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Dynamic Insurance Broker with a proven track record at Marbella G Insurance Services, excelling in client relations and policy analysis. Skilled in leveraging persuasive sales techniques to enhance customer satisfaction and retention. Adept at developing strong relationships and streamlining processes, resulting in increased efficiency and a growing client base.
Results-driven Insurance Broker with more than 12 years of business sales and insurance expertise. Client-focused intermediary with creative insurance solutions to diverse individual concerns. Meticulous client risk and financial assessor with detailed understanding of corporate and individual risk management.
Experienced with assessing client needs and conducting thorough policy reviews. Utilizes negotiation and market analysis to secure optimal insurance coverage for clients. Knowledge of regulatory compliance and risk management ensures quality and reliability in all advisory services.

Dynamic insurance broker with Equis Financial, recognized for developing tailored solutions and enhancing client satisfaction. A skilled negotiator and proactive team player, achieving high retention rates through exceptional communication and claims handling. Proven success in mentoring new agents and driving sales presentations, ensuring optimal client relations and business growth. Experienced insurance professional equipped to deliver outstanding results. Skilled in risk assessment, policy management, and client relations, ensuring optimal coverage solutions. Strong team collaborator with focus on adaptability and effective communication. Known for reliability and achieving targets in dynamic environments.

Experienced and driven Sales Representative with a proven track record of exceeding goals and increasing sales volume in selling Prescription Drug Plans. Results driven individual with a niche for increasing revenue streams and developing long lasting and effective client relationships. Goal-oriented and effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls, and in person. Offering 10-year background generating new business and maintaining client retention. Courteous and cordial with a desire to take on challenges at a new company. Goal-oriented and effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person.

Accomplished Insurance Broker with a proven track record at Grisafi Insurance Audubon, excelling in client relations and policy expertise. Leveraged top-rated sales performance and networking capabilities to exceed sales targets and foster robust client relationships. Demonstrated exceptional negotiation skills and a proactive approach, ensuring client satisfaction and safety as a Lifeguard at American Pools & Services.

Dynamic and results-oriented professional with a proven track record in sales and customer service, notably at Symmetry Financial Group. Excelled in relationship development and sales presentations, leveraging excellent communication skills to exceed targets. Skilled in commission-based sales, demonstrating a proactive approach to team collaboration and client satisfaction. Achieved significant sales growth through strategic upselling and persuasive selling techniques.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Kevin Ta

Overview

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Insurance Broker

Commercial Real Estate Appraiser

I.T. Programmer/Data Analyst

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Bachelor of Science - Management Information Systems

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Insurance Broker

Commercial Real Estate Appraiser

I.T. Programmer/Data Analyst

Bachelor of Science - Management Information Systems

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