Results-driven insurance professional with extensive experience in assessing client needs and recommending tailored policies. Negotiates favorable rates while fostering long-term relationships, leading teams to enhance service delivery and ensure compliance. Collaborates with agents to develop strategic plans that effectively address client coverage needs.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Insurance Broker
PlanRight
Charlotte, North Carolina
10.2025 - Current
Consulted clients to identify insurance needs and recommend suitable policies.
Negotiated terms with insurance providers to secure favorable rates for clients.
Analyzed policy coverage to ensure compliance with regulatory standards.
Developed client relationships through regular communication and follow-ups.
Promoted client retention through high-quality service and follow through.
Served as a point of contact for customers throughout the life cycle of their policies.
Collaborated with team members to improve service delivery and client satisfaction.
Built relationships with external parties, such as carriers, vendors, and regulators.
Sales Manager
Meridian Business Solutions
Charlotte, North Carolina
08.2023 - 10.2025
Developed strategic sales plans to expand market reach and improve customer engagement.
Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
Led sales team to achieve monthly targets through effective training and support.
Conducted regular performance reviews to assess team effectiveness and identify training needs.
Collaborated with marketing to create promotional materials that enhance brand visibility.
Implemented CRM systems for streamlined communication and tracking of customer interactions.
Resolved customer issues promptly, fostering a positive buying experience and loyalty.
Boatswain's Mate
United States Navy, Boatswain's Mate
Norfolk, Virginia
07.2018 - 09.2022
Supervised deck operations to ensure safety and efficiency during vessel maneuvers.
Oversaw ship operations during travel and kept watch for hazards.
Monitored weather conditions to inform navigation and operational decisions.
Checked navigation tools and telecommunications equipment prior to embarking on journeys to verify operational status.
Inspected equipment and completed basic repairs to maintain safety and efficiency of each trip.
Trained junior crew members on safety protocols and equipment usage effectively.
Education
Bachelor of Arts - Business
The University of Tennessee - Knoxville
Knoxville, TN
05-2022
Skills
Life insurance
Underwriting
Rate negotiation
Policy analysis
Sales performance
Customer engagement
Lead generation
Sales presentations
Team leadership
Relationship management
Attention to detail
Problem solving
Skilled negotiator
Sales presentations
Accomplishments
Resolved product issue through consumer testing.
Supervised team of 10 staff members or less.
Used Microsoft Excel to develop inventory tracking spreadsheets.
Top Performer Award in 2024- Highest Quality for FTC( Feed The Children ) in Ascenta.
recruited the 2nd most successful door to door sales team for Ready Refresh.
created 1.2. million dollars in revenue for Meridian Business Solutions from 2024-2025