1 Ringy
Mohammed Naif
Insurance Broker
Mountain House,CA
Summary
As an insurance Broker with 10, years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments, and corrections. Resourceful and versatile professional with a reputation for consistently achieving aggressive sales goals. Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. A hardworking and passionate job seeker with strong organizational skills ready to help the team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills.
Overview
10
10
years of professional experience
2
2
Languages
Work History
Insurance Broker
Mohammed Naif Agency
08.2016 - Current
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Calculated premiums and established payment methods for sales.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Improved operational efficiency by implementing new technologies that streamlined policy quoting and comparison processes.
- Cross-sold insurance products to existing clients to reach sales targets.
- Handled approximately hundred and forty outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Planned and led improvements to stop-loss delivery and reporting tools.
- Calculated quotes and educated potential clients on insurance options.
- Assisted clients with claims processing, ensuring smooth experience during difficult times.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Created detailed reports for management to track performance and sales.
- Met with customers to provide information about available products and policies.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Met with Twenty-eight existing and prospective clients each week to select appropriate insurance policies.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Retained 90% of policyholders during annual renewal period.
- Analyzed sales volume, retention, and loss ratio trends to identify areas for improvement.
- Developed sales leads from direct referrals, networking, and targeted marketing campaigns.
- Analyzed risk factors to recommend appropriate coverage levels.
- Conducted annual reviews of existing policies to update information.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Implemented organized system for managing client files, improving overall productivity and data management capabilities.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Insurance & Financial Brokerage
State Farm Agent Mohammed Naif
11.2013 - 08.2016
- Improved efficiency in document management by implementing digital filing system, reducing paperwork clutter and retrieval time.
- Met sales targets of $250,000.00 per month.
- Coordinated with contracting department to resolve payer issues.
- Balanced multiple tasks and deadlines while maintaining strong focus on client satisfaction, demonstrating excellent time management skills.
- Maintained confidentiality of patient finances, records, and health statuses.
- Processed policy applications with accuracy and attention to detail, ensuring smooth experience for clients seeking insurance coverage.
- Communicated effectively with staff members of operations, finance, and clinical departments.
- Streamlined insurance application processes by revising and updating forms, leading to faster approval times.
- Gathered client feedback through surveys and interviews, identifying areas for improvement within company services.
- Checked documentation for accuracy and validity on updated systems.
- Assisted in marketing efforts by preparing promotional materials highlighting benefits of various insurance products offered by company.
- Verified client information by analyzing existing evidence on file.
- Strengthened communication skills through regular interactions with others.
- Paid attention to detail while completing assignments.
- Proven ability to develop and implement creative solutions to complex problems.
Education
P&C License and Life & Health in Insurance - Insurance
Pre-License Training
Sacramento, CA04.2013
Series 6 and 63 Licenses - Security Investment
Kaplan University
Irvine, CA12.2013
Bachelor of Business Management - Business Administration And Management
University of Sana’a
Yemen09.1999
Skills
Consultative Sales Approach
Records Maintenance
Team training and development
Customer follow-up
Marketing
Contract review and analysis
Lead Development
Client Account Management
Sales Quota Achievement
Clientele Development
Regulatory Requirements
Account Retention
Commercial lines
Call Center Customer Service
Roles And Responsibilities
- Finding the client, the best deal for insurance cover
- Provide general cover in areas such as property, travel, motor, and pet insurance.
- Building and maintaining business relationships with clients
- Scheduling and attending meetings.
- Discussing and assessing clients' current and future insurance needs
- Researching insurance policies and products
- Preparing reports for insurance underwriters
- Renewing or amending existing policies for clients
- Undertaking general administrative duties
Timeline
Insurance Broker
Mohammed Naif Agency
08.2016 - Current
Insurance & Financial Brokerage
State Farm Agent Mohammed Naif
11.2013 - 08.2016
P&C License and Life & Health in Insurance - Insurance
Pre-License Training
Series 6 and 63 Licenses - Security Investment
Kaplan University
Bachelor of Business Management - Business Administration And Management
University of Sana’a
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridImportant To Me
Company CultureWork-life balanceCareer advancementPaid sick leaveHealthcare benefitsWork from home optionAccomplishments
- Resolved product issues through consumer testing.
- Supervised a team of 25 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issues through consumer testing.
- Achieved MDRT twice.
Software
2 Radiusbob
3 AgencyBloc
4 Zoho CRM
5 Freshsales (formerly Freshworks CRM)
6 Insureio
7 Applied Epic
8 EZLynx
9 Salesforce
Affiliations
- AMCOB. Allied Muslims Chamber of Business
Certification
- Completed a nine-month Business Management and Team Leadership program with State Farm Insurance.
- Licensed Insurance Broker with P&C and Life and Health.
- attended all my Insurance Education and hundreds of one-on-one Training and online classes with State Farm and Many other Top 50 Insurance Companies in America like Nationwide, Safeco, New York Life, and Mutual of Omaha for the past 10 years.
Interests
Client’s Best Interests
Industry Knowledge
Ethical Conduct
Risk Management
Technology and Innovation