Licensed Insurance Agent for many years. Licensed in Life, Health, Property, and Casualty. Have worked in claims, underwriting and sales.
Overview
2
2
years of professional experience
Work History
Marketer
Northstar Investment Advisors
Wentzville, MO
09.2021 - Current
Determined optimal variation of, and resource allocation to media outlets by analyzing consumer data to meet company's advertising goals.
Created documentation outlining research findings for use by project managers, customers and other marketing staff to make accurate decisions about future plans.
Conducted research to analyze customers' behavior, preferences, and purchasing habits.
Insurance Agent
State Farm Insurance
Springfield, MO
08.2019 - 08.2021
Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Approached potential clients by using direct marketing mailings and phone contacts.
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Maintained high standards of customer service by building relationships with clients.
Obtained underwriting approval by completing application for coverage.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Responded to customer calls swiftly to resolve issues and answer questions.
Associate Researcher III-3 at Venezuelan Institute for Scientific Research (IVIC)Associate Researcher III-3 at Venezuelan Institute for Scientific Research (IVIC)