Jasmine Sanders
Customer Service
Smithfield,NC
Summary
Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.
Overview
3
3
years of professional experience
Work History
Life Insurance Sales Agent
Senior Life Insurance Company
Thomasville, GA
08.2023 - Current
- Developed and implemented sales strategies to increase life insurance sales.
- Created customer profiles and analyzed their needs to recommend appropriate life insurance products.
- Negotiated with prospective customers to close deals for life insurance policies.
- Conducted regular reviews of existing policies, identified gaps in coverage, and offered solutions.
- Maintained knowledge of industry trends, regulations and best practices in order to provide accurate advice.
- Assisted clients in completing applications and other paperwork related to policy purchases or changes.
- Provided comprehensive information on the features, benefits and risks associated with various life insurance plans.
- Attended conferences, seminars, networking events and webinars to build relationships with potential customers.
- Coordinated with underwriters and actuaries to ensure timely processing of applications.
- Identified cross-selling opportunities by analyzing customer portfolios.
- Cultivated relationships with existing customers through follow-up calls or emails.
- Participated in team meetings to discuss strategies for meeting organizational objectives.
- Offered policy guidance and management to promote asset protection.
- Upsold products to policyholders and potential new clients.
Licensed Life Insurance Agent
Innovative Financial Group
Wilmington, NC
12.2020 - 05.2023
- Answer Inbound and Outbound Calls, Assisting clients with Life Insurance Products through varies carriers, Maintaining a well balanced book of business, Working through a CRM database, Working over 40 hours per week, Working remotely, Paid on Commission.
- Developed and implemented sales strategies to increase customer base for life insurance products.
- Conducted market research to identify potential customers and develop marketing plans accordingly.
- Analyzed client needs, recommended appropriate life insurance policies, and provided product information to clients.
- Established relationships with new clients by conducting in-person meetings and phone calls.
- Communicated with clients to understand needs and identify best policies for each case.
- Developed appropriate quotes based on risk information.
- Achieved repeat business and referrals through personalized services.
- Contacted prospective customers to present information and explain available services.
- Assisted clients with policy changes or questions regarding their existing life insurance policies.
- Calculated premiums and established payment methods.
Education
GED -
Skills
- Insurance Sales
- Computer literacy
- Customer service
- Cold calling
- Salesforce
- Insurance Sales Strategy
- Customer Retention
- Account Management
- Customer Needs Assessment
- Carrier Relations
- Sales Quota Achievement
- Consultative Sales Techniques
- Product Knowledge
- CRM Tracking
- Lead Prospecting
Certification
CDL
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There’s no reality except the one contained within us. That’s why so many people live an unreal life. They take images outside them for reality and never allow the world within them to assert itself.
Hermann Hesse
Timeline
Life Insurance Sales Agent
Senior Life Insurance Company
08.2023 - Current
Licensed Life Insurance Agent
Innovative Financial Group
12.2020 - 05.2023
GED -
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