Qualified Life Insurance Agent with strong foundation in life insurance solutions and client relationship management. Developed comprehensive insurance plans tailored to individual needs and successfully navigated complex policy structures. Demonstrated expertise in sales strategies and customer service.
Overview
18
18
years of professional experience
Work History
Billing/Invoice Clerk
Ingram Hospitality
09.2019 - Current
Prepared and mailed invoices to customers, processed payments, and documented account updates.
Followed-up on past due payments to facilitate prompt collection of payments.
Reviewed invoices for accuracy and completeness prior to issuing payments.
Processed invoices and payments in line with company policies and procedures.
Assisted in month-end closing procedures by preparing detailed reports of outstanding invoices and payment statuses for management review.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Licensed Life Insurance Agent
PRIMERICA FINANCIAL SERVICES LIMITED
01.2020 - 01.2025
Effectively managed a diverse client portfolio, resulting in strong retention rates and ongoing referrals.
Maintained detailed records of client interactions and policy updates, ensuring accurate documentation at all times.
Navigated a highly competitive market environment by leveraging extensive product knowledge and superior communication skills.
Streamlined the application process for clients, ensuring timely submission and approval of life insurance policies.
Managed and motivated employees to be productive and engaged in work.
Accomplished multiple tasks within established timeframes.
Maintained professional, organized, and safe environment for employees and patrons.
Maximized performance by monitoring daily activities and mentoring team members.
Cross-trained existing employees to maximize team agility and performance.
Developed and maintained relationships with customers and suppliers through account development.
Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
General Manager
Bahlman Cleaners
05.2007 - 09.2019
Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
Developed and implemented strategies to increase sales and profitability.
Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
Responded to customer requests for products, services, and company information.
Trained new employees on company policies and procedures, fostering a positive work culture for all staff members.
Collaborated with team members to streamline workflow processes, resulting in faster turnaround times for customers.
Managed garment handling carefully, preventing damage or loss of customers'' items.
Provided exceptional support to coworkers during peak business hours, promoting teamwork and camaraderie among staff members.