Janell Casteel
Phoenix,AZ
Summary
Dynamic FIX N FLIP CONSULTANT with a proven track record at Red Phoenix Consulting, enhancing client engagement and market penetration by over 30%. Expert in business planning and client rapport, adept at transforming customer needs into lucrative opportunities through strategic industry knowledge and persuasive business presentations.
Overview
3
3
years of professional experience
1
1
Certification
Work History
FIX N FLIP CONSULTANT
Red Phoenix Consulting
Phoenix
09.2024 - Current
- Identified needs of customers promptly and efficiently.
- Implemented strategies to take advantage of new opportunities.
- Monitored operations and reviewed records and metrics to understand company performance.
- Organized client meetings to provide project updates.
- Facilitated training sessions for new employees on company policies and procedures.
Life Insurance Agent
American National Insurance Company
Tempe, AZ
03.2024 - 09.2024
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Resolved customer issues in a timely manner while providing excellent customer service.
- Performed administrative tasks such as filing paperwork or updating databases.
- Customized insurance policies to meet the specific needs and financial goals of clients.
- Upsold products to policyholders and potential new clients.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Stayed current with life insurance market trends and regulatory changes.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Achieved repeat business and referrals through personalized services.
- Calculated premiums and established payment methods.
- Reviewed existing contracts to make sure they are compliant with state regulations.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Conducted policy reviews to identify opportunities for additional coverage or adjustments.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Counseled prospects and policyholders on coverage, limits and regulations.
Account Manager, Inside Sales
Enhanced Payment Systems
Phoenix, AZ
01.2022 - 01.2024
- Negotiated pricing and contracts with customers.
- Reported sales metrics to senior management and suggested improvements that could be made to increase the value of collateral.
- Lead inside sales meetings to outline projected goals and marketing campaigns.
- Performed regular follow-up calls to ensure customer satisfaction levels remain high.
- Enhanced sales volume through skilled support to both new and inactive customers.
- Conducted customer outreach activities to build relationships with clients.
Education
GED -
Maricopa Community Colleges, Glendale Community College
Glendale, AZ02-1996
Skills
- Business presentation
- Reporting writing
- Assessments
- Business planning
- Industry knowledge
- Go-to-market strategies
- Client rapport
- Verbal and written communication
- Client engagement
- Market penetration
- Cost analysis
- Time management
- Team collaboration
- Sell services
- Proposal development
- Analysis & evaluation
- Public speaking
Certification
I am Licensed in Health & Life for the state of Arizona
Timeline
FIX N FLIP CONSULTANT
Red Phoenix Consulting
09.2024 - Current
Life Insurance Agent
American National Insurance Company
03.2024 - 09.2024
Account Manager, Inside Sales
Enhanced Payment Systems
01.2022 - 01.2024
I am Licensed in Health & Life for the state of Arizona
GED -
Maricopa Community Colleges, Glendale Community College
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