Craig Balco
Strategic Insurance Services
Odessa,FL
1
Certification
16
years of professional experience
Experienced independent insurance agent specializing in customer service and revenue generation. Demonstrated ability to develop customized insurance strategies and manage diverse client portfolios. Eager to leverage expertise in negotiation and compliance to further enhance client trust and satisfaction.
Work History
Independent Insurance Agent
8 Years 2 Months- Managed a diverse portfolio of clients, providing expert advice on risk management strategies.
- Developed tailored insurance solutions to meet client needs and enhance satisfaction.
- Conducted comprehensive policy reviews to ensure compliance with industry regulations and standards.
- Trained new agents on product knowledge, sales techniques, and customer service best practices.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurance related.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
Independent Insurance Agent
8 Years 1 Month- Gained my 2-20 Property & Casualty Insurance License
- Analyzed policy options to provide clients with informed recommendations for coverage.
- Developed personalized insurance solutions to meet client needs and enhance satisfaction.
- Cultivated strong relationships with clients, fostering trust and loyalty through exceptional service.
- Streamlined claims processes, improving efficiency and reducing turnaround time for customer support.
- Conducted market research to identify emerging trends and adjust service offerings accordingly.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
Education
Bachelor of Science - Business
Skills
Licensed insurance agent
Property and casualty insurance
Ethical compliance
Insurance underwriting
Client account management
Account management
New client acquisition
Upselling
Lead development
Account servicing
Revenue generation
Client retention strategies
Client relations
Negotiation abilities
Professionalism and ethics
Certification
CLCS - Commercial Lines Coverage Specialist
CPIA - Certified Professional Insurance Agent (CPII/CPIA
Timeline
Independent Insurance Agent
Strategic Insurance Services
06.2018 - CurrentRead More
Independent Insurance Agent
BB&T Insurance Services
06.2010 - 07.2018Read More
St Petersburg College/Barry University
Bachelor of Science from Business
Read More