George Abdella IV
Charlton,MA
Summary
Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Insurance Producer/ Portfolio Manager
Dealers Insurance Partners
07.2022 - Current
- Proficient in EPIC
- Produced and processed necessary documents for vehicle registration
- Met with customers to provide information about available products and policies
- Generated quotes and proposals for clients to match individual needs
- Developed strong referral network in community to raise awareness and increase sales opportunities
- Registered customer information on database to enable tracking history and maintain accurate records
- Identified potential new customers through cold-calling and networking activities.
- Created detailed reports outlining sales activity, customer feedback, and other data points.
- Updated customer profiles with current information regarding contact details or policy changes.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
- Educated clients on insurance policies and procedures
- Finalized sales and collected necessary deposits
- Developed sales strategies to increase sales of insurance policies
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling
- Followed up promptly with interested clients to close sales
- Solved customer challenges by offering relevant products and services.
Insurance Producer/ Portfolio Manager
Bruce Strothers State Farm
04.2021 - 02.2022
- Proficient in CRM and NECHO
- Customer service and upselling proper products in the proper situations
- Created Facebook posts and ads to create free business
- Created procedure and tables to help keep track of all information 35k/MO AVG premium.
- Processed payments from customers according to established procedures.
- Attended conferences and seminars related to the industry in order to stay abreast of developments.
- Advised clients on industry standards, legal requirements, and best practices in the field of insurance.
- Participated in team meetings to discuss strategies for meeting goals.
- Followed up with existing customers to ensure satisfaction and renewals of policies.
- Prepared accurate quotes for prospective clients based on their individual needs.
Data Entry
Karl Storz
08.2018 - 12.2019
- Entered data for incoming endoscopes delivery
- Delivered endoscopes to desired area
- Organized Endoscopes by computer code.
- Performed data entry for tracking product development progress.
- Verified accuracy of data entry into databases.
- Performed data entry into company database systems.
- Verified accuracy of incoming shipments against purchase orders.
- Assembled orders according to customer requests.
- Followed established guidelines for picking orders accurately.
- Inspected incoming shipments for damage or discrepancies.
Newspaper Salesperson
Southbridge Evening News
Southbridge, MA
07.2011 - 01.2012
- Created content for print ads, radio spots, and digital media campaigns.
- Attended industry events to network with potential customers.
- Established partnerships with businesses to increase circulation of the newspaper.
- Assisted in the design of promotional materials such as flyers and posters.
- Maintained customer relationships by providing excellent customer service.
- Sold print and digital marketing solutions for publications and associated online channels.
Printing Press Operator
Southbridge Evening News
Southbridge, MA
12.2009 - 07.2011
- Operated printing press to produce printed materials, including brochures, newsletters, and business cards.
- Monitored ink levels and replenished supply when necessary.
- Troubleshot mechanical problems with printing press components such as rollers and cylinders.
- Checked finished product against original copy or proof sheets to ensure accuracy of colors, text, and images.
- Conducted daily safety inspections to identify potential hazards or malfunctions in equipment.
- Inspected all material for defects prior to running job on press.
- Calibrated various controls on the machine periodically to maintain consistent output results.
- Set up plates into the cylinder based on customer specifications or job order requirements.
- Loaded large rolls of paper onto feeder system in preparation for production runs.
- Stacked completed jobs onto pallets according to shipping instructions provided by customer or supervisor.
Combat Medic (68W)
United States Army
San Antonio, TX
07.2007 - 10.2009
- Monitored vital signs such as pulse rate, blood pressure level, temperature of injured personnel during transport to ensure they remain stable until they reach the hospital.
- Stocked supplies and maintained an inventory of all medicines used during operations.
- Provided routine medical services such as dressing changes and suture removal for wounded soldiers.
- Responded quickly to calls for assistance from fellow medics stationed at remote locations who needed help treating casualties or managing mass casualties situations.
- Participated in various training sessions related to combat medicine topics such as disaster preparedness planning, triage management.
- Educated military personnel about disease prevention measures like proper hygiene practices.
- Assessed and treated acute illnesses, injuries, and wounds while providing emergency care to patients in the field.
- Administered intravenous fluids or injections when necessary to treat patients.
Education
High school diploma -
Bay Path Regional Vocational Technical High School
Charlton, MASkills
- Due Diligence
- Policy Adjustment
- New Policy Quotations
- Market Understanding Knowledge
- Lead Prospecting
- Client Relationship
- Account Management
- Sales Quota Achievement Management
- Operational Efficiency
- Persuasive Negotiations
- Exposure Management
- Professional Relationships
- Customer Service
- Presentation Skills
- Account Retention
- Agency Management
- Cross-Functional
- Policy Management System 360 Collaboration Expertise
- Insurance Sales
- Developing Proposals
- Product Knowledge
- Property and Casualty
- Client Relations
- Licensing Requirements Insurance Sales
- Production Goals
- Call Center Customer Service
Certification
- Property and casualty license
- Life and disability license
Timeline
Insurance Producer/ Portfolio Manager
Dealers Insurance Partners
07.2022 - Current
Insurance Producer/ Portfolio Manager
Bruce Strothers State Farm
04.2021 - 02.2022
Data Entry
Karl Storz
08.2018 - 12.2019
Newspaper Salesperson
Southbridge Evening News
07.2011 - 01.2012
Printing Press Operator
Southbridge Evening News
12.2009 - 07.2011
Combat Medic (68W)
United States Army
07.2007 - 10.2009
High school diploma -
Bay Path Regional Vocational Technical High School
Similar Profiles
Kimberly ColclazierKimberly Colclazier
Office Claims Representative at Grain Dealers Mutual Insurance CompanyOffice Claims Representative at Grain Dealers Mutual Insurance Company
Madison LongMadison Long
Account Manager-Employee Benefits at Assured Partners InsuranceAccount Manager-Employee Benefits at Assured Partners Insurance
Mark JoerinMark Joerin
Insurance Representative at Elite Insurance Partners (EIP)Insurance Representative at Elite Insurance Partners (EIP)
Carmen L. LopezCarmen L. Lopez
Mixed Supervisor/Hearing Liaison at Department of Transitional AssistanceMixed Supervisor/Hearing Liaison at Department of Transitional Assistance
Catelin SweeneyCatelin Sweeney
Customer Reliability Supervisor at SpectrumCustomer Reliability Supervisor at Spectrum