Gregory A. Leznevich L.I.A.,C.B.C.
Hypoluxo,Florida
Summary
Results-driven Life Insurance Sales Representative with established success in developing relationships and closing sales. Experience includes identifying client needs, offering suitable insurance options, and assisting customers throughout the sales process. Strengths encompass strong communication skills, customer service, product knowledge, and relationship building. Previous roles demonstrate significant impact on business growth through commitment to meeting targets and maintaining high levels of customer satisfaction.
SEE MY BIO : www.gregoryaleznevich.com
Overview
28
28
years of professional experience
1
1
Certification
Work History
Executive Life Insurance Sales
Assurance/Prudential
Miami, Florida
05.2019 - 08.2023
- Developed sales strategies to increase customer base and maximize profits.
- Maintained accurate records of client contact information and policy details.
- Created detailed presentations for prospective clients outlining the benefits of life insurance policies.
- Negotiated terms and conditions of new contracts with clients.
- Analyzed market data to identify areas for growth opportunities in the life insurance sector.
- Provided customer service support, including responding to inquiries, resolving complaints, and providing product advice.
- Gave presentations at local community centers to educate people on the importance of life insurance coverage.
- Researched competitive products offered by other companies in order to remain competitive in the marketplace.
- Assisted customers in selecting appropriate life insurance policies based on their individual needs.
- Collaborated with marketing team members to create promotional campaigns that highlighted different types of life insurance policies.
- Prepared monthly reports summarizing sales activities and progress towards goals.
- Contributed ideas for improving processes related to selling life insurance products.
- Managed a portfolio of existing customers while cultivating new business prospects.
- Utilized digital tools such as CRM software systems to track customer interactions and manage leads.
- Facilitated communication between underwriters and policyholders throughout the application process.
- Organized seminars or webinars about various topics related to life insurance products.
- Responded promptly to customer inquiries regarding pricing, features, availability.
- Ensured compliance with all applicable laws governing the sale of life insurance products.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Upsold products to policyholders and potential new clients.
- Offered policy guidance and management to promote asset protection.
- Exceeded company sales goals for new policies.
- Pursued continued professional development through insurance workshops, course and webinars.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Conducted periodic reviews of clients' insurance needs, suggesting updates or upgrades to policies where necessary.
- Utilized CRM software to track leads, customer interactions, and sales progress efficiently.
- Facilitated policy renewals, ensuring clients' coverage needs were continuously met.
- Conducted comprehensive needs analysis to offer appropriate insurance products, including life, health, and property insurance.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed appropriate quotes based on risk information.
Executive Vice President
Capitsal Solutions Inc.
Ronkonkoma, NY
04.1995 - 01.2015
- Developed and implemented strategies to maximize organizational efficiency and profitability.
- Conducted regular meetings with board members, senior management and other stakeholders to discuss progress and future initiatives.
- Led the recruitment of top-level executives for various departments within the organization.
- Ensured compliance with all relevant government regulations and policies.
- Negotiated contracts with vendors, suppliers, customers and partners.
- Managed financial resources in order to achieve optimal budget performance.
- Directed corporate communications efforts across multiple channels including print, digital, social media, radio and television.
- Analyzed market trends and customer feedback to identify potential business opportunities.
- Oversaw the development of new products or services from concept through launch.
- Partnered with marketing team to develop campaigns that increase brand awareness.
- Monitored competitive landscape to ensure competitive positioning in marketplace.
- Established key performance indicators to measure success of projects or initiatives.
- Provided guidance on strategic decisions to ensure objectives are met.
- Mentored junior staff members on best practices related to operations management.
- Reviewed reports produced by internal teams regarding operational performance metrics.
- Created annual budgets based on expected revenue projections and expenses.
- Identified areas for improvement in processes or procedures related to organizational goals.
- Coordinated cross-functional teams for successful execution of projects or initiatives.
- Engaged in external partnerships that support company objectives and growth plans.
- Facilitated executive level decision making when needed by providing timely analysis of data points.
- Represented the organization at industry events, conferences or trade shows as required.
- Attended various meetings, trade shows and conferences and represented company at events.
- Cultivated and maintained industry relationships and customer partnerships to capitalize on opportunities and maximize business success.
- Implemented organization's overall mission and vision and assessed employees' job satisfaction in workplace.
- Collaborated with several top clients on various issues.
- Delivered speeches and attended industry conferences to promote company image and engage with buyers.
- Collaborated with team in interviewing and nomination of departmental managers process.
- Supported talented sales team and base of independent contractors through competent leadership and insight.
- Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
- Formulated strategic financial plans for projects to guarantee increase in revenue and decrease in costs.
- Maintained records to account for significant amounts in assets.
- Developed and implemented strategic plans to achieve company objectives.
- Created program to promote new managers from within, leading to cohesive leadership structure.
- Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
- Implemented strategic offerings to enhance company's suite of products and services.
- Hired, trained, and mentored staff members to maximize productivity.
- Oversaw technological improvements, successfully reducing waste and eliminating business bottlenecks.
- Developed long-range plans for business growth, resulting in increase in annual sales.
Education
Associate of Arts - BUSINESS/MUSIC
UNKC
MISSOURI05-1979
Skills
- Performance Tracking
- Building rapport
- Needs Assessment
- Referral Generation
- Customer Retention
- New Business Development
- Customer Needs Assessment
- Email Marketing
- Account Management
- Insurance sales strategy
- Team training and development
- Customer Service
- Marketing
- CRM Tracking
- Proposal Preparation
- Policy adjustment knowledge
- Carrier Relations
- Client Retention
- Client Account Management
- Sales Quota Achievement
- Policy analysis
- Product Knowledge
- Consultative Sales Techniques
Certification
- VISIT www.gregoryaleznevich.com to see over 30 years of achievements in the business world
Affiliations
- see www.gregoryaleznevich.com
Timeline
Executive Life Insurance Sales
Assurance/Prudential
05.2019 - 08.2023
Executive Vice President
Capitsal Solutions Inc.
04.1995 - 01.2015
Associate of Arts - BUSINESS/MUSIC
UNKC
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