Dynamic insurance professional with a proven track record at Union National Life Insurance, excelling in policy development and client satisfaction. Recognized for award-winning sales performance and expertise in life and health insurance. A proactive team player, I foster strong client relationships while driving continuous improvement initiatives to enhance service delivery.
Overview
24
24
years of professional experience
Work History
Insurance Broker
Family First Life
10.2020 - Current
Developed tailored insurance solutions to meet diverse client needs.
Conducted comprehensive risk assessments to identify coverage gaps.
Educated clients on policy options and benefits, enhancing understanding and engagement.
Negotiated competitive rates with insurance carriers to optimize client offerings.
Built and maintained strong client relationships through effective communication and personalized service.
Train new agents on industry best practices and client engagement techniques.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Insurance Manager
Union National Life Insurance
03.2008 - 09.2020
Led insurance policy development initiatives to enhance product offerings and customer satisfaction.
Implemented streamlined claims processing protocols, resulting in improved turnaround times for clients.
Developed training programs for staff, increasing team efficiency and knowledge in insurance operations.
Analyzed market trends to inform strategic planning and improve competitive positioning within the industry.
Established performance metrics to monitor team effectiveness and drive continuous improvement initiatives.
Mentored junior staff, fostering professional growth and enhancing overall departmental capabilities.
Executed comprehensive risk assessments, identifying opportunities for coverage enhancements and client education initiatives.
Fostered a positive workplace culture that promoted collaboration among staff members, resulting in increased employee satisfaction and reduced turnover rates.
Coreman
US Navy
01.2002 - 10.2007
Administered medical care and emergency response in high-pressure environments.
Assisted in patient assessment and triage, ensuring prompt treatment delivery.
Implemented infection control measures, enhancing patient safety outcomes.
Coordinated logistics for medical supplies, optimizing resource utilization.
Administered medications and treatments as prescribed by physicians.
Supported humanitarian missions by providing essential medical care to affected populations in disaster-stricken areas.
Education
High School Diploma -
Bolton High School
Alexandria, LA
01-2002
Skills
Proactive team player
Sales presentations
Claims handling
Driven
Life and health insurance
Claims reporting systems
Commission-based sales
Policy coverage expert
Award-winning sales professional
Top-rated sales performance
Excellent communication skills
Customer service
Business planning
Accomplishments
Exceeded sales goals by 50% in Third Quarter of 2017.
Won "Service Excellence Award" for playing instrumental role in driving record-high sales.
Received the “All-Star Award” for earning $[15,000] in commissions and securing $17.8 million in life insurance sales.
Managed the accounts of more than 347 policyholders each quarter.