Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
12
12
years of professional experience
Work History
Supervising Agent
Globe Life
08.2020 - Current
Proficient in presenting and explaining insurance products and benefits packages effectively over Zoom.
Skilled in completing insurance product applications with precision and attention to detail.
Experienced in managing the necessary tasks to facilitate client approval for coverage by collaborating with underwriters.
Demonstrated ability to lead and manage a team of agents, fostering a collaborative and productive work environment.
Actively participated in optional meetings and training classes to stay updated on industry developments.
Committed to personal growth and development within the insurance industry, with a goal of advancing into leadership or management positions.
Account Manager
AssuredPartners
06.2017 - 07.2020
Develop complete client information and applications for new and renewal business under the direction of the Producer, Senior Account Executive, or Account Executive.
Process change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested.
Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
Educated clients on new products or services to increase customer engagement.
Facilitated client satisfaction and renewed customer relations to drive growth.
Contributed to team objectives in fast-paced environment.
Maintained current knowledge of evolving changes in marketplace.
Customer Sales Representative
Ameridial
12.2011 - 12.2015
Assisted call-in customers with questions and orders.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Resolved concerns with products or services to help with retention and drive sales.
Educated customers on promotional options, sales policies and methods for obtaining desired results from company offerings.
Education
Property & Casualty, Life And Health License - Insurance
Hondros College of Business
Ohio
2016
Skills
Critical Thinking
Personnel Recruitment
Strong Communication Abilities
Contract Negotiation Expertise
Ability to Learn Quickly
Superb Knowledge Retention
Problem-Solving Skills
Time Management
Closing Sales
Insurance Coverage Verification
Closing Sales
Supervision
Timeline
Supervising Agent
Globe Life
08.2020 - Current
Account Manager
AssuredPartners
06.2017 - 07.2020
Customer Sales Representative
Ameridial
12.2011 - 12.2015
Property & Casualty, Life And Health License - Insurance
Hondros College of Business
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