Results-driven Senior Insurance Professional with expertise in assessing client needs, advising on coverage options and account management. Energetic and communicative professional with 8 years of experience. Dedicated to developing meaningful client relationships and offering best solutions for coverage. Licensed in NJ, NY, & PA
Overview
8
8
years of professional experience
3
3
NY, NJ, PA Licensed
Work History
Senior Account Executive
Comparion Insurance Agency- Liberty Mutual
06.2020 - Current
Sold over $900,000 in Auto, Home, Commercial,& Life Insurance premium in 2022.
Helped manage over 35 accounts.
Developed and delivered engaging sales presentations to convey product benefits.
Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
Identified client needs, built relationships and overcame objections to drive sales.
Attended advanced training sessions and conferences to increase product knowledge and productivity.
Increased sales by offering advice on purchases and promoting additional products.
Utilized professional sales techniques to persuasively communicate with clients.
Exceeded sales goals, increased revenue and facilitated sales.
Helped resolve client problems quickly with superior customer service.
Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
Trained new and existing agents with our choice program which include 20 different different carriers.
Documented customer interactions using SalesForce to capture data in processing system.
Traveled throughout assigned territory to leverage leads and visit existing customers.
Worked independently with minimal supervision.
Senior Account Executive
Preferred Choice Insurance Agency
05.2019 - 06.2020
Sold over $750,000 in premium in Commercial, Auto, Home, & Life Insurance
Serviced 40 existing accounts on regular basis to maximize revenue.
Managed sales plan activities, promotions and product launches resulting in expanded revenues and branding.
Drove company branding efforts to increase market presence and brand recognition.
Continually evaluated marketplace trends and oversaw gathering of competitive intelligence within markets and across service lines.
Leveraged industry trends and competitive analysis to improve customer relationship building.
Coordinated innovative strategies to accomplish objectives and boost long-term profitability.
Mentored local personnel on best practices and protocols to maximize productivity.
Developed creative sales tools, including presentations, trend reports, kitted assets, and product data sheets.
Captured new customers by optimizing business strategies and launching products to diversify offerings.
Oversaw preparation of marketing copy, images, videos, emails and other collateral.
Evaluated leads obtained through direct referrals, lead databases and cold calling.
Checked level and type of coverage and evaluated contracts.
Trained new and existing agents with our choice program which include 20 different different carriers.
Documented customer interactions using SalesForce to capture data in processing system.
Traveled throughout assigned territory to leverage leads and visit existing customers.
Worked independently with minimal supervision.
Licensed Insurance Producer
Plymouth Rock Assurance Corporation
12.2018 - 05.2019
Utilized digital and telephone approaches to generate sales leads.
Developed and deepened customer relationships to drive revenue growth.
Connected with prospective clients to set appointments.
Generated sales by recommending policies and add-ons.
Motivated team members to meet and exceed sales targets.
Boosted sales numbers with proactive account servicing and diligent relationship-building.
Boosted revenue by bringing in and cementing relationships with new clients and optimizing servicing of existing customer accounts.
Top sales representative for our team in 2018.
Brought in over $800,000 in premium in a year span.
Sold auto and home insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Disctict Sales Representative
Michael Goldstein
02.2018 - 12.2018
Sold over $750,000 in Commercial, Auto, & Home insurance premium.
Evaluated leads obtained through direct referrals, lead databases and cold calling.
Identified and solicited sales prospects in agency databases.
Collected all premiums on or before effective date of coverage.
Finalized sales and collected necessary deposits.
Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
Calculated premiums and established payment methods for sales.
Calculated quotes and educated potential clients on insurance options.
Established relationships with 15 financial advisors
Achieved or exceeded company-defined sales quotas.
Commercial Insurance Account Executive
Preferred Choice Insurance Agency
01.2015 - 08.2017
Managed between 30-50 accounts.
Managed over $5,000,000 in Commercial Insurance.
Calculated premiums and established payment methods for sales.
Identified and solicited sales prospects in agency databases.
Evaluated leads obtained through direct referrals, lead databases and cold calling.
Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
Finalized sales and collected necessary deposits.
Collected all premiums on or before effective date of coverage.
Negotiated new and renewal production goals with business development manager.
Calculated quotes and educated potential clients on insurance options.
Mentored ten entry-level brokers.
Followed up with customers on unresolved issues.
Addressed an average of 40 customer inquiries and complaints each week.
Education
Bachelor of Science - Business Administration And Management
Western Governors University
Salt Lake City, UT
08.2025
Associate of Arts - Accounting
Universidad Adventista de las Antillas
Mayagüez, Mayagüez, Puerto Rico
2017
Skills
Exceeding Sales Quota
Bilingual in Spanish
Management Experience
Staff training and development
Commercial & Personal Insurance
Proficient in all Word products including Excel and Office
Account Management
Professional Manner
Technical Expertise
Financial Reports
Servicing
Excellent Written Communication
Provide Training
Regulatory Issues
Certification
NJ Property, Casualty, & Life Resident License
PA Property, Casualty, & Life Non-resident License
NY Property, Casualty, & Life Non-resident License
Timeline
Senior Account Executive
Comparion Insurance Agency- Liberty Mutual
06.2020 - Current
Senior Account Executive
Preferred Choice Insurance Agency
05.2019 - 06.2020
Licensed Insurance Producer
Plymouth Rock Assurance Corporation
12.2018 - 05.2019
Disctict Sales Representative
Michael Goldstein
02.2018 - 12.2018
Commercial Insurance Account Executive
Preferred Choice Insurance Agency
01.2015 - 08.2017
Bachelor of Science - Business Administration And Management
Western Governors University
Associate of Arts - Accounting
Universidad Adventista de las Antillas
NJ Property, Casualty, & Life Resident License
PA Property, Casualty, & Life Non-resident License
NY Property, Casualty, & Life Non-resident License
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