Summary
Overview
Work History
Skills
Timeline
Generic

Paul Kendall

Bellevue,United States

Summary

Top producing Life Insurance Agent offering 15 years of experience in sales, customer service and team collaboration. Talented professional and adaptable, quick learner with a strong work ethic and passion for building relationships to understand customer needs. Excellent in active listening and communication to drive sales and engage with customers.

Overview

11
11
years of professional experience

Work History

Life Insurance Agent

AccuQuote
02.2023 - Current
  • Have always been a top 5% producer. Writing $80k - $120k in monthly AP.
  • Worked through AAA's existing insurance policies with their members offering reviews of their needs and solving those with new life insurance policies.
  • Streamlined application processes for clients, resulting in faster policy approvals and improved customer satisfaction.
  • Actively worked with management to produce action plans developing other agents skills on my team to encourage better performance.

Life Insurance Agent

Health IQ
02.2021 - 04.2022
  • Sold life insurance policies via telephone and assisted other agents with underwriting.
  • Communicated with clients to understand needs and identify best policies for each case.
  • Provided coverage option information to assist clients in protecting assets.
  • Maintained high standards of customer service by building relationships with clients.
  • Ended my tenure with Health IQ as their top performing producer throughout 2021 up to their closing of it's life insurance department in 2022. Production averages of 120 per month in Final Expense policies with $100k of monthly premiums.

Life Insurance Agent

SelectQuote
07.2019 - 02.2021
  • Communicated with clients to understand needs and identify best policies for each
    case.
  • Interviewed prospective clients to gather information on financial needs and
    discuss existing coverage.
  • Obtained underwriting approval by completing application for coverage.
  • Exceeded corporate quotas for monthly policy sales at $10MM in total coverage.

Life Insurance Partner

PNW Insurance Group
12.2018 - 06.2019
  • Professionally Partnered with PNW Insurance Group specializing in providing life insurance solutions to PNW's new and existing clientele.
  • Established contact with clients prospecting and introducing myself either in person or via phone call to assess and propose individual life insurance solutions.
  • Developed successful business models to introduce life insurance products and work with my agency owners to adjust and enhance professional approaches to their already trusted and established business.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Converted 45% of their clientele into life insurance policy holders with gross annual premium payments of $750k.

Life Insurance Agent

Efinancial
05.2013 - 12.2017
  • Number one nationally in produced policies for Fidelity Life Association 2016 with $30MM in placed coverage at $1.5MM in annual premiums.
  • Serviced impound calls to propose and produce life insurance products to clients.
  • Maintained contact with applicants throughout underwriting to ensure successful completion of life insurance policies.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.

Skills

  • Cross-selling and upselling
  • Friendly, positive attitude
  • Insurance sales strategy
  • Team training and development

Timeline

Life Insurance Agent

AccuQuote
02.2023 - Current

Life Insurance Agent

Health IQ
02.2021 - 04.2022

Life Insurance Agent

SelectQuote
07.2019 - 02.2021

Life Insurance Partner

PNW Insurance Group
12.2018 - 06.2019

Life Insurance Agent

Efinancial
05.2013 - 12.2017

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Paul Kendall