Craig Forte

• Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
• Handled escalated customer concerns promptly and professionally, resolving issues to the client''s satisfaction.
• Utilized advanced analytical skills to evaluate risk factors and assess appropriate coverage levels for individual client situations.
• Implemented efficient time management practices, allowing for increased productivity while managing multiple tasks simultaneously.
• Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
• Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.

Sold personal and commercial policies and sent out agency bill renewals.

Developed in-depth sales training program for new and existing sales associates.

Applied creative cost-effective account rounding programs that eventually increased client retention by 23%.

Implemented improvements in managing incoming sales calls and e-mails to prevent missed opportunities and capitalize on valuable cross-sales

Broadened agency into other lines of personal and commercial lines of business.

Represented agency at conferences and seminars.

Analyzed sales volume, Incoming and outgoing calls, retention and loss ratio to identify areas of improvement.

Trained CSR'S how to increase efficiency in the sales process and how to establish trust and confidence with new and existing clients.

Led sales meetings to go over weekly sales goals and address any challenges.

Assisted sales staff to make the necessary changes to reach their sales goals.

Sold new policies in commercial and personal lines.

Continued to work with small to mid-market existing and new accounts.

• Built and strengthened long-lasting client relationships based on accurate price indications and superior customer service
• Asked appropriate open-ended questions to discover prospects needs and insurance requirements
• Developed account rounding program to utilize agency other services like payroll, taxes, and accounting
• Created and maintained good agency relationships with underwriters and insurance company representatives