Charles Buchanan Higgs
Beaver,PA
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
4
4
years of professional experience
1
1
Certification
Work History
District Small Business Sales
ADP
Pittsburgh, PA
07.2024 - Current
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Worked with cross-functional teams to achieve goals.
- Maintained updated knowledge through continuing education and advanced training.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Insurance Agent
Globe Life American Income
Wexford, PA
07.2021 - 05.2023
- Educated customers on the importance of maintaining adequate insurance coverage.
- Monitored market conditions to ensure that existing policies remain competitively priced.
- Maintained accurate records of all insurance transactions using computer software systems.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Advised customers on the best ways to minimize risks associated with their assets.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Achieved repeat business and referrals through personalized services.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Scheduled meetings with prospective clients to discuss available products and services.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Processed payments received from clients promptly according to established procedures.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Developed appropriate quotes based on risk information.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Sought out new clients and developed clientele by networking to find new customers.
- Responded to customer inquiries and problems to promote great service.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Provided customers with information regarding plan features, pricing, and availability.
Education
Diploma -
Beaver Area Jr Sr High School
PA01.2021
Pa State Insurance license -
01.2021
Pa Local 277 - Life Insurance
Skills
- Customer relationship management
- Sales strategy
- Insurance policy analysis
- Lead generation
- Data entry
- Customer advocacy
- Effective communication
- Problem solving
- Time management
- Team collaboration
- Presentation skills
- Conflict resolution
- Written communication
- Collaboration
- Organization and time management
- Troubleshooting
- Microsoft Word
- Team management
- Communication
- Multitasking
- Analytical thinking
Certification
- Pa State Insurance License, 01/01/21
- Pa Local 277 Life Insurance, 01/01/21
References
References upon request
Timeline
District Small Business Sales
ADP
07.2024 - Current
Insurance Agent
Globe Life American Income
07.2021 - 05.2023
Diploma -
Beaver Area Jr Sr High School