Khalil Small
Columbia,SC
Summary
Experienced with client relationship management, providing personalized solutions to meet diverse needs. Utilizes analytical skills to assess risks and determine appropriate options. The goal is to be where I can be an asset to others and provide a certain quality of work that exudes my faith in Christ.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Comparion Insurance Agency
04.2024 - Current
- Licensed P&C and Life/Health agent.
- Duties include lead generation by way of field marketing, inbound/outbound calls. Maintaining client accounts is essential, keeping them on the books by brushing up accounts and being accessible to their needs; forming relationships and building rapport to gain trust. Administrative tasks are done processing forms, keeping records on file. Involved frequently with a third party on behalf of the client. Time management, organization and planning skills have been imperative;
- Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
- Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.
- Conducted annual reviews of existing policies with clients, identifying opportunities for adjustments or additional coverage based on changing circumstances.
Insurance Agent
State Farm
10.2023 - 03.2024
- Licensed to sell Life, Health and Property & Casualty products.
- Duties include calling prospects, building rapport with them and turning them into clients. Occasional cold-calling; Goal-driven atmosphere and an emphasis on making sure we are writing quality business.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
Life Insurance Agent
Liberty National (Globe Life)
12.2022 - 10.2023
- Licensed as an insurance agent in the state of South Carolina in December of 2022. Distributed supplemental insurance.
- Responsible for lead generation which included cold calling and cold walk-ins; Created my personal transportation route for the week, visiting different employers. Set goals for the week and challenges for myself. The weeks activities include doing follow-ups with decision makers, maintaining a daily amount of 20 walk-ins, traveling to wherever I plan a route in SC, setting appointments, building rapport with clients, enrolling closed accounts from the week prior, etc.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Automotive Technician
Firestone
05.2022 - 10.2023
- Key duties include preventative maintenance on vehicles: brakes, oil changes, tires, helping teammates on cars when needed, etc.; This was a part-time job for me that I only worked on Fridays and Saturday.
Automotive Technician
Express Oil Change
10.2020 - 05.2022
- Greeting customers, asking what they need done to their vehicle and then performing the service.
- Having here and there conversation with the customer about their car, selling store products and other services I see that their car needs.
- Directing the floor, making sure the shop is flowing correctly.
- Stocking inventory.
- Closing the shop occasionally.
- Training new employees.
Front desk associate
Planet Fitness
02.2019 - 10.2020
- Duties included: greeting customers as they came in, making sure the gym was cleaned through scheduled cleaning, “selling” the gym to possible new members, opening the gym and sometimes closing the gym during Covid, signing up new members and filling out information on the company’s software.
Package Handler
UPS
10.2018 - 01.2020
- Loading/unloading trucks.
- Sorting customer packages and making sure they go to the correct truck for delivery.
- Seasonal
Education
High School -
Irmo High
01.2014
Skills
- Goal-oriented mindset
- Customer service
- Client relations
- Client needs analysis
- Leads prospecting
- Negotiation
- Account management
- Upselling
- New client acquisition
- Client retention
- CRM software
- Multitasking
- Problem-solving abilities
- Attention to detail
- Organizational skills
- Adaptability and flexibility
Certification
- Licensed Property & Casualty Producer - NIPR #20580141
- Licensed Life Insurance Producer - NIPR #20580141
Languages
English
Native or Bilingual
Timeline
Independent Insurance Agent
Comparion Insurance Agency
04.2024 - Current
Insurance Agent
State Farm
10.2023 - 03.2024
Life Insurance Agent
Liberty National (Globe Life)
12.2022 - 10.2023
Automotive Technician
Firestone
05.2022 - 10.2023
Automotive Technician
Express Oil Change
10.2020 - 05.2022
Front desk associate
Planet Fitness
02.2019 - 10.2020
Package Handler
UPS
10.2018 - 01.2020
High School -
Irmo High
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