Noemi Dunlap

• Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Calculated quotes and educated potential clients on insurance options.
• Handled approximately 50+ outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.

Customized existing insurance programs to suit individual client needs by analyzing specific requirements. Processed and recorded new policies and claims. Assisted customer with any claim processing. Checked claim documentation for accuracy and validity on updated systems. Current License - Property and Casualty for North Carolina

Handled high volume outbound and inbound sales and service-related calls to qualify individuals interested in purchasing or servicing insurance policies. Clarified customer issues and determined root cause of problems to resolve product or service complaints. Processed customer adjustments to maintain financial accounts. Collected and analyzed customer information to prepare product or service reports. Licensed - Property and Casualty for all 50 states.

Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling. Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 20%. Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques. Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.

Manage the entire loan process from origination, prospecting and closing loan deals Responsible for managing collection activities, which included payment servicing, account maintenance and consulting with customers on loan payments for past due accounts. Consult with customers about their financial and personal objectives, and offered the best loan solutions to meet their needs. Reviewed/underwrote loan applications to assess the credit and fraud risk of potential borrowers, while consistently being recognized as a top producer. Analyzed a high volume of financial documents and statements to solidify credit worthiness and identify risk factors.

Sought out new clients and developed client relationships through networking, direct referrals, online request, lead databases, and written inquiries for life, health and supplemental insurance products. Collected payments on all policies. Worked with customers on reporting and processing medical claims. Maintained knowledge of benefits claim processing, claims principles, medical terminology and procedures and HIPAA regulations.