James Lewis
Baltimore,MD
Summary
Successful and seasoned Insurance agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Allstate Insurance Co
02.1997 - Current
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns
- Provided coverage option information to assist clients in protecting assets
- Obtained underwriting approval by completing application for coverage
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices
Education
No Degree - General Studies
Essex Community College
Baltimore, MDSkills
Sales and service of Auto,Home , Motorcycle , Boat and Life Insurance policies
Certification
State of Maryland Insurance License
Timeline
Licensed Insurance Agent
Allstate Insurance Co
02.1997 - Current
No Degree - General Studies
Essex Community College
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