Michael Naughton
Pittsburgh,PA
Summary
Senior Insurance and financial services specialist with extensive experience in life insurance , accident, and health Proven results driving customer engagemant and satisfaction and meeting aggressive business goals and deliverables. Successful results with annuity sales Proven ability to deliver excellent customer service and engage clients to win repeat business. Excellent communicator and team player with a track record of working cross - functionally to support organizational goals.
Overview
39
39
years of professional experience
Work History
Insurance Sales Agent
AAA Life Insurance
08.2022 - Current
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Developed sales strategies to increase sales of insurance policies.
DIRECTOR
Transamerica Life Insurance
09.2020 - 07.2022
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
- Worked closely with organizational leadership and board of directors to guide operational strategy.
- Managed daily operations while overseeing multiple locations to foster increased productivity.
- Established departmental performance goals and provided feedback for underperforming areas.
- Assisted with sales and marketing strategies to foster achievement of revenue goals.
Comcast Cable Sales
Comcast, Xfinity
03.2019 - 03.2020
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Developed and implemented sales strategies to increase profits.
- Generated new leads through networking and attending industry events.
- Utilized CRM software to manage customer accounts and track performance metrics.
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
Sales Agent
Transamerica Life Insurance,
03.2013 - 10.2018
- Resolve customer complaints regarding sales and service.
- Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs
- Review operational records and reports to project sales and determine profitability
- Monitor customer preferences to determine focus of sales efforts
- Confer with potential customers regarding equipment needs and advise customers on types of equipment to purchase
- Calibrate and test equipment, and locate circuit and component faults, using hand and power tools and measuring and testing instruments such as resistance meters and oscilloscopes
- Tune or adjust equipment and instruments to obtain optimum visual or auditory reception, according to specifications, manuals, and drawings
- Instruct customers on the safe and proper use of equipment
- Make service calls to repair units in customers' homes, or return units to shops for major repairs
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
- Increased sales and customer satisfaction through personalized servicing.
- Assisted call-in customers with questions and orders.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Explained features and advantages of Insurance products or services to promote sales.
- Handled administrative aspects of sales by completing customer contracts and warranties and accepting and processing payments.
- Identified new targets, developed new business opportunities and presented product lines to customers.
- and troubleshooting strategies.
- Used Salesforce CRM software to record personal information and purchases of contacted prospects.
Inside Sales Agent
Field Environmental Inst.
06.2007 - 01.2013
- Developed and implemented sales strategies to increase customer loyalty and retention.
- Determined needs, delivered solutions, and overcame objections through consultative selling skills.
- Monitored industry news and trends to stay up-to-date on competitive landscape.
- Developed strategic relationships with existing customers by learning preferences and managing regular communications.
- Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
- Utilized data and analytics to identify target markets and understand customer needs.
- Answered customers' questions regarding products, prices, and availability.
- Set up new accounts, established customer credit and set up payment methods.
- Used CRM software to maintain detailed contact logs and account records.
- Attended meeting and sales events to learn latest developments and brainstorm new sales strategies.
- Set and achieved company defined sales goals.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
SHIPPING SUPERVISOR
Rue 21
01.2006 - 06.2007
- Pulled, verified, and packaged items for shipment.
- Supervised shipping team of [Number] employees.
- Handled high-volume paperwork and collaborated with administrators to resolve invoicing and shipping problems.
- Inspected loading operations for improvements in efficiency and safety.
- Conducted counts and audits of inventories to identify and resolve discrepancies in records.
- Prepared shipping documents and invoices, processed payments, and fielded client questions.
- Maintained positive relationships with representatives of UPS, FedEX, USPS, and DHL shipping companies.
- Inspected work areas to keep free of hazards and maintain proper function of safety equipment.
- Trained new staff on job duties, company policies, and safety procedures for rapid onboarding.
- Resolved conflicts between team members and addressed complaints or grievances.
- Maintained established levels of goods based on sales forecasts and demand to fulfill orders on time.
