
Proven track record at The Baltimore Life Companies, excelling in customer service and policy knowledge. Skilled in building client relationships and enhancing portfolio performance through informed advice and ethical professionalism. Achieved significant client retention by prioritizing client needs analysis and follow-up, demonstrating a blend of hard and soft skills crucial for financial services success. 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. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Increased efficiency by expertly coordinating resources such as equipment, supplies, and personnel during high-pressure situations.
Insurance, Health, Life, LT Certificates., Seris 6, Series 66, And SIE
IRS Enrolled Agent