Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Paula-Jean D'Arrigo

Paula-Jean D'Arrigo

Insurance
Bonita Springs,FL

Summary


Successful seasoned Insurance Agent with 15+ years expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk in personal, commercial, flood and small business providing tailored solutions to meet needs. Proven history building strategic partnerships optimizing agencies growth. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personal style.

Overview

19
19
years of professional experience

Work History

Founder and CEO

Next Level Coaching
03.2017 - Current
  • Coaching professional women on health, wealth & work life balance.
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Investigated and addressed business development challenges to proactively mitigate problems.
  • Developed innovative sales and marketing strategies to facilitate business expansion.
  • Studied market to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
  • Created and monitored promotional approaches to increase sales and profit levels.

Licensed Insurance Agent

Hig Insurance Group
05.2014 - 07.2018
  • Explained features, advantages and disadvantages of various policies to promote insurance sales and educated clients on insurance options
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Used consultative sales techniques to reach monthly, quarterly and annual sales goals.
  • Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.
  • Supported sales, brokers, consultants and underwriters in marketing and sales activities.
  • Capitalized on upsell opportunities with offers of life health small business and commercial support and additional insurance policy options.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.

Licensed Insurance Agent

Hughes Insurance Agency
01.2004 - 05.2014
  • Sold auto, home, life and other various insurance products to individuals within hospital group using consultative selling techniques.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Obtained underwriting approval by completing application for coverage.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Conducted annual reviews of existing policies to update information.

Education

Associate of Science - Business Administration

Bristol Community College, Fall River, MA
01.1986

Professional Licenses

Property & Casualty MA & RI

Life & Health MA & RI

Licensed Insurance Advisor (LIA)

Real Estate License MA & RI

Professional Development

Certified Insurance Counselor

Principles of Risk Management

Analysis, Control & Financing of Risk

Practice of Risk Management

Construction Risk Insurance Counselor

NFIP/Fema Training

Extensive Sales Training

Marketing Management

Growth & Leadership Training

Coaching Training Mentor

Skills

  • Underwriter Collaboration
  • Clientele Development
  • Marketing Strategy Development
  • Insurance Program Analysis
  • Client Prospecting
  • Casualty Insurance Industry Knowledge
  • Strategic Partnership Cultivation
  • Identifying Opportunities
  • Consultative Sales Approach
  • Critical Thinking
  • Promotions and Marketing Strategies
  • Financial Management
  • Flood Insurance Expertise
  • Asset Protection Expertise

Affiliations

  • Massachusetts Association of Insurance Women
  • American Association of Business Women
  • Massachusetts Real Estate Association
  • Rotary International

Timeline

Founder and CEO - Next Level Coaching
03.2017 - Current
Licensed Insurance Agent - Hig Insurance Group
05.2014 - 07.2018
Licensed Insurance Agent - Hughes Insurance Agency
01.2004 - 05.2014
Bristol Community College - Associate of Science, Business Administration

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