Chester Fantroy
Insurance Agent
Alpharetta,GA
Summary
Dedicated Insurance Sales Agent adept at managing complex policies and delivering insurance product expertise. Bringing 5 years of superior insurance industry performance.
Overview
4
4
years of professional experience
Work History
Life Insurance Agent
Summit Life Group
Alpharetta, GA
01.2022 - Current
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Conducted market research to identify potential new products and services.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Negotiated terms of policy with clients to ensure maximum benefit for both parties.
- Created reports on sales activities, customer feedback, and other relevant data.
- Analyzed client portfolios to determine best investment opportunities.
- Maintained records of client information, including policies and payment history.
- Educated clients on various types of life insurance policies available in the market.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Identified areas of improvement within the company's processes and procedures.
- Resolved customer issues in a timely manner while providing excellent customer service.
- Prepared quotes for prospective customers based on their individual needs.
- Reviewed existing contracts to make sure they are compliant with state regulations.
- Evaluated current financial situation of clients before recommending any policy changes.
- Monitored changes in regulations and legislation that affect the life insurance industry.
Education
Some College (No Degree) - Psychology
Southern New Hampshire University
Hooksett, NHCustom
- US NAVY 1987-1990 Honorable Discharge
Timeline
Life Insurance Agent
Summit Life Group
01.2022 - Current
Some College (No Degree) - Psychology
Southern New Hampshire University
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