Lisa Ricciardi

• Built strong long lasting relationships with independent agents & agencies and industry professionals to establish long-term business growth
• Identified key decision makers within target organizations and developed relationships with them.
• Conducted follow-up calls with prospects to identify needs, propose solutions and close sales.
• Identified customer needs and provided tailored solutions to meet their requirements.
• Maintained an organized database of contacts and client information.
• Networked to build client base and promote products to new and existing clients.
• Assisted agents/brokers in cross selling techniques and recommended preferred carrier products
• Recruited, onboarded, product trained, educated & appointed agents/Brokers with multiple different lines of carrier contracting appointments (ACA-STM-supplemental ancillaries- Ede Insxcloud quoting platform) daily
• Maintained active sales contacts with assigned accounts to keep communication open and capture consistent revenue.
• Conceptualized and executed innovative strategies to promote products in assigned territory
• Facilitated and delivered online presentations for account-specific (individual agents & larger broker agencies) meetings and conference calls.
• Ensured compliance with regulatory requirements and industry standards.
• Resolved agent complaints and issues promptly, maintaining a positive brand image.
• Held regular one-on-one training meetings with agents/brokers to support the success of enrollment sales through insxcloud quoting platform and addressed issues /concerns and provided feedback

Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various strategies and techniques with product positioning

• Remained calm and professional in stressful circumstances and effectively diffused tense situations.