Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Accomplishments
References
Timeline
Hi, I’m

Grady Lloyd

Ponte Vedra,FL
Grady Lloyd

Summary

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Focused on building long-term relationships and develop strategic plans to aid clients with coverage needs. Goal-driven Insurance Broker excited to leverage persuasive communication abilities, strong closing skills and 8 years' of experience to exciting new role. Successful at taking advantage of sales opportunities and enabling office growth.

Overview

8
years of professional experience
1
Certification

Work History

Self Employed
Ponte Vedra, FL

Insurance Broker
09.2023 - Current

Job overview

  • Conduct market research to identify competitive rates for clients.
  • Assess client risk profiles and recommended appropriate coverage plans.
  • Negotiate with underwriters to secure favorable terms on behalf of clients.
  • Provide advice to customers on insurance-related matters.
  • Educate Clients on Fully Insured and Level Funded options.
  • Familiar with BSWIFT software platform.
  • Building relationships with external parties, such as carrier Reps and vendors.

Member Benefits
Jacksonville , Florida

Group Benefits Counselor
10.2019 - 09.2023

Job overview

  • Developed and implemented sales strategies to increase market share of insurance products.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Provided assistance with billing inquiries, payment processing, and customer service issues.
  • Advised clients on their insurance needs and coverage options based on individual requirements.
  • Identified opportunities for cross-selling additional policies or services to existing customers.
  • Participated in industry events such as conventions, seminars, workshops.
  • Conducted in-person meetings or Zoom calls with potential clients to present insurance policies and answer questions.

Bankers Life Insurance
Jacksonville, FL

Unit Field Trainer
02.2016 - 09.2019

Job overview

  • Coached new agents with ride alongs providing positive feedback after appointment.
  • Organized and facilitated classroom workshops, and one-on-one coaching sessions.
  • Analyzed data from pre-and post-training assessments to measure effectiveness of training programs.
  • Facilitated group discussions between participants to promote active engagement in learning activities.
  • Generated leads through cold calling, networking, referrals, and other marketing initiatives.
  • Provided advice on financial planning and insurance needs.
  • Prepared presentations outlining product features, benefits, pricing plans.
  • Ensured that all required documents were properly filled out before submission.

Education

Glenville State College
Glenville, WV

Behavioral Science from Psychology & Sociology
12.1995

University Overview

  • Football Scholarship Recipient (MLB)
  • Team Defensive Captain

Skills

  • Small Group & Large Group Benefit Solutions
  • Level Funded
  • Fully Insured
  • Ancillary
  • ACA Health Insurance
  • Medicare
  • Life Insurance (Term & Universal Life)
  • Excellent Communication Skills
  • Cold Calling
  • Relationship Development Skills
  • Sales Presentations
  • Skilled Negotiator
  • Financial Products Knowledge
  • Complaint Handling and Resolution

Certification

  • 215 life, Health & Annuities

Affiliations

  • I enjoy Golf
  • I enjoy going to the gym
  • I enjoy coaching my 12 year old daughters softball team.

Accomplishments

Rewarded with annual trips by hitting annual goals through Bankers Life.

References

References available upon request.

Timeline

Insurance Broker

Self Employed
09.2023 - Current

Group Benefits Counselor

Member Benefits
10.2019 - 09.2023

Unit Field Trainer

Bankers Life Insurance
02.2016 - 09.2019

Glenville State College

Behavioral Science from Psychology & Sociology

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Grady Lloyd