Lisette Roberts
New Britain,CT
Summary
Hardworking Sales Consulting with over 25 years of experience in the insurance industry. Excellent reputation for resolving problems and improving customer satisfaction.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Life & Annuity Insurance
AAA Northeast
03.2023 - Current
- Increased operational efficiency through continual refinement of underwriting policies, procedures, and tools.
- Improved underwriting accuracy by consistently reviewing and analyzing medical, financial, and occupational data.
- Reduced claim costs by conducting thorough evaluations of potential policyholders'' insurability risks.
- Streamlined the underwriting process for faster turnaround times through effective communication with brokers and agents.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Generated quotes and proposals for clients to match individual needs.
- Enhanced sales pipeline by targeting potential customers in various markets and utilizing effective marketing strategies.
- Developed sales strategies to increase sales of insurance policies.
Medicare Sales Consultant
GarityAdvantage
03.2023 - Current
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided sales and customer service assistance to walk-in traffic & field
- Nurtured leads through consistent follow-ups, ultimately converting prospects into satisfied customers.
- Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
- Maintained sense of urgency in answering customer questions and requests through email or voice messaging.
- Maximized customer retention by resolving issues quickly.
- Listened to customer needs and desires to identify and recommend optimal products.
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
Behavior Manager/Community Family Liaison
Hartford Public High School
01.2011 - 02.2023
- Provided direct support to students in and out of the classroom setting utilizing evidence based social emotional practices
- Led grade level team in the development or revision of a student's BIP
- Serve as a liaison to link families to community services and community programs (Heath, Medical, and family)
- Work closely with internal & external clients to reach collective district goals
- Work on complex projects as they are assigned.
- Accomplished multiple tasks within established timeframes.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Mortgage Loan Officer
MLN, LLC
01.2006 - 01.2010
- Developed and maintained relationships with local real estate agents
- Approved loans that met specifications
- Complied applications and paperwork and double-checked for accuracy
- Submitted applications to credit analysts
- Informed customers of application deadlines, approvals, and denials
- Gathered client debt, credit, and income information to determine loan eligibility
- Identified lending risks and implemented strategies to reduce loan defaults.
Insurance Sales & Service Agent
AAA INSURANCE AGENCY
01.2002 - 01.2008
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage
- Exceeded company/personal sales goals for new policies
- Responded to inquiries and explained product features and service advantages to potential customers
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders
- Engaged customers and provided high level of service by carefully explaining details about documents
- Analyzed customer needs and provided best options, upselling products, and services
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget
- Explained features, advantages, and disadvantages of various policies to promote sale of insurance plans
- Communicated with clients by phone and email to answer questions and offer services.
Commercial Lines Account Manager
THE HARTFORD INSURANCE COMPANY
01.1997 - 01.2002
- Maintained a solid book of business for existing clients, and grew new business base through a range of networking and sales tactics, including cold calling and prospecting for potential customers to effectively articulate the company's competitive advantage and new products
- Gathered all the necessary information to evaluate the commercial insurance needs against available insurance products for each client, and negotiated the terms and conditions with key stakeholders
- Developed and presented risk management assessments to advise clients on ways to minimize and avoid claims
- Remained educated on all insurance coverage provisions, the overall insurance industry, regulations, and pertinent legislation to ensure customers understand their coverage terms and insurance services in the process.
Education
Master of Science - Special Education
CAMBRIDGE COLLEGE
Cambridge, MA01.2020
Bachelor of Science - Human Services
SPRINGFIELD COLLEGE
Springfield, MA01.2005
Skills
- Underwriting guidelines
- Policy analysis
- Compliance Monitoring
- Sales Support
- Medical Underwriting
- Technical knowledge
- Policy evaluation
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking
- Excellent Communication
- Organizational Skills
- Relationship Building
- Self Motivation
- Interpersonal Skills
- Interpersonal Communication
- Risk Management
Certification
NPN: 2219282, West Hartford, CT, Life, Property, Casualty, 1998-01-01, 2015-01-01
Languages
Spanish
Native or Bilingual
Timeline
Life & Annuity Insurance
AAA Northeast
03.2023 - Current
Medicare Sales Consultant
GarityAdvantage
03.2023 - Current
Behavior Manager/Community Family Liaison
Hartford Public High School
01.2011 - 02.2023
Mortgage Loan Officer
MLN, LLC
01.2006 - 01.2010
Insurance Sales & Service Agent
AAA INSURANCE AGENCY
01.2002 - 01.2008
Commercial Lines Account Manager
THE HARTFORD INSURANCE COMPANY
01.1997 - 01.2002
Master of Science - Special Education
CAMBRIDGE COLLEGE
Bachelor of Science - Human Services
SPRINGFIELD COLLEGE