Insightful Insurance Sales Agent bringing 4 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
6
6
years of professional experience
Work History
Life Insurance Agent
Symmetry Financial Group
09.2022 - Current
Maintained high standards of customer service by building relationships with clients.
Analyzed customers' financial situations to recommend appropriate life insurance policies.
Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Educated clients on insurance policies and procedures.
Met with customers to provide information about available products and policies.
Analyzed customer needs to provide customized insurance solutions.
Licensed Insurance Agent
AWL
05.2020 - 09.2021
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.
Insurance Agent
American Senior Benefits
07.2019 - 03.2020
Customer Service Needs analysis Problem Solving if clients have questions or concerns Present and sell insurance policies to new and existing clients Develop and calculate suitable plans based on clients' needs Comply with insurance standards and regulations
Sales Representative
TCB Elite Fleet Inc
02.2018 - 08.2019
Customer Service Roof and Home Inspection Helping the client thru the Insurance process to get repairs done Sales