Jonathan Field

Self-employed

06.2016 - Current

Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Calculated quotes and educated potential clients on insurance options.
Called potential clients to set up appointments according to mutual availability.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Evaluated accuracy and quality of data entered into agency management system.
Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
Reported policy changes and company conditions affecting customer satisfaction.
Adhered to health and prescription insurance products, delivery systems, and claims systems.
Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Met with prospective customers and business owners in homes, businesses, and other settings.
Sold Personal and Commercial insurance policies to new and existing customers.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.