Hi, I’m
Nicholas Roop
Lake Orion,MI
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Summary
Dynamic entrepreneur and seasoned agent with a proven track record at Life Opulence LLC and New York Life Insurance Co. Excelled in client relations and strategic planning, driving financial growth and enhancing customer satisfaction. Skilled in marketing management and relationship building, consistently achieving significant business expansion and client retention.
Insurance professional with extensive experience in providing personalized insurance solutions. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, policy development, and effective communication.
Overview
12
years of professional experience
Work History
Life Opulence Llc
Owner
01.2023 - Current
Job overview
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Consulted with customers to assess needs and propose optimal solutions.
- Implemented marketing strategies to increase brand awareness and attract new customers.
- Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
- Established foundational processes for business operations.
- Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.
- Ensured regulatory compliance by staying abreast of industry-related changes and implementing necessary policies or procedures as needed.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
New York Life Insurance Co
Agent
03.2021 - 08.2022
Job overview
- Informed clients of policies and procedures.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
- Assisted clients in navigating the claims process, ensuring timely resolution of issues and optimal outcomes.
- Consistently met compliance requirements for the agency by promptly completing mandatory continuing education courses and staying current on industry regulations.
- Prepared and presented contracts and other legal documents to clients.
Made in Dreams
Owner
02.2013 - 01.2020
Job overview
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Consulted with customers to assess needs and propose optimal solutions.
- Implemented marketing strategies to increase brand awareness and attract new customers.
- Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.
- Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
- Generated revenues yearly and effectively capitalized on industry growth.
- Expanded business into new markets, cond
- Elevated brand awareness with targeted marketing campaigns, leveraging social media and digital platforms.
Education
Kaplan University, Davenport, IA
Life And Health Insurance
10.2019 - 12.2019
Oxford High School, Oxford, MI
High School Diploma
08.2003 - 05.2007
Skills
- Customer relations
- Small business operations
- Relationship building
- Verbal and written communication
- Client service
- Operations management
- Business management
- Business planning
- Strategic planning
- Project estimating
- Financial management
- Business marketing
- Business administration
- Regulatory compliance
- Sales strategy development
- Market trend awareness
- Client engagement optimization
- Marketing tactics
- Customer follow-up
- Client needs analysis
- Client retention
- New client acquisition
- Account management
- Negotiation
- Client account management
- Marketing management
- Email marketing
- Leads prospecting
- Lead development
- Marketing strategies
- Client relations
Work Preference
Work Type
Full TimeWork Location
RemoteOn-SiteHybridImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursHealthcare benefitsWork from home optionTeam Building / Company RetreatsPersonal development programsPaid sick leavePaid time off401k matchTimeline
Owner
Life Opulence Llc
01.2023 - Current
Agent
New York Life Insurance Co
03.2021 - 08.2022
Kaplan University
Life And Health Insurance
10.2019 - 12.2019
Owner
Made in Dreams
02.2013 - 01.2020
Oxford High School
High School Diploma
08.2003 - 05.2007
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