Christopher Bailey
Harrison,AR
Summary
Job placement with career advancement opportunity
Overview
18
18
years of professional experience
Work History
Health and Life Insurance Broker
Armor Insurance Brokers
Harrison, AR
05.2016 - Current
- Developed and implemented client-focused strategies to maximize sales growth.
- Analyzed customer needs and recommended life insurance policies accordingly.
- Conducted extensive research on various life insurance products and services.
- Provided advice on investment options and risk management techniques.
- Fostered relationships with clients to ensure satisfaction with life insurance coverage.
- Assisted customers in filing claims for death benefits or other losses related to life insurance policies.
- Maintained accurate records of all transactions pertaining to life insurance policies.
- Educated clients about the features, advantages, and disadvantages of different types of life insurance policies.
- Attended conferences, seminars, and workshops to stay abreast of changes in the industry.
- Managed a portfolio of existing accounts while developing new business opportunities.
- Created marketing materials such as brochures, flyers, and presentations to promote the company's services.
- Processed applications for new life insurance policies in accordance with established procedures.
- Exceeded company sales goals for new policies.
- Calculated premiums and established payment methods.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Developed appropriate quotes based on risk information.
- Sought out new clients and developed clientele by networking to find new customers.
Owner Operator
Homestead Boarding Kennels
Phoenix, AZ
05.2006 - 05.2016
- Advised clients on health insurance options, including coverage and cost comparisons.
- Assisted customers with enrollment in health insurance plans and managed administrative paperwork.
- Developed and maintained relationships with clients to ensure satisfaction with services provided.
- Monitored industry trends and regulations to ensure compliance with state laws.
- Maintained detailed records of all client interactions and updated customer information as necessary.
- Provided guidance to customers regarding their rights under the law when filing claims for health benefits.
- Responded timely to inquiries from customers via phone, email, or chat support systems.
- Reviewed applications for accuracy before submitting them for processing.
- Scheduled appointments with prospective clients to discuss available health insurance plans.
- Supported sales team members by providing product knowledge training sessions.
- Tracked policy renewals and expiration dates in order to manage timely notifications.
- Verified eligibility criteria prior to enrolling a customer into a plan.
- Prepared reports summarizing customer activity, financials, and other relevant data.
- Conducted research on new products being offered by insurers in order to stay informed of market trends.
- Researched competitive offerings from other companies in order to remain competitive within the market place.
- Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
- Calculated premiums and established payment methods.
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines.
- Processed changes in insurance policies and periodically reassessed client needs.
- Assisted members to enhance current plans with supplemental benefits to boost sales.
- Participated in weekly training sessions to improve product knowledge and enhance company growth.
- Attended company-sponsored gatherings to speak to community groups on healthcare coverage and long term goals.
- Developed base for long-term sources of client prospects with referrals, occupational and special interest groups.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Developed appropriate quotes based on risk information.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
- Sought out new clients and developed clientele by networking to find new customers.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Developed business plan and budget to maximize profitability.
- Analyzed market trends and customer feedback to identify opportunities for growth.
- Managed daily operations of the business, including staff, sales, inventory, and accounting.
- Created marketing strategies to drive revenue and increase brand visibility.
- Oversaw hiring process for new employees, from recruiting to onboarding training.
- Maintained relationships with vendors and suppliers in order to secure favorable terms on materials and services.
- Conducted regular performance reviews of staff members to ensure efficiency and productivity goals were met.
- Implemented cost-saving measures across departments while maintaining quality standards.
- Resolved customer complaints promptly and professionally in order to maintain a positive reputation for the business.
- Monitored financial performance of the business on a weekly basis to ensure fiscal responsibility.
- Established pricing models that balanced competitiveness with profitability goals.
Education
EMT 1 A - Emergency Medical Tech
Pasadena City College
04-1990
Skills
- Policy analysis
- Financial Planning
- Cold-calling
- Social Media Marketing
- Insurance Policy Sales
- New Agent Training
- Insurance sales strategy
- Email Marketing
- Building Relationships
- Policy Management
- Performance Tracking
- Client Relationship Management
- Client Service
- Strong interpersonal skills
- Team training and development
- Policy management expertise
Timeline
Health and Life Insurance Broker
Armor Insurance Brokers
05.2016 - Current
Owner Operator
Homestead Boarding Kennels
05.2006 - 05.2016
EMT 1 A - Emergency Medical Tech
Pasadena City College