David Chase
Indio,CA
Summary
Detail-oriented Insurance Sales Agent aiming to leverage 10 years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations. Insightful Insurance Sales Agent bringing 10 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement. Dynamic and decisive leader with excellent planning and problem-solving abilities. Ready to pursue new professional challenges and career advancement with growing company.
Overview
42
42
years of professional experience
Work History
Agent
Self Employed Insurance Group
Indio, United States
01.2017 - Current
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Met with customers to provide information about available products and policies.
- Maintained high standards of customer service by building relationships with clients.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Increased company profits by 10% by exceeding individual daily sales goals
Agent
Healthmarkets
Costa Mesa, CA
10.2012 - 01.2016
- Used All insurance companies to prepare sales reports containing customer information related to products and services purchased.
- Collaborated with 5 team members to resolve issues and identify appropriate issues for escalation.
- Advised customers about new products and assisted customers in determining best Health Insurance products for needs.
- Resolved caller issues quickly and thoroughly.
- Quoted prices and credit terms to prepare sales contracts
- Informed clients of policies and procedures
Manufacturer's Sales Representative
Self Employed
Pittsburgh, PA
01.1977 - 01.2011
- Answered questions, resolved issues and supported clients from initial sales conversation through delivery of order.
- Worked to develop network by identifying and pursuing new leads, attending industry events and building rapport with clients.
- Demonstrated products and specific features at customer locations and special events.
- Leveraged proven sales methods to increase revenue and surpass sales objectives.
- Branded products through effective salesmanship and maintained long-term relationships with clients.
- Maximized business potential by providing excellent customer service and ensuring 90% client retention
- Grew business sales by 20% through effective cross-selling, exceptional customer service and cold calling
Education
Bachelor of Science - Marketing And Finance
Duquesne University
Pittsburgh, PA06.1976
Skills
- Business Development
- Customer needs determination
- Problem-solving skills
- Schedule Management
- Scheduling
- Strategy development
- Clientele Development
- Verbal and Written Communication
- Financial Needs Assessment
- Client Prospecting
Timeline
Agent
Self Employed Insurance Group
01.2017 - Current
Agent
Healthmarkets
10.2012 - 01.2016
Manufacturer's Sales Representative
Self Employed
01.1977 - 01.2011
Bachelor of Science - Marketing And Finance
Duquesne University