Michael Diana
Palm Harbor,FL
Summary
Hardworking insurance advisor with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Adds value to any organization in need of great collaboration, interpersonal and multitasking abilities and can meet tight deadlines.
Overview
1
1
year of professional experience
Work History
Insurance Consultant
BenefitMall
Ft. Lauderdale, FL
05.2023 - Current
- Developed client-specific insurance plans tailored to individual needs and preferences.
- Conducted comprehensive reviews of existing policies, making recommendations for improvement or changes.
- Negotiated with carriers on behalf of clients to secure competitive rates and terms.
- Provided ongoing customer service support, responding to inquiries in a timely manner.
- Educated clients on industry standards, regulations and best practices related to insurance coverage.
- Advised clients on the latest trends and developments in the insurance marketplace.
- Maintained up-to-date knowledge of all relevant legislation governing the insurance industry.
- Prepared presentations for prospective customers demonstrating the benefits of specific products or services.
- Assisted customers in filing claims and providing necessary documentation upon request.
- Monitored renewal dates to ensure that policies are updated as required.
- Evaluated current market conditions to identify new business opportunities.
- Collaborated with other departments such as sales, marketing and finance teams on cross-functional projects.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Developed appropriate quotes based on risk information.
Insurance Advisor
The Nicholas Group Clearwater
Palm Harbor, Florida
01/04/95 - 05.2023
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
- Communicated with clients by phone and email to answer questions and offer services.
- Maintained detailed knowledge of popular national and regional insurers to efficiently compile suggestions for clients.
- Documented detailed records of customer interactions and activities in Sales Force,GBS,EzLynx,Excel,Outlook.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Prepared proposals and conducted closing interviews to sell insurance products.
- Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Conducted research to identify ideal coverage options for customers.
Education
Bachelor of Arts -
University of South Florida
Tampa, FL05.1997
Skills
- Customer Follow-Up
- Service Oriented
- Underwriter Collaboration
- Critical Thinking
- Records Maintenance
- Administrative Functions
- Policyholder Communication
- Client Prospecting
- Policy Renewals
- Client Retention
- Client Account Management
- Verbal and Written Communication
Timeline
Insurance Consultant
BenefitMall
05.2023 - Current
Insurance Advisor
The Nicholas Group Clearwater
01/04/95 - 05.2023
Bachelor of Arts -
University of South Florida