Summary
Overview
Work History
Education
Skills
Accomplishments
Active Licenses
Timeline
Generic
Karyn C. Swann

Karyn C. Swann

Independent Insurance Agent
MD

Summary

To work in a stimulating position that offers the opportunity to utilize my background and experience in Sales, Marketing, Presentations and Client Services

Services QUALIFICATIONS

15 years Independent Agent sales experience in the Insurance industry (Supplemental, Life, Final Expense)

Six years Sales Management experience in the Insurance industry

Three years experience in the Telesales Market

Sales Closing Ratio Average Sit Appointments 70% Career

Client Retention Average 77% Career

Twelve years Investment Broker experience

Fourteen years Investment Broker house account maintenance experience in the Insurance industry

Capacity to rapidly acquire new skills and knowledge

Recognized and Rewarded as a Top Producing agent in each insurance industry opportunity

Self-motivated, well organized, detail orientation

Ability to work in a fast paced multi-tasking environment

Identifies and utilizes effective problem solving skills and techniques

Ability to communicate effectively with management, co-workers and clients

Ability to hire, train, motivate and manage others

Experience and recognition for quality client service relations

Overview

26
26
years of professional experience

Work History

Independent Insurance Agent

The Stover Group (Remote Sales) - 40 State Appts
Alpharetta, GA
08.2021 - Current
  • Remote Sales Final Expense Agent
  • Solicit Final Expense policies in 40 States
  • Top Producing Platform Agent ($20K+ AP Mth Avg)

Life and P&C Insurance Agent

Kemper Financial
Baltimore, MD
02.2020 - 08.2021
  • Solicit Renter's Policies - Manage Agency Collection of Life & Renters Premium [Monthly Premium Collection $17, 200]
  • Solicit Final Expense and Life Policies; Collected Monthly Premiums

Independent Insurance Agent

Assurance (Remote Sales) - 30 State Appts
01.2018 - 01.2020
  • Remote Sales Life Insurance Agent
  • Solicit Final Expense policies in 30 States
  • Top Producing Platform Agent

Independent Insurance Agent

National Teachers Associates Life Insurance Company
01.2007 - 01.2018
  • District Manager of Top Producing Insurance sales team
  • Trains newly hired insurance agents
  • Conducts weekly sales meetings
  • Conducts daily personal benefit reviews of supplemental insurance to Prospects (on-site and in-home presentations)
  • Facilitates staff meetings for Educators and prospects in the public school system
  • Assists clients with Customer Service need

Senior Registered Associate

Smith Barney
Bethesda, MD
07.1997 - 01.2007
  • Assistant to a Financial Consultant in the top 4% of Smith Barney consultants nationwide
  • Performs account maintenance for $300,000,000+ book value comprised of individuals, households and institutions
  • Performs analysis and proposals of account performance
  • Solicits Long Term Care Insurance policies to clients - Solicits estate planning strategies and products to high net worth clients

Education

Bachelor of Arts - Sociology Major

University of Maryland - Baltimore County
Baltimore, MD
05.1992

Skills

  • Sales and Marketing
  • Remote Sales
  • CRM Software
  • Final Expense
  • Life
  • P&C
  • Financial Needs Assessment
  • Client Needs Analysis
  • Service-Oriented
  • Critical Thinking
  • Problem Solutions
  • Verbal and Written Communication

Accomplishments

  • Stover Group Rookie of the Month ($20,413.68AP Sept 2021);
  • Kemper Financial Finish Strong Award (2020 4Q Sales Campaign);
  • NTA National Sales Agent of the Month, Quarter & Region Awards (career majority 2007-2017);
  • NTA 2 Million Dollar Sales Award (May 2015);
  • NTA Top 5 National Sales Agent of the Year (2008-2014);
  • NTA National District Manager of the Year Award (2011-2012);
  • NTA 1 Million Dollar Sales Award (Feb 2010);
  • NTA National Rookie of the Year Award (2007-2008)

Active Licenses

  • 1994 Insurance (Life, Variable)
  • 1998 Insurance (Health)
  • 2018 MHIC (Home Improvement)
  • 2018-2022 State Insurance License (40 State Appointments)
  • 2020 Insurance (P&C)

Timeline

Independent Insurance Agent

The Stover Group (Remote Sales) - 40 State Appts
08.2021 - Current

Life and P&C Insurance Agent

Kemper Financial
02.2020 - 08.2021

Independent Insurance Agent

Assurance (Remote Sales) - 30 State Appts
01.2018 - 01.2020

Independent Insurance Agent

National Teachers Associates Life Insurance Company
01.2007 - 01.2018

Senior Registered Associate

Smith Barney
07.1997 - 01.2007

Bachelor of Arts - Sociology Major

University of Maryland - Baltimore County
Karyn C. SwannIndependent Insurance Agent
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