Michael Chappuis

• Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
• Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
• Mentored junior staff members in sales techniques, product knowledge, and regulatory compliance to improve overall team performance.
• Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.

* Managed and trained a staff of associates in

dealing with families needing "At-Need" cemetery

services including the scheduling and planning for

interments when contacted by local funeral homes.

• Advocated on behalf of clients to secure services, supports, or funding from external partners or agencies when required.
• Handled "Pre-Need" cemetery arrangements.

* Handled day to day cemetery operations relating to scheduled

interments from local funeral directors.

* Handled "At-Need" follow ups with families.

* Handled "Pre-Need" sales for existing clients.

* Handled "Pre-Need" Funeral planning through Forethought

insurance plans.