Donald Lotta
Rochester,New York
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Job Title position. Ready to help team achieve company goals.
Overview
13
13
years of professional experience
Work History
Licensed Insurance Agent
Preferred Financial Group
12.2008 - 12.2010
- Calculated quotes and educated potential clients on insurance options.
- Obtained underwriting approval by completing application for coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Licensed Insurance Agent
Wall Street Financial Group
04.2001 - 12.2008
- Calculated quotes and educated potential clients on insurance options.
- Obtained underwriting approval by completing application for coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Licensed Insurance Agent
New England Financial A MetLife
11.1997 - 04.2001
- Calculated quotes and educated potential clients on insurance options.
- Obtained underwriting approval by completing application for coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Education
University of Rochester
06.1978
Skills
- Life Insurance
- Business Planning
- Annual Reviews
- Quotes and Sales
- Customer Service and Assistance
- Asset Protection Expertise
- Customer Follow-Up
- Client Needs Analysis
Accomplishments
- Achieved Result by completing Task with accuracy and efficiency.
Timeline
Licensed Insurance Agent
Preferred Financial Group
12.2008 - 12.2010
Licensed Insurance Agent
Wall Street Financial Group
04.2001 - 12.2008
Licensed Insurance Agent
New England Financial A MetLife
11.1997 - 04.2001
University of Rochester
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