Life Insurance Agent
Lloyd Agencies
09.2023 - Current
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Increased sales of life insurance products through tactical customer outreach.
- Provided coverage option information to assist clients in protecting assets.
- Calculated premiums and established payment methods for sales.
- Identified and solicited sales prospects in agency databases.
- Collected premiums on or before effective date of coverage.
- Designed presentations and marketing materials to promote insurance products.
- Finalized sales and collected necessary deposits.
- Educated clients on insurance policies and procedures.
