Malcolm Coneo
Houston,TX
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. 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
21
21
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Bankers Life Insurance Company Of America
02.2018 - Current
- Enhanced brand reputation by consistently providing exceptional customer service and fostering positive relationships with clients.
- Designed presentations and marketing materials to promote insurance products.
- Marketed life insurance products to increase customer bases and revenue.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 30%.
Independent Contractor
Houston Chronicle
05.2003 - 06.2019
- Devised and implemented processes and procedures to streamline operations.
- Optimized customer experience by effectively troubleshooting 15 incoming calls per day.
- Utilized specialized software tools when necessary to enhance productivity or meet specific client requirements.
- Evaluated customer needs and feedback to drive product and service improvements.
- Maintained database systems to track and analyze operational data.
- Evaluated staff performance and provided coaching to address inefficiencies.
Education
BBA - Management Information Systems
05.1999
BBA - Operations Management
05.1999
Skills
- Life Insurance
- Performance Tracking
- Licensing Requirements
- Territory Development
- Health insurance
- Policy Renewals
- Client Prospecting
- CRM Software
- Group Presentations
Accomplishments
- Resolved product issue through consumer testing.
- Documented and resolved customer complaints which led to increase in referrals.
- Collaborated with team of four in the development of improving customer retention.
Affiliations
- University of Houston Lifetime Alumni Member
Certification
- [Life, Accident, Health, and HMO] Texas License -
Languages
Spanish
Full Professional
Portuguese
Professional Working
Additional Information
Published a self help book Ways To Overcome Financial Disasters in One's Life in January 2024.
Timeline
Life Insurance Agent - Bankers Life Insurance Company Of America
02.2018 - Current
Independent Contractor - Houston Chronicle
05.2003 - 06.2019
University of Houston - BBA, Management Information Systems
University of Houston - BBA, Operations Management
- [Life, Accident, Health, and HMO] Texas License -
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