Insurance Broker
Open To Work
Mark Morales
Self-employeed
Devine,TX
Work Preference
Job Search Status:
Open to work
Desired Job Title
Insurance Broker
Work Type
Part Time
Location Preference
Remote
Important To Me
Work-life balanceFlexible work hoursCompany CulturePersonal development programsWork from home option4-day work week
13
Years of experience
Experienced insurance broker specializing in market analysis and client consultation. Recognized for strong relationship-building skills and a proactive approach to meeting client needs, ensuring optimal coverage and satisfaction.
Work History
Insurance Broker
12 Years 11 Months- Analyzed market trends to provide clients with optimal coverage options and competitive rates.
- Developed comprehensive insurance plans tailored to client needs and risk profiles.
- Cultivated strong relationships with clients, enhancing customer loyalty and retention.
- Mentored junior brokers on best practices in client consultations and policy negotiations.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Calculated quotes and educated potential clients on insurance options.
Education
MBA - Sustainability Studies
Bachelor of Arts - Digital Communications and Media
Skills
Claims handling
Life and health insurance
Policy analysis
Sales presentations
Prospecting skills
Consultative sales
Sales experience
Commission-based sales
Customer advocate
Consultative sales experience
Driven
Timeline
Insurance Broker
Self-employeed
09.2013 - CurrentRead More
Marylhurst University
MBA from Sustainability Studies
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UT San Antonio
Bachelor of Arts from Digital Communications and Media
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