Damaris Brito
Totowa,NJ
Summary
Proven Insurance Agent and Financial Professional with a track record of enhancing client satisfaction and increasing assets under management at New York Life Insurance Co. Expert in client needs analysis and negotiation, leveraging CRM software for client retention and new client acquisition. Achieved significant business growth by delivering tailored insurance solutions and exceptional customer service. Successful and seasoned Financial Professional with expertise in providing wide range of high-quality insurance and financial solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
25
25
years of professional experience
Work History
Insurance Agent
New York Life Insurance Co
03.2020 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Increased assets under management through targeted business development efforts.
Insurance Sales Producer
State Farm Insurance Inc
07.2008 - 03.2020
- Streamlined sales processes, implementing efficient strategies that accelerated closing times and increased productivity.
- Enhanced client satisfaction by providing customized insurance solutions tailored to individual needs.
- Collaborated with underwriters to negotiate favorable terms for clients, securing the best coverage at competitive rates.
- Increased customer retention with exceptional client service and timely follow-ups on policy renewals.
- Boosted company revenue by identifying and pursuing new business opportunities in the insurance market.
Personal Banker
TD Bank
09.1999 - 06.2008
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Education
Associate of Arts - Finance
Passaic County Community College
Paterson, NJ05.2000
High School Diploma -
East Side High School
Paterson, NJ06.1998
Skills
- Customer Service
- Licensed Insurance Agent
- Client Relations
- Quotes and sales
- Client needs analysis
- Life Insurance
- CRM Software
- Asset protection expertise
- Client Retention
- New Client Acquisition
- Negotiation
Languages
Spanish
Native or Bilingual
Timeline
Insurance Agent
New York Life Insurance Co
03.2020 - Current
Insurance Sales Producer
State Farm Insurance Inc
07.2008 - 03.2020
Personal Banker
TD Bank
09.1999 - 06.2008
Associate of Arts - Finance
Passaic County Community College
High School Diploma -
East Side High School