Pelham Williams
Johns Creek,GA
Summary
Results-oriented Insurance Broker with persuasive communication style and strong closing abilities. Adept at capitalizing on sales opportunities and driving portfolio growth.
Customer-focused salesperson with a team-oriented mindset. Comprehensive consumer needs assessment skills which foster strong client connections to identify the right solution. Supportive listener with extraordinary customer empathy and ability to connect with potential clients.
Overview
42
42
years of professional experience
1
1
Certification
Work History
Medicare Insurance Broker
Assurance IQ, LLC
Seatle, Washington
02.2020 - Current
- Talked with clients to maintain relationships and provide customers with thorough support and guidance in selecting insurance products.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Met with clients to determine coverage objectives and review financial information.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Maintained customer satisfaction with forward-thinking strategies focused on anticipating customer needs and resolving concerns.
- Offered advice and assistance to clients, paying attention to special needs or wants.
- Recommended products to customers, thoroughly explaining details.
- Met customer call guidelines for service levels, handle time and productivity.
- Maintained up-to-date knowledge of product and service changes.
- Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction.
Managing Partner
H A & W Business Enterprises, LLC
Atlanta, GA
05.2016 - Current
- Established and implemented business procedures and process improvements.
- Analyzed and presented financial standings and cost effectiveness to other partners and shareholders.
- Managed project selection, planning, development, scheduling of new and renovated housing structures.
- Developed and administered $15 Million yearly budget.
- Developed Operations and Human Resources policies and procedures.
Director of Corporate Services
Williams - Russell & Johnson, Inc.
Atlanta, GA
09.1982 - 05.2015
- Directed all Accounting, HR, Purchasing, Project Management and Risk Management functions for a 250 person Architectural Engineering and Planning firm with multiple branches office throughout the United States.
- Federal & State contract certified Project Administrator.
- Built and implemented programming strategy and standards that supported enterprise philosophy.
- Met regulatory, compliance and safety requirements.
- Championed relationship building, cross-collaboration and mentorship throughout strategic partners.
- Recruited, trained, mentored and engaged highly successful operations leadership team.
Education
Bachelor of Arts - Finance & Management
Morehouse College
Atlanta, GA06.1982
Skills
- Consultative Selling Techniques
- Projects very Professional Image
- Life Health Accident & Medicare Licensed Agent
- 2023 AHIP Certified
- 2023 RTS with Cigna, UHC, Humana, Aetna, Centene, Elevance ( Athem) WellCare
- Skilled at Client Retention
- Sales Policy Contest Winner!
- Stays Abreast of Industry Best Practices
Certification
- Licensed Medicare Broker in:
GA FL IN SC NC CA PA TX VA MI NY NV AZ & WA
2023 AHIP Certified
RTS with Multiple Carriers
Timeline
Medicare Insurance Broker
Assurance IQ, LLC
02.2020 - Current
Managing Partner
H A & W Business Enterprises, LLC
05.2016 - Current
Director of Corporate Services
Williams - Russell & Johnson, Inc.
09.1982 - 05.2015
Bachelor of Arts - Finance & Management
Morehouse College
- Licensed Medicare Broker in:
GA FL IN SC NC CA PA TX VA MI NY NV AZ & WA
2023 AHIP Certified
RTS with Multiple Carriers
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