Lindsey Gilbert
San Jose,CA
Summary
Insightful Insurance Sales Agent bringing four years of insurance product and policy management expertise to growing organization. Focused and analytical with dedication for client satisfaction and team goal achievement. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Overview
12
12
years of professional experience
Work History
Life Insurance Agent
American Income Life Insurance Company
06.2019 - Current
- Top Ten Producer in Sales in 2021 and 2022
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Developed, conducted and trained new agent hires to ensure success in the field
- Maintained continuous communication with all Quality departments to complete policy approvals
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Made approval and denial recommendations by determining accurate risk levels.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Collaborated with other professionals to develop innovative underwriting solutions.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Scrutinized underwriting performance to identify weaknesses and provide recommendations for improvement.
Operations Project Manager
PVS Media Inc
08.2013 - 10.2019
- Supervised daily production and post-production operation
- Negotiated and managed third-party contracts related to project deliverables.
- Formulated intricate scheduling system for all employees and eliminated rate of fill-in/absent positions
- Planned, designed, and scheduled phases for large projects.
- Identified plans and resources required to meet project goals and objectives.
- Developed and implemented strategic project plans to meet business objectives
- Advised systemic analysis for client project goals
- Creative Concept and Designs, public relations, and ad creation
- Managed 30-50 employees in adaptable production environments
- Sourced, vetted and managed vendors needed to accomplish project goals
- Provided detailed technical and operational direction in project challenges, consistently meeting deliverables according to deadlines.
- Executed involving and budget creation legal department using customized program
Administrative Assistant
BlackLine
01.2012 - 07.2014
- Secured in accuracy and attention to detail
- Honored discretion and confidential information with tact and diplomacy
- Answered multi-line phone system, routing calls, delivering messages to staff
- Assertive in taking initiative in problem-solving matters
- Executed record filing system to improve document organization
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Data Entry account review, correction, submissions and record keeping
- Drafted correspondence and other documents for CEO and department heads in company's voice.
- Negotiated contractual agreements between clients
- Multitasked daily scheduling and answered calls, appointments/meetings, emails, and correspondence
- Produced reports, presentation preparation, and miscellaneous duties with direct associates
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
- Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
Education
A.A - Liberal Arts And English
Santa Monica College
Santa Monica, CA06.2020
Associate of Science - General Science
Santa Monica College
Santa Monica, CA06.2020
A.A - Social Justice
Santa Monica College
Santa Monica, CA12.2018
Associates Degree - Office Technology/Computer Information Systems
Santa Monica College
Santa Monica, CA06.2020
Skills
- Building Relationships
- Insurance Policy Sales
- Proficient in all Microsoft Applications
- Proficient in Adobe Programs
- Organized and efficient with strong team leadership
- Work well under high stress environments
- New Agent Training
- Strong verbal communication and work ethic
- Client Retention
- Underwriter Collaboration
- Appointment Scheduling
- Provided conflict resolution
Timeline
Life Insurance Agent
American Income Life Insurance Company
06.2019 - Current
Operations Project Manager
PVS Media Inc
08.2013 - 10.2019
Administrative Assistant
BlackLine
01.2012 - 07.2014
A.A - Liberal Arts And English
Santa Monica College
Associate of Science - General Science
Santa Monica College
A.A - Social Justice
Santa Monica College
Associates Degree - Office Technology/Computer Information Systems
Santa Monica College
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