Driven by results, adept in client relationship management and life and health insurance product knowledge, I have successfully met sales targets and fostered long-term client relationships at Global Financial Impact and previously at World Financial Group. My expertise in compliance and customer service, backed by active listening and empathy, has propelled my career forward, showcasing my ability to excel in high-pressure environments.
Overview
1
1
year of professional experience
Work History
Life and Health Insurance Agent
Global Financial Impact (GFI)
04.2024 - Current
Assisting clients to identify their financial independence/ insurance needs, and goals.
Educating Clients about different Life insurance products, features, benefits, premiums, exclusions and conditions and empowering them to make informed decisions.
Helping clients complete insurance applications and ensuring all required documentation is accurate and submitted promptly.
Building and nurturing long-term relationships through regular follow-ups, policy reviews, and addressing client inquiries or concerns.
Keeping up with industry trends, regulations and new insurance products and providing accurate information to existing and potential clients to enable them meet their insurance needs.
Efficiently managing high-pressure situations such as insurance policy application denials or unexpected policy cancellations.
Attending weekly company training and mentoring meetings, business presentations and forums to gain additional product and insurance industry knowledge.
Participating in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life and health insurance industry.
Training and working collaboratively with team members to bring them up to speed with industry standards. company product and policies, enabling them to provide seamless customer service experiences.
Achieving sales targets through goal setting, effective communication, active listening, customer relationship management, follow-ups and seeking referrals.
Maintaining compliance with Maryland and other states insurance regulations and company policies.
Life and Health Insurance Agent
World Financial Group Wfg
05.2023 - 04.2024
Guided clients through Life/health insurance plan options, ensuring they understood coverage details, premiums, and benefits.
Assisted individuals and families in selecting the most appropriate Life and health insurance plans based on their needs and budgets.
Maintained compliance with Maryland and other states insurance regulations and company policies.
Attended weekly coaching and mentoring meetings, business presentations and forums to gain additional product and insurance industry knowledge.
Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life and health insurance industry.
Achieved sales targets through goal setting, effective communication, active listening, customer relationship management, follow-ups and seeking referrals.
Education
Associate of Science - Health And Human Services
Ultimate Medical Academy
Clearwater, FL
04.2023
Bachelor of Arts - Development Studies
Makerere University
Kampala Uganda
01.2009
Skills
Communication Skills
Active Listening and Empathy
Customer Service, Sales and Negotiation
Life and Health Insurance product knowledge
Insurance Plan Analysis and Recommendations
Client Relationship Management
Certifications
Health Insurance License, State of Maryland and Massachusets, Texas, Oregon, Tennessee, Arizona
Life Insurance License, State of Maryland and Virginia, Massachusets, Texas, Oregon, Tennessee, Arizona,Pennsylvania
Hobbies
Networking with individuals, groups and clubs
Reading personal development and financial industry books.