Mia Trionfo
Fallston,Maryland
Summary
Successful and seasoned Insurance Agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Agent
New York Life Insurance Comany
12.2022 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Health Insurance Agent
Bloom Insurance
08.2021 - 03.2022
- Improved client satisfaction by providing personalized health insurance plan recommendations and guidance.
- Streamlined the application process for clients, resulting in faster approvals and fewer errors.
- Developed strong relationships with healthcare providers to ensure optimal coverage options for clients.
- Conducted thorough research on available health insurance plans, staying up-to-date on industry trends and policy changes.
Order Processor
The Perennial Farm
09.2018 - 08.2019
- Streamlined order processing by implementing efficient workflows and reducing processing time.
- Enhanced customer satisfaction by ensuring accurate and timely order fulfillment.
- Coordinated with sales teams to resolve discrepancies, resulting in fewer errors and delays.
- Maintained a high level of accuracy while entering orders into the system, ensuring proper billing and shipping information.
Education
Life & Health Insurance License - Financial Planning And Services
Maryland Insruance Administration
Online08.2021
High School Diploma -
Fallston High School
01.2013
Skills
- Sales
- Licensed Life & Health Insurance Agent
- Financial Analysis
- Empathy and Compassion
- Problem resolution
- Customer needs assessment
- Customer service
- Excellent communication
- Friendly, Positive Attitude
- Customer Service
- Reliable and Trustworthy
- CRM Software
- Lead Development
- Client Needs Analysis
Certification
Licensed Health Insurance Agent: 2021
Licensed Life Insurance Agent: 2022
Long-Term-Care: 2023
Annuities: 2023
Individual Disability Insurance: 2023
websites, portfolios, profiles
https://www.linkedin.com/in/miatrionfonyl/
experience
- Provided detailed information about benefits and limitations of different policies and programs.
- Developed and strengthened relationships with area companies.
- Assessed existing coverage and aligned new products and services with long-term goals to determine financial needs
- Used persuasion sales techniques to recommend the type and amount of coverage based on an analysis of the customers' circumstances
- Maintained a consistent, positive attitude toward customers, peers, and other employees even in high-stress situations.
- Was given pick sheets to fill out and followed to gather merchandise for customer orders
- Increased customer satisfaction by double-checking incoming documents and shipping labels for accuracy and conformance to customer specifications.
Timeline
Insurance Agent
New York Life Insurance Comany
12.2022 - Current
Health Insurance Agent
Bloom Insurance
08.2021 - 03.2022
Order Processor
The Perennial Farm
09.2018 - 08.2019
Life & Health Insurance License - Financial Planning And Services
Maryland Insruance Administration
High School Diploma -
Fallston High School
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