
Dynamic account manager in the insurance sector with extensive expertise in sales, financial management, and client services. Licensed in Wisconsin for Property and Casualty, Life and Annuities, Sickness, Accident, and Health insurance, demonstrating a proven track record of fostering strong client relationships. A former college athlete exemplifying a robust work ethic, discipline, and a collaborative spirit, ensuring success in team-oriented environments. Multilingual capabilities enhance communication across diverse settings, complemented by quick learning ability and adaptability that consistently drive results.
● Assists managing a portfolio of around 4,000 personal and commercial insurance clients, providing tailored coverage solutions and ensuring high client satisfaction.
● Prepare and present competitive quotes from multiple insurance carriers, matching clients with optimal coverage at the best rate.
● Close new business by effectively explaining policy options, coverage benefits, and pricing, contributing to monthly sales targets.
● Serve as the first point of contact for inbound clients and prospect phone calls, delivering prompt and professional service.