KOSSI BATTAH
Katy,TX
Summary
Dynamic Insurance Account Executive with a proven track record at Lincoln Insurance Brokerage, LLC, excelling in consultative sales and risk exposure analysis. Leveraging excellent communication and networking skills, I consistently enhance client portfolios and drive agency growth through innovative strategies and strong relationship-building, achieving significant sales increases.
Overview
13
13
years of professional experience
Work History
Insurance Executive
Lincoln Insurance Brokerage, LLC
05.2017 - Current
- Guided 110 agents through life, health, insurance licensing and renewal processes.
- Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
- Quoted current and prospective clients with several insurance companies and presented proposals.
- Conducted agency sales meetings to communicate agency developments and discuss agents' sales figures and emerging opportunities.
Benefit Consultant
Cuatro LLC
10.2014 - 04.2017
- Advised clients on industry and demographic standards for benefits packages to maintain competitive offerings and maximize employee retention.
- Designed benefits packages for large group clients of over 50 employees by establishing organization's needs, identifying budgetary limitations and proposing innovative methods to cut costs.
- Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Observed strict procedures to maintain data and plan participant confidentiality.
- Built relationships with vendors to foster quality service delivery.
Medicare Sales Representative
Fidelis Care
10.2012 - 09.2016
- Conducted research and identified market trends to develop better strategies for sales.
- Monitored customer feedback and identified areas of improvement.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Educated over 1000 clients on Medicare advantage plans and benefits.
- Developed and implemented promotional strategies to increase customer base.
- Evaluated competitors' products and services to gain competitive advantage.
- Analyzed risk factors to recommend appropriate coverage levels.
- Conducted annual reviews of existing policies to update information.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Generated leads through cold-calling, networking and other outreach methods.
Education
BBA - Health Services Administration
Monroe College
Bronx, NY06-2012
Skills
- Risk exposure analysis
- Financial loss assessment
- Contract evaluation expertise
- Critical thinking
- Networking skills
- Consultative sales approach
- Excellent communication
- Records maintenance
- Business administration
- Multitasking Abilities
- CRM software
- Teamwork
- Customer needs assessment
Timeline
Insurance Executive
Lincoln Insurance Brokerage, LLC
05.2017 - Current
Benefit Consultant
Cuatro LLC
10.2014 - 04.2017
Medicare Sales Representative
Fidelis Care
10.2012 - 09.2016
BBA - Health Services Administration
Monroe College
Similar Profiles
SIDDU HUSSAIN ASIDDU HUSSAIN A
SENIOR INSURANCE OPERATIONS EXECUTIVE at AFIA INSURANCE BROKERAGE LLC (INSURANCE MARKET.ae)SENIOR INSURANCE OPERATIONS EXECUTIVE at AFIA INSURANCE BROKERAGE LLC (INSURANCE MARKET.ae)
SHIBIN GEORGESHIBIN GEORGE
Business Manager-Corporate Medical at Seguro Insurance Brokerage LLCBusiness Manager-Corporate Medical at Seguro Insurance Brokerage LLC
Ahmed SamyAhmed Samy
Vice President (Client Management) at Marsh Emirates Insurance Brokerage LLCVice President (Client Management) at Marsh Emirates Insurance Brokerage LLC
Sean OrrSean Orr
Designer at Watts Pool CompanyDesigner at Watts Pool Company
Mandy EdwardsMandy Edwards
Instructional Coach at Morton Ranch Elementary (Katy ISD)Instructional Coach at Morton Ranch Elementary (Katy ISD)