Summary
Overview
Work History
Education
Skills
Websites
Certification
Work Availability
Quote
Timeline
Generic
Marlin Alford

Marlin Alford

Surprise,AZ

Summary

Detail-oriented professional with proven knowledge of customer service, and account management. Aiming to leverage my abilities to successfully fill the role on your team. Dependable worker with knowledge of customer service, data entry, and records management. Highly organized and self-motivated, with excellent communication and interpersonal skills. Demonstrated ability to prioritize tasks and meet deadlines. Aiming to leverage my abilities to successfully fill the vacancy on your team. Frequently praised as adaptable by my peers, I can be relied upon to help your team achieve its goals. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Stronghold Wealth, Partners
04.2023 - Current
  • Calculated quotes and educated potential clients on insurance options.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Provided coverage option information to assist clients in protecting assets.
  • Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.

SENIOR CREDIT CONSULTANT

Lexington law firm
07.2021 - 04.2023
  • Processed credit applications and verified customers' financial information
  • Accurately entered customer information into computerized database system for analysis and review
  • Marlinalford732@gmail.com
  • Peoria, az 85381
  • Prepared reports of findings and recommendations
  • Compiled and analyzed credit information gathered by investigation
  • Assisted customers with questions or concerns regarding their credit reports
  • Obtained information about potential creditors from banks, credit bureaus, and other credit services and provided reciprocal information if requested.

WAREHOUSE ASSOCIATE
06.2015 - 05.2020
  • Identified and removed safety and sanitation hazards from work areas
  • Identified opportunities and strategies to increase production.

Education

A.D. Banker -

REALESTATE, LAW AND PRINCIPAL
St Louis, MO

A.A - BUSINESS ADMINISTRATION

College of San mateo
San Mateo, CA

ASSOCIATE - Realestate

Gundaker And Realestate Academy
St Louis, MO
12.1983

Skills

  • Client Retention
  • Asset Protection
  • Lender Relationships
  • Life Insurance
  • Customer Service and Assistance
  • Asset Protection Expertise
  • Team Training
  • Quote Information
  • Policy Adjustment Knowledge
  • New Agent Training
  • Customer Follow-Up
  • Client Account Management
  • Business Planning
  • Client Service
  • Quotes and Sales

Certification

  • Insurance License - retirement planning
  • Certified leadership development, Stronghold wealth, partners May through July 2023

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Quote

Stopping advertising to save money is like stopping your watch to save time.
Henry Ford

Timeline

Licensed Insurance Agent

Stronghold Wealth, Partners
04.2023 - Current

SENIOR CREDIT CONSULTANT

Lexington law firm
07.2021 - 04.2023

WAREHOUSE ASSOCIATE
06.2015 - 05.2020

A.D. Banker -

REALESTATE, LAW AND PRINCIPAL

A.A - BUSINESS ADMINISTRATION

College of San mateo

ASSOCIATE - Realestate

Gundaker And Realestate Academy

Similar Profiles

CREATE PROFILE
Marlin Alford