Chase Wilson
Largo
Summary
Results-driven life insurance broker with strong communication skills and a focus on tailored insurance solutions. Proven ability to build client relationships and enhance customer satisfaction through effective onboarding and policy analysis.
Overview
8
8
years of professional experience
Work History
Life Insurance Broker
Self-employed
St. Petersburg
08.2025 - Current
- Advised clients on life insurance options and specific coverage needs to enhance financial security.
- Conducted comprehensive policy reviews to identify and address gaps in coverage, ensuring robust protection.
- Built strong relationships with clients through effective communication and support.
- Developed tailored insurance solutions that addressed unique client circumstances, improving satisfaction and retention.
- Educated clients about policy benefits and claims processes clearly.
- Assisted clients with application forms and documentation requirements promptly.
- Analyzed customer needs and recommended life insurance policies accordingly.
- Maintained accurate records of all transactions pertaining to life insurance policies.
Sales Representative
Cellular Sales Verizon
St. Petersburg
10.2020 - 08.2025
- Engaged customers to identify mobile needs and preferences, enhancing personalized service.
- Demonstrated smartphone features and technology to enhance customer experience.
- Assisted in troubleshooting device issues and resolving customer inquiries promptly.
- Maintained up-to-date knowledge of Verizon products and offers for informed recommendations.
- Collaborated with team members to achieve store sales goals and promotions effectively.
- Processed customer transactions accurately using point-of-sale systems and software.
- Provided training and mentorship to new sales representatives on best practices.
- Developed strong relationships with customers to encourage repeat business and referrals.
- Customized sales techniques to effectively sell and upsell services to new and existing clients.
- Generated sales leads through cold calling and networking, expanding customer base.
Uber Driver
Self-employed
St. Petersburg
07.2021 - 03.2023
- Provided safe transportation services to passengers across various locations.
- Maintained vehicle cleanliness and performed routine maintenance checks.
- Communicated effectively with passengers to ensure a positive experience.
- Ensured compliance with local transportation regulations and safety standards.
Sanitation Worker
Waste Pro USA Inc.
Clearwater
09.2018 - 10.2020
- Followed a daily route to make garbage and recycling collections for existing clients
- Maintained sanitation equipment to ensure optimal performance and safety standards.
- Responded to service requests and resolved customer inquiries regarding sanitation services.
- Assisted in training new employees on safety procedures and equipment operation.
- Followed sanitation schedule and documented cleaning activities.
- Communicated with customers about service issues related to garbage collection schedule changes or missed pickups.
Education
Bachelor of Science - Public Safety And Administration
St. Petersburg College
Clearwater, FL05-2020
Skills
- Effective communication
- Life insurance knowledge
- Policy analysis
- Client onboarding
- Risk assessment
- Compliance management
- Customer relationship management
- Problem solving
- Sales techniques
- Relationship building
- Effective communication
- CRM software proficiency
- Follow-up strategies
- Financial planning
- Goal-oriented mindset
- Building relationships
Timeline
Life Insurance Broker
Self-employed
08.2025 - Current
Uber Driver
Self-employed
07.2021 - 03.2023
Sales Representative
Cellular Sales Verizon
10.2020 - 08.2025
Sanitation Worker
Waste Pro USA Inc.
09.2018 - 10.2020
Bachelor of Science - Public Safety And Administration
St. Petersburg College