Open To Work
Nicole Fischer
Williamsville,NY
Summary
Dynamic insurance professional with 7+ years of experience in broker management, voluntary benefits, sales leadership, and client relationship development. Proven ability to drive revenue growth, lead high-performing teams, and deliver exceptional service across workplace benefits, life, disability, and supplemental insurance products. Skilled in business development, compliance, training, and strategic planning to support organizational goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Broker Manager
ShelterPoint
Garden City, NY
04.2024 - Current
- Lead and support a team of brokers to oversee insurance firm operations and drive sales performance.
- Implement strategic initiatives that foster a high-performance culture and achieve financial targets.
- Ensure regulatory compliance to mitigate risk and uphold industry standards.
- Recruit, train, and mentor brokers to expand market reach and strengthen team capabilities.
- Maintain strong client relationships to promote retention and satisfaction.
Workplace Benefits Specialist (Independent Agent)
Chubb / Combined Insurance
Buffalo, NY
09.2023 - Current
- Provide voluntary benefits solutions to employers and employees as an independent agent specializing in workplace benefits.
- Conduct on-site and virtual consultations to educate clients on supplemental insurance options including accident, life, and disability.
- Manage full-cycle sales independently: prospecting, presentations, enrollments, and post-sale service.
- Build and maintain strong relationships with business owners, HR leaders, and employees to support enrollment and engagement.
- Ensure compliance with industry regulations while maintaining up-to-date product knowledge across Chubb and Combined Insurance offerings.
- Deliver claims support, policy reviews, and ongoing service to enhance customer satisfaction.
Sales Representative
Pearl Insurance
Albany, NY
08.2019 - 04.2024
- Achieved the highest monthly sales in company history (January 2024) with $100,000 in sales.
- Exceeded annual sales goals by 120%, earning multiple awards, incentives, and company trips.
- Developed and executed marketing strategies that increased territory sales and customer engagement.
- Maintained accurate sales forecasts and activity reports using CRM tools.
- Traveled throughout Region 6 West to meet clients, conduct virtual meetings, and strengthen relationships.
- Delivered post-sale support including product tutorials, claims assistance, and demonstrations.
Sales Representative
Combined Insurance
Cheektowaga, NY
07.2018 - 07.2019
- Achieved sales targets by presenting life, disability, and critical care insurance solutions to prospects across Western New York.
- Built strong client relationships to understand insurance needs and recommend appropriate coverage.
- Educated customers on product options and collaborated with underwriters to assess risk and determine policy coverage.
Education
Master of Legal Studies - Human Resources Management
Trinity International University
Santa Ana, CABachelor of Arts - Human Resource Management
Ashford University
Clinton, IASkills
- Business Development
- Voluntary Benefits
- Sales Strategy & Execution
- Client Relationship Management
- Talent Acquisition & Training
- CRM & Pipeline Management
- Compliance & Risk Mitigation
- Customer Service Excellence
- Office & Operational Procedures
Certification
- Certified Professional, Life & Health Insurance Program
- GBDS - Conferred September 2025
Timeline
Broker Manager
ShelterPoint
04.2024 - Current
Workplace Benefits Specialist (Independent Agent)
Chubb / Combined Insurance
09.2023 - Current
Sales Representative
Pearl Insurance
08.2019 - 04.2024
Sales Representative
Combined Insurance
07.2018 - 07.2019
Master of Legal Studies - Human Resources Management
Trinity International University
Bachelor of Arts - Human Resource Management
Ashford University