Chester Wilson III
Fredericksburg,VA
Summary
Proven Insurance Specialist with a track record of exceeding sales targets and enhancing client retention. Expert in policy analysis and risk mitigation, coupled with exceptional customer service skills. Achieved consistent client satisfaction through effective use of CRM software and in-depth insurance law knowledge, contributing to sustained revenue growth. Dedicated to developing meaningful client relationships and offering best solutions for coverage. Excellent communicator and dependable team player with strong understanding of insurance industry. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
7
7
years of professional experience
Work History
Insurance Specialist
GEICO, Government Employees Insurance
07.2016 - 10.2023
- Analyzed risk factors to recommend appropriate coverage levels.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Cross-sold insurance products to existing clients to reach sales targets.
- Utilized CRM software to manage client relationships.
- Monitored changes in insurance industry to stay compliant with relevant laws
- Responded to customer calls swiftly to resolve issues and answer questions.
- Finalized sales and collected necessary deposits.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Identified and solicited sales prospects in agency databases.
Education
It Networking
ECPI University
Newport NewsSkills
- Reporting abilities
- Documentation skills
- Insurance law knowledge
- Policy analysis
- Customer follow-up
- Client Relations
- Policy Renewals
- CRM Software
- Client Retention
- Property insurance
- Upselling
- Quotes and sales
- Policy Knowledge
- Risk Mitigation
- Regulatory Compliance
- Negotiation
- Customer Service
Timeline
Insurance Specialist
GEICO, Government Employees Insurance
07.2016 - 10.2023
It Networking
ECPI University
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