George Bowman
Hawthorne,CA
Summary
Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.
Overview
27
27
years of professional experience
Work History
Senior Insurance Advisor
Difebo and Associates
Westlake Village, CA
01.1999 - Current
- Analyzed customer needs, identified suitable insurance policies and provided advice on coverage options.
- Negotiated contracts with new clients, ensuring terms were in the best interest of both parties.
- Conducted market research to identify industry trends and competitive analysis of products.
- Managed a team of junior advisors, providing guidance and mentorship.
- Performed financial analysis to determine premium rates based on risk assessment criteria.
- Collaborated with other departments within the organization to ensure compliance with regulations.
- Advised customers on investment opportunities associated with their insurance plans.
- Educated clients on different types of coverage available including life, health and property damage protection.
- Attended conferences and seminars related to the insurance industry to stay current on developments.
- Created customized presentations for potential clients highlighting advantages of working with company.
- Exceeded company sales goals for new policies.
- Pursued continued professional development through insurance workshops, course and webinars.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
Insurance Agent
Life Investors Insurance Company Of America
Los Angeles, CA
06.1998 - 01.2000
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Education
Bachelor of Arts - Business Administration And Management
University of Chicago
Chicago, IL06-2007
Skills
- Conflict Resolution Techniques
- Marketing Strategy Development
- Strong Analytical Skills
- Strategic Planning Abilities
Accomplishments
- In the year 2000, I was recognized and awarded the top selling agent for life Investors Insurance Company of America for the entire nation.
Timeline
Senior Insurance Advisor
Difebo and Associates
01.1999 - Current
Insurance Agent
Life Investors Insurance Company Of America
06.1998 - 01.2000
Bachelor of Arts - Business Administration And Management
University of Chicago
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