and maintaining high standards of customer service.
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

As a dedicated, reliable, and customer service-oriented worker, I bring numerous benefits to your company. Throughout my career, I have consistently stayed with companies for at least two years, demonstrating commitment to long-term success. I am results-driven and strive to play a vital role in driving a company forward. Witness my instant connection with people of all types, invaluable for networking and maintaining clientele. My goal is to make a lasting impact in my field while continuously building and enriching my skills and experiences. I am not perfect, but what sets me apart is my willingness to learn from both the good and the bad in order to continually improve. Together, we can achieve greatness. Hiring me or even just sitting down with me for an interview will be a decision you won't regret.


  Results-driven insurance agent with over 20 years of experience in the insurance and financial service industries.
  Proven track record of exceeding annual sales by 30–40% for 20 consecutive years while maintaining a 90% close ratio and generating approximately 600,000 annual premiums.
  Consistently ranked in the top 10% of sales agents statewide for new policy acquisitions.
  Highly effective communicator and negotiator who easily establishes relationships, resolves customer problems, and ensures customer satisfaction.
  Winner of numerous sales performance awards, including 4 presidents club recognitions.


Dynamic insurance agent with extensive telesales experience excelling in client needs analysis and health insurance sales. Proven track record in enhancing customer engagement and delivering exceptional service. Adept at critical thinking and maintaining professionalism, ensuring optimal outcomes. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Charles B Moak, Jr

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Insurance Agent

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Bachelor of Science -

Bachelor of Science - Business Administration And Management

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Insurance Agent

Bachelor of Science -

Bachelor of Science - Business Administration And Management

Multiple Time Winner of Co. Trips

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