Ethan Piccirilli
New Orleans,Louisiana
Summary
Dynamic Life Insurance Agent with Globe Life: American Income Division, skilled in insurance policy analysis and customer relationship management. Proven track record in nurturing client relationships and ensuring regulatory compliance. Adept at premium calculation and assessing client needs, consistently exceeding performance benchmarks while delivering exceptional service.
Overview
5
5
years of professional experience
Work History
Life Insurance Agent
Globe Life: American Income Division
Metairie, LA
12.2023 - Current
- Assisted customers in selecting the right life insurance coverage for their needs.
- Ensured compliance with all applicable laws when issuing policies or making recommendations.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Pursued continued professional development through insurance workshops, course and webinars.
- Nurtured relationships with potential clients through regular communication and engagement.
- Performed administrative tasks such as filing paperwork or updating databases.
- Monitored policy renewals and contacted clients to discuss renewal options and changes.
- Analyzed clients' financial situations to propose solutions that align with their long-term goals.
- Utilized CRM software to manage client data and sales activities efficiently.
- Communicated with clients to understand needs and identify best policies for each case.
- Provided leadership and training for new agents regarding industry best practices and company policies.
Sales Associate
SelectQuote
New Orleans, LA
11.2022 - 12.2023
- Addressed and resolved customer product complaints empathetically and professionally.
- Gathered and verified all required customer information for tracking purposes.
- Accurately documented, researched, and resolved customer service issues.
- Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
- Referred unresolved customer grievances to designated departments for further investigation.
- Met or exceeded service and quality standards every review period.
Call Center Agent
Digital Media Solutions
Memphis, TN
07.2020 - 11.2022
- Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations, and resolving problems to maximize efficiency.
- Met or exceeded call speed, accuracy, and volume benchmarks on a consistent basis.
- Maintained strong call control and quickly worked through scripts to address problems.
- Taught agents successful strategies for positively influencing customer experiences, maintaining control of call flow, and de-escalating conflicts.
- Assisted over 500 callers per week in a fast-paced environment.
Education
BBA - Marketing And Sociology
The University of Memphis
Memphis, TN12-2016
Skills
- Insurance policy analysis
- Regulatory compliance
- Customer relationship management
- Premium calculation
- Client needs assessment
- CRM software usage
Timeline
Life Insurance Agent
Globe Life: American Income Division
12.2023 - Current
Sales Associate
SelectQuote
11.2022 - 12.2023
Call Center Agent
Digital Media Solutions
07.2020 - 11.2022
BBA - Marketing And Sociology
The University of Memphis
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