On Site Sales & Copy Service Agent
Ikon Office Solutions
08.1993 - 01.2006
- Handled sales paperwork and payments with high degree of accuracy to minimize recordkeeping errors.
- Answered in-depth questions about company offerings, service policies and benefits of each plan.
- Navigated multiple computer systems expertly to handle customers' sales and service needs.
- Offered knowledgeable insight into available products and services as well as competitor activities to help consumers make informed decisions.
- Cross-sold and upsold products to customers based on solid understanding of current and forecasted needs.
- Researched client requests to create best possible solutions for diverse needs.
- Kept senior managers informed about sales activities, current inventory and other metrics via timely reports.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Met customer call guidelines for service levels, handle time and productivity.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Reached out to customers after completed sales to suggest additional service or product purchases.
WEAPONS SPECIALIST
WEAPONS, United States Navy
06.1984 - 12.1990
- Resolve customer complaints regarding sales and service.
- Review operational records and reports to project sales and determine profitability
- Monitor customer preferences to determine focus of sales efforts
- Confer or consult with department heads to plan advertising services and to secure information on equipment and customer specifications
- Direct and coordinate activities involving sales of manufactured products, services, commodities, real estate or other subjects of sale
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
- Determine charges for services requested, collect deposits or payments, or arrange for billing
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills
- Install attachments to machines for gluing, folding, printing, or cutting
- Observe operation of various machines to detect and correct machine malfunctions such as improper forming, glue flow, or pasteboard tension
- Stamp products with information such as dates, using hand stamps or automatic stamping devices
- Cut products to specified dimensions, using hand or power cutters
- Monitor finished cartons as they drop from forming machines into rotating hoppers and then into gravity feed chutes, in order to prevent jamming
- Conduct security audits to identify potential problems related to physical security, staff safety, or asset protection
- Design security policies, programs, or practices to ensure adequate security relating to issues such as protection of assets, alarm response, and access card use
- Inspect fire, intruder detection, or other security systems.
- Prepare, maintain, or update security procedures, security system drawings, or related documentation
- Respond to emergency situations on an on-call basis.
- Train personnel in security procedures or use of security equipment.
Education
High School Diploma -
Wilkinsburg Senior High School
Pittsburgh, PA06.1984
Some College (No Degree) -
Robert Morris University
Coraopolis, PASkills
- Promotional Campaigns
- New Policy Quotations
- Claims Information Gathering
- Insurance Claim Regulations
- Professional Relationships
- Account Management
- Marketing Strategy Development
- Team Goals
Additional Information
- AD DITION AL SKI LLS , Life Insurance License State of Pennsylvania #662293 Life Insurance License State of Ohio
Timeline
Insurance Sales Agent
AAA Life Insurance
08.2022 - Current
DIRECTOR
Transamerica Life Insurance
09.2020 - 07.2022
Comcast Cable Sales
Comcast, Xfinity
03.2019 - 03.2020
Sales Agent
Transamerica Life Insurance,
03.2013 - 10.2018
Inside Sales Agent
Field Environmental Inst.
06.2007 - 01.2013
SHIPPING SUPERVISOR
Rue 21
01.2006 - 06.2007
On Site Sales & Copy Service Agent
Ikon Office Solutions
08.1993 - 01.2006
WEAPONS SPECIALIST
WEAPONS, United States Navy
06.1984 - 12.1990
High School Diploma -
Wilkinsburg Senior High School
Some College (No Degree) -
Robert Morris University
Similar Profiles
Autumn TempleAutumn Temple
New Business Professional II at AAA Life InsuranceNew Business Professional II at AAA Life Insurance
Genice RasulGenice Rasul
Member Services Advocate at AAA Life InsuranceMember Services Advocate at AAA Life Insurance
COURTNEY R. HAMMETTCOURTNEY R. HAMMETT
Customer Service Advocate at AAA Life InsuranceCustomer Service Advocate at AAA Life Insurance