Harrison Wolfe
Manhattan,NY
Summary
Licensed insurance professional for over 5 years with proven expertise in policy sales, client relationship management, and risk assessment. Skillful in navigating complex insurance products and regulations, ensuring clients receive optimal coverage. Strong focus on team collaboration, adaptability, and achieving measurable results in dynamic environments. Recognized for excellent communication, analytical thinking, and problem-solving abilities.
Personable and driven with solid understanding of insurance principles and ability to quickly adapt to new environments. Possesses strong grasp of risk assessment and policy management, with proficiency in customer relationship management and sales techniques. Committed to delivering exceptional service and effectively addressing clients' insurance needs.
Overview
4
4
years of professional experience
Work History
Licensed Insurance Agent
Allstate
01.2025 - Current
- Developed customized insurance solutions based on client needs and risk assessments.
- Educated clients on policy options, ensuring informed decision-making and satisfaction.
- Managed claims processing, facilitating timely resolutions and maintaining client trust.
- Collaborated with underwriters to assess risk factors and optimize policy offerings.
- Trained junior agents on compliance standards and effective sales techniques.
- Implemented strategies to enhance customer retention and boost referral rates.
Relationship Banker
JPMorgan Chase
01.2024 - 2025
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Assisted clients in achieving financial goals by recommending suitable products and services based on their needs.
- Boosted sales of investment products by conducting financial needs assessments and recommending suitable options.
- Exceeded personal sales goals consistently, contributing significantly towards the branch''s overall success.
- Developed strong client relationships through consistent follow-ups and personalized banking advice.
Relationship Banker
Santander Bank Us
02.2022 - 01.2024
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Managed clients in achieving financial goals by recommending suitable products and services based on their needs.
- Managed multiple clients accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
Education
BBA - Business Management
Hostos Community College of The City University of New York
05.2015
Skills
- Risk Management
- Product Knowledge
- Client Account Management
- Policy Adjustment Knowledge
- Loss Analysis
- Operational Efficiency
- Asset Protection
- Contract Review and Analysis
- Professional Relationships
- Production Goals
- Team Training
- CRM Tracking
Timeline
Licensed Insurance Agent
Allstate
01.2025 - Current
Relationship Banker
JPMorgan Chase
01.2024 - 2025
Relationship Banker
Santander Bank Us
02.2022 - 01.2024
BBA - Business Management
Hostos Community College of The City University of New York
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