Herbert Emile
PALM BAY,FLORIDA
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
10
10
years of professional experience
Work History
Insurance Agent
American Income Life Insurance Company
04.2023 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Utilized CRM software to manage client relationships.
Business Owner
Express Tax 1 Services LLC
08.2014 - Current
- Prepared bank deposits and handled business sales, returns and transaction reports.
- Consulted with customers to assess needs and propose optimal solutions.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
- Trained and motivated employees to perform daily business functions.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Conducted target market research to discover customer needs and analyze competitor trends.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Real Estate Agent
The Real Brokerage
06.2013 - Current
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated, facilitated, and managed real estate transactions.
- Communicated with clients to understand property needs and preferences.
- Maintained connections with clients to encourage repeat business and referrals.
- Presented purchase offers to sellers for consideration.
- Advised clients on market conditions and property value for informed decision-making.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
- Reviewed market research data and changed sales plans accordingly.
- Conducted comprehensive market analysis to identify opportunities for investors.
- Marketed and sold property for clients by hosting open houses and advertising online and in print.
- Liaised between buyers and sellers to provide positive experiences for both parties.
- Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
- Reviewed and executed confidential documents, contracts and disclosures.
Education
Bachelor of Science - Criminal Justice
Everest University - Tampa
Tampa, FL06.2008
Skills
- Email Marketing
- Claims Reporting Systems
- Agent Support
- Private Sectors
- Life Insurance
- Business Planning
- Final Expense Insurance
- Financial Needs Assessment
- Oral and Writing Communication
Languages
creole
Native or Bilingual
Timeline
Insurance Agent
American Income Life Insurance Company
04.2023 - Current
Business Owner
Express Tax 1 Services LLC
08.2014 - Current
Real Estate Agent
The Real Brokerage
06.2013 - Current
Bachelor of Science - Criminal Justice
Everest University - Tampa
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