Parker Dire

• Built relationships with clients using active listening and issue resolution to provide excellent service.
• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Maintained high standards of customer service by building relationships with clients.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Utilized CRM software to manage client relationships.
• Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
• Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
• Identified potential risks in client businesses and recommended appropriate insurance coverage.
• Prepared and reviewed insurance applications to verify compliance with regulations.
• Cross-sold insurance products to existing clients to reach sales targets.
• Conducted annual reviews of existing policies to update information.
• Negotiated contracts and terms of sale with potential customers.
• Finalized sales and collected necessary deposits.
• Educated clients on insurance policies and procedures.
• Designed presentations and marketing materials to promote insurance products.
• Conducted research and identified market trends to develop better strategies for sales.
• Analyzed customer needs to provide customized insurance solutions.
• Analyzed risk factors to recommend appropriate coverage levels.
• Met with customers to provide information about available products and policies.
• Calculated premiums and established payment methods for sales.
• Created sources for continuous client referrals within community and with businesses using extensive networking skills.
• Collected premiums on or before effective date of coverage.

Analyzed loan documentation for accuracy

Verified documentation accuracy and currency of loan collateral.

Made sure all loans were compliant with banking regulations

Role did require some credit analysis

Processed loan advances and loan payments

Processed wire transfers