Michael Gray, Jr.
Pensacola ,FL
Summary
At MEG Financial, Inc., I spearheaded client-centric insurance solutions, enhancing satisfaction through personalized service and educational outreach. Leveraging my expertise in insurance product knowledge and a goal-oriented mindset, I consistently surpassed sales targets. My collaboration with industry professionals and negotiation skills led to improved client policies and retention rates.
Overview
24
24
years of professional experience
Work History
Independent Insurance Agent and Founder
MEG Financial, Inc.
01.2001 - Current
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
- Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
- Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.
- Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
- Provided ongoing support to existing clients, addressing their concerns and resolving any issues promptly and professionally.
- Conducted thorough risk assessments to develop tailored insurance solutions that met individual client needs.
- Collaborated with underwriters to negotiate favorable terms for clients, resulting in increased policy retention rates.
- Developed a comprehensive understanding of various insurance products, ensuring accurate and informed recommendations for clients.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Education
Bachelor of Science - Business Adminsitration-Economics
The University of West Florida
Pensacola, FL12-1993
Skills
- Insurance product knowledge
- Goal-oriented mindset
- Policy analysis
- Financial Acumen
- Client needs analysis
- New Client Acquisition
- Life Insurance
Life Member MDRT
Annual qualifier
Timeline
Independent Insurance Agent and Founder
MEG Financial, Inc.
01.2001 - Current
Bachelor of Science - Business Adminsitration-Economics
The University of West Florida
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