Michael Penney
Bradenton,FL
Summary
Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing 9-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Commended for planning and leading over 2000 client appointments. Client-centered and dedicated to customizing insurance programs to suit individual customer needs.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Broker
Independently Employed
05.2019 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Calculated quotes and educated potential clients on insurance options.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Handled approximately 200 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
Insurance Agent
Bankers Life And Casualty
11.2015 - 05.2019
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on importance of adequate insurance coverage, fostering trust and loyalty among existing client base.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Education
Associate of Applied Science - Computer Networking And Information Security
Clover Park Technical College
Lakewood, WA05.2015
Skills
- Proactive team player
- Driven
- Networking capabilities
- Claims Handling
- Client relations expert
- Customer Service
Certification
- Florida Department of Financial Services Life and Health License Number W716396 Issues 01/29/2021
Timeline
Insurance Broker
Independently Employed
05.2019 - Current
Insurance Agent
Bankers Life And Casualty
11.2015 - 05.2019
Associate of Applied Science - Computer Networking And Information Security
Clover Park Technical College