Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills.
Overview
22
22
years of professional experience
4
4
years of post-secondary education
Work History
Independent Insurance Broker
Elite Medicare Advisors
Boca Raton, FL
07.2022 - 05.2023
Sold health, life, and various ancillary insurance products to individuals using consultative selling techniques.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Conducted research and identified market trends to develop better strategies for sales.
Independent Insurance Agent/Broker, American Senior Benefits
Boca Raton, FL
12.2021 - 07.2022
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Approached potential clients by using direct marketing mailings and phone contacts.
Prepared and reviewed insurance applications to verify compliance with regulations.
Cross-sold insurance products to existing clients to reach sales targets.
Managed continuous enrollment processes, as well as yearly enrollment periods.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Customer Service Professional
Block Advisors
Boca Raton, FL
12.2020 - 03.2021
Surpassed performance goals by approaching interactions with resourcefulness, organization, and customer-centric solutions.
Responded to customer calls and emails to answer questions about products and services.
Assisted customers by answering questions and responding to inquiries.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Operated in dynamic, high-volume environments to provide skilled assistance to more than 40 customers each day.
CSR/Teller
Union Planters Bank
Cooper City, FL
01.2001 - 01.2004
Offered advice and assistance to customers, paying attention to special needs or wants.
Updated account information to maintain customer records.