David Van Brocklin
Weaverville,United States
Summary
Seasoned professional with over 20 years experience in face to face and remote client engagement. Self starter who can work in a fast paced environment with an attention to client needs and matching to right product or service. Ability to navigate virtual environment with strong computer skills.
Overview
12
12
years of professional experience
Work History
TITLE
NAME OF COMPANY
Weaverville, NC
01.2017 - 07.2022
- Virtual insurance Sales Specialist responsible for receiving inbound sales referrals, guiding prospective clients to right insurance plan for their needs and closing sales opportunity when warranted. Accountable for accurate presentation of all insurance plans, recording client interaction for adherence to compliance directives and remaining compliant with all state and federal regulations.
- Consistent sales performance in XXXXXXXXXXXXXXXXXXX
Senior Client Service Specialist
Live Ops
Ft Lauderdale, FL
11.2015 - 01.2017
- Remote Insurance Agent routinely assisting large volume of customers every day with positive attitude and focus on customer satisfaction. Accountable for accurate representation of insurance plans, guiding clients to right plan for their needs and closing sales opportunity. As a result, cultivated long-lasting client relationships based on trust and solid understanding of business needs.
- Consistently strong sales performance, in top 10% in 2016.
- Increased production by 38% YOY in 2016.
Insurance Sales Representative
ICan Benefit
Boca Raton, FL
06.2009 - 10.2014
- Reviewed customer needs and financial means to determine appropriate policy offerings. Maintained detailed records of customer information and policy sales. Sold life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- # 1 Sales professional in 2013 and 2014.
- Consistently in top 20% of producers during full year 2014.
Education
Accounting
Florida Atlantic University
Boca Raton, FLAssociate of Arts - Accounting
Miami Dade College
Miami, FL1973
Skills
- Client centric professional with excellent listening skills
- Problem solver with ability to think outside box for client solutions
- Multi-tasker able to function in high traffic role
- Strong sales closing skills with proven track record of success
Timeline
TITLE
NAME OF COMPANY
01.2017 - 07.2022
Senior Client Service Specialist
Live Ops
11.2015 - 01.2017
Insurance Sales Representative
ICan Benefit
06.2009 - 10.2014
Accounting
Florida Atlantic University
Associate of Arts - Accounting
Miami Dade College
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