Dynamic insurance professional with a proven track record at State Farm, excelling in client support and sales. Leveraged strong relationships and professional integrity to educate clients on coverage needs, achieving sales targets through effective cross-selling. Committed to maintaining compliance and delivering exceptional service, fostering trust and loyalty among clients.
Experienced with client needs analysis and insurance policy customization. Utilizes risk management strategies to offer optimal coverage solutions. Knowledge of industry regulations and maintaining high standards of customer service.
Chartered Life Underwriter, The American College
Chartered Financial Consultant, The American College
Chartered Advisor for Senior Lives. The American College