Chikas Baker
Paterson,NJ
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Life Insurance Producer
WFG, World Financial Group
06.2022 - Current
- Maintained high standards of customer service by building relationships with clients.
- Generated leads through cold-calling, networking and other outreach methods.
- Developed customized insurance solutions to meet individual needs of each client, leading to improved retention rates.
- Created customer databases to track and manage interactions and sales.
- Make at least 20+ daily client calls scheduling appts, along with carrier calls to fulfill outstanding requirements, admin calls to back office, client requests, and daily application submissions and illustration requests.
- Established rapport and trust with clients through consistent follow-ups, personalized communication, and genuine concern for their financial wellbeing.
- Expanded referral network through participation in community events, networking groups, and strategic partnerships with related professionals such as financial advisors or estate planners.
- Educated clients on insurance policies and procedures.
- Negotiated with customers and insurance companies to secure favorable policy terms.
- Educated potential clients on importance of life insurance as critical component of overall financial security planning during initial consultations or presentations at seminars/workshops.
- Generated new business leads using targeted prospecting techniques such as cold calling, email campaigns, social media outreach, and attending industry conferences or seminars.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Provided exceptional customer service by promptly addressing concerns or questions regarding policies or claims, reinforcing positive brand reputation.
Supervisor and On-Site Specialist
Ricoh, USA Information Mgmt & Digital Service Co
01.2001 - 09.2015
- Enforced rules and regulations outlined in company manual to set forth expectations comprehensibly and consistently.
- Achieved results by working with staff to meet established targets.
- Oversaw daily operations of 5 departments, ensuring smooth workflow and timely completion of tasks.
- Collected, arranged, and input information into database system.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Monitored workflow to improve employee time management and increase productivity.
- Cultivated strong relationships with key clients or stakeholders through consistent communication and excellent service delivery.
- Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
- Applied effective time management techniques to meet tight deadlines.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Expedited daily office tasks such as mail distribution, document scanning, photocopying, and data entry to ensure smooth workflow.
- Organized meetings for executives and coordinated availability of conference rooms for participants.
- Organized spaces, materials and catering support for internal and client-focused meetings.
- Boosted company image by providing friendly, professional, and timely assistance to all visitors, clients, and vendors.
- Supported executive staff with calendar management, meeting coordination, travel arrangements, and expense reporting for optimal time utilization.
- Oversaw office equipment maintenance to support continuous and uninterrupted operations.
Education
High School Diploma -
Eastside High School
Paterson, NJ06.1996
Skills
- Document Control
- Upselling strategies
- Lead prospecting
- Client Education
- Client Relationship Building
- Group Presentations
- Continuing education
- Customer follow-up
- New Agent Training
- Client needs analysis
- Appointment Scheduling
- Form Completion and Submission
Accomplishments
- Certificate of Achievement for high business volume through and promoted myself within WFG.
- Certificate of Achievement for being recognized as a Team Player and helping bring results to WFG.
Certification
- NJ Life and Accident and Health Producer -(WFG) World Financial Group - 2022-Currently
- Licensed Financial Educator - 2022-Currently
- Certified Licensed Life and Accident and Health Producer, (WFG) World Financial Group - 2022-Currently
- Michigan Licensed Life and Accident and Health Producer-(WFG) World Financial Group
Timeline
Life Insurance Producer
WFG, World Financial Group
06.2022 - Current
Supervisor and On-Site Specialist
Ricoh, USA Information Mgmt & Digital Service Co
01.2001 - 09.2015
High School Diploma -
Eastside High School
- NJ Life and Accident and Health Producer -(WFG) World Financial Group - 2022-Currently
- Licensed Financial Educator - 2022-Currently
- Certified Licensed Life and Accident and Health Producer, (WFG) World Financial Group - 2022-Currently
- Michigan Licensed Life and Accident and Health Producer-(WFG) World Financial Group
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