Paul LeBlanc
Jacksonville,Florida
Summary
Proven Insurance Broker with a track record of enhancing client satisfaction at My Wellbeing Insurance through expert counseling and strong negotiation skills. A proactive team player, adept in building lasting client relationships and exceeding sales goals by over 20%. Specializes in life and health insurance, blending hard and soft skills to achieve exceptional outcomes.
Overview
25
25
years of professional experience
Work History
Insurance Broker
My Wellbeing Insurance
Jacksonville, FL
04.2012 - 04.2024
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
Pre Need Counselor
Precoa
Tampa, FL
06.2014 - 08.2015
- Assisted clients in setting realistic goals, developing action plans, and monitoring progress towards achievement.
- Maintained accurate documentation of client interactions, assessments, and progress notes for effective case management.
- Educated clients on available community resources, fostering a sense of empowerment and selfsufficiency.
- Improved client satisfaction through consistent communication, empathy, and understanding of their unique challenges.
Car Sales Advisor
Keffer Automotive Group
Charlotte, NC
09.1999 - 12.2000
- Demonstrated exceptional product knowledge, enabling tailored recommendations based on customer needs.
- Facilitated smooth transactions by guiding customers through required paperwork and payment processes accurately.
- Developed strong relationships with clients, resulting in increased repeat business and referrals.
- Negotiated favorable deals for both the customer and dealership, maintaining a high level of satisfaction.
- Consistently exceeded monthly sales goals by employing effective closing techniques during negotiations with customers.
Education
Bachelor of Science - Psychology
Queens University
Charlotte, NC05-2028
Skills
- Proactive team player
- Skilled in intake interviewing
- Client relationship building
- Driven
- Claims handling
- Counseling
- Goal-oriented mindset
- HIPAA
- Strong negotiation
- Sales presentations
- Life and health insurance
- Underwriting principles
Timeline
Pre Need Counselor
Precoa
06.2014 - 08.2015
Insurance Broker
My Wellbeing Insurance
04.2012 - 04.2024
Car Sales Advisor
Keffer Automotive Group
09.1999 - 12.2000
Bachelor of Science - Psychology
Queens University