Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Gregory Trappier

Durham,NC

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.

Overview

20
20
years of professional experience

Work History

Producing Agent

AAI/Leavit Group
Durham, N.C
10.2018 - Current
  • Assisted in the development of new clients and service existing business.
  • Analyzed data from previous projects in order to identify areas for improvement.
  • Attended industry events to promote projects or scout new talent.
  • Developed and maintained relationships with clients, agents and staff.
  • Assisted clients in understanding complex policy terms and conditions.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Developed appropriate quotes based on risk information.

Managing Agent

Payless Insurance Agency
Durham, N.C
09.2004 - 01.2012
  • Excellent communication skills, both verbal and written.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Resolved problems, improved operations and provided exceptional service.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Developed and implemented business strategies to achieve business goals and stay competitive.

Managing Agent/Owner

Reippart Insurance Agency
Durham, NC
02.2013 - 10.2018
  • Advised customers about new products and assisted customers in determining best insurance product for needs.
  • Informed clients of policies and procedures.
  • Promoted current insurance marketing campaigns and promotions.
  • Handled and promptly resolved customer complaints to maintain professional relationships.
  • Called prospective clients in market area to explain products offered and qualify leads.

Education

Bachelor of Arts - Business Administration/ Phsycology

Johnson C.Smith University
Charlotte, NC
05-1988

Skills

  • Financial Acumen
  • Sales strategy development
  • Marketing knowledge
  • Customer Engagement
  • Client Prospecting
  • Account Management
  • Policy sales
  • Service Marketing
  • Clientele Development
  • Lead Development
  • Life Insurance Sales
  • Insurance Eligibility
  • Customer Referrals

Affiliations

Coach adult league and teen league basketball,Board of Future Educators of America NCCU co founder,Servants Of The Youth S.O.Y co founder inner city outreach to change education standards.

Timeline

Producing Agent

AAI/Leavit Group
10.2018 - Current

Managing Agent/Owner

Reippart Insurance Agency
02.2013 - 10.2018

Managing Agent

Payless Insurance Agency
09.2004 - 01.2012

Bachelor of Arts - Business Administration/ Phsycology

Johnson C.Smith University

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Gregory Trappier