Gerard Robles
Norwalk
Summary
Result-driven insurance producer with over 10 years of experience in sales, client relationship management and insurance solutions. Adept at driving revenue growth, optimizing client acquisition, retention and delivering tailored personal and commercial coverage solutions.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Insurance Producer
Allstate Joseph Aquino Agency
05.2015 - Current
- Manage all the SALES AND SERVICE OPERATION OF THE AGENCY
- Managed a diverse portfolio of clients, providing expert consultation on life, auto, home, and business insurance products
- ·Conducted needs assessments and delivered tailored insurance solutions, ensuring clients receive coverage suited to their specific circumstances.
- Built and maintained relationships with existing clients, fostering loyalty and ensuring client retention.
- Increased customer engagement 25% and satisfaction rating from 3.9 to 4.8
- Increased Agency producibility by 30% in one year
Licensed Financial Specialist
TD Bank
04.2014 - 05.2015
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Provide advice on retirement planning closely worked with a financial advisor and mortgage consultant.
- Setting up checking and investment products
Education
No Degree - Criminal Justice
John Jay College of Criminal Justice
New York, NY01-2004
Skills
- Risk Management
- Client service
- Fundamental analysis
- Insurance product expertise
- Sales and Lead Generation
- Cold calling
- Needs Assessment and Consultative Selling
- Client Retention Strategies
- Cross-selling and Upselling
- Nurturing center of influences
Certification
- Life and Health Insurance License - CT Department of Insurance.
- Property and Casualty License - CT Department of Insurance.
Languages
Tagalog
Native or Bilingual
Timeline
Licensed Insurance Producer
Allstate Joseph Aquino Agency
05.2015 - Current
Licensed Financial Specialist
TD Bank
04.2014 - 05.2015
No Degree - Criminal Justice
John Jay College of Criminal Justice
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