Hi, I’m
Perry Brian
Indio,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
35
years of professional experience
1
Certificate
Work History
Premium Choice LLCEncino, California
Telephonic Medicare Sales
01.2022 - Current
Job overview
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Handled 80-100 calls per day to address customer inquiries and concerns
DirectPathBirmingham, AL
Group Health Specialist
08.2017 - 12.2021
Job overview
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Met with customers to provide information about available products and policies.
- Exceeded goals through effective task prioritization and great work ethic
Ascension Insurance (Now Called Relation InsurancePalm Desert, California
Vice President-Employee Benefits
11.2014 - 07.2017
Job overview
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Calculated quotes and educated potential clients on insurance options.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Met with prospective customers and business owners in homes, businesses and other settings.
Southern States Insurance GroupPalm Desert, CA
Commercial Insurance Broker
05.2010 - 10.2014
Job overview
- Offered detailed information about products and binding coverage.
- Reviewed, shopped and processed renewals.
- Explained detailed policy concepts in easy-to-understand terms.
- Provided advice, answered queries and escalated complaints to management.
- Received inbound phone calls and electronic quote submissions
- Met with customers to provide information about available products and policies
Brian Insurance ServicesVisalia, CA
Self-Employed Insurance Broker
07.2001 - 04.2010
Job overview
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Calculated quotes and educated potential clients on insurance options.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Started with zero revenue and created agency with $200,000 + revenue
The Grace HomesVisalia, CA
Human Resources Manager
03.1999 - 06.2001
Job overview
- Maintained payroll and benefits for employees in various locations and diminished financial discrepancies through expert program management.
- Maintained company compliance with local, state and federal laws, in addition to established organizational standards.
- Organized and led staff orientation programs and training to promote collaboration.
- Motivated employees through special events, incentive programs and constructive feedback.
- Maintained payroll and benefits for employees in various locations, minimizing financial discrepancies through detailed program management
- Directed job fairs to bring in local talent for long term and seasonal positions
- Facilitated onboarding sessions and on-the-job training for new hires bolstering position knowledge and skillset
New Hope Christian ChurchVisalia
Worship Arts Pastor
02.1993 - 05.1999
Job overview
- Coordinated music and special vocals for worship services.
- Supported pastor in discerning and meeting spiritual needs and helped church members and guests develop sense of belonging.
- Performed as versatile vocalist and instrumentalist to support inspirational worship services.
- Recruited volunteers for choirs and worship teams.
ConservacareHuntington Beach, CA
Business Insurance Consultant
01.1987 - 08.1990
Job overview
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
Prudential FinancialOntario, CA
Insurance Agent
05.1985 - 02.1987
Job overview
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
- Collected, analyzed and validated agency commissions
Education
Azusa Pacific UniversityAzusa, CA
Bachelor of Arts from Music Education
05.1983
Skills
- Form Completion and Submission
- CMS Guidelines
- Clientele Development
- Insurance Policy Sales
- Explaining Benefits
- Persuasive Negotiations
Certification
- ACA Certification Training - 2015
- Medicare Certification-2006-present
Affiliations
National Association of Health Underwriters
Timeline
Telephonic Medicare Sales
Premium Choice LLC
01.2022 - Current
Group Health Specialist
DirectPath
08.2017 - 12.2021
Vice President-Employee Benefits
Ascension Insurance (Now Called Relation Insurance
11.2014 - 07.2017
Commercial Insurance Broker
Southern States Insurance Group
05.2010 - 10.2014
Self-Employed Insurance Broker
Brian Insurance Services
07.2001 - 04.2010
Human Resources Manager
The Grace Homes
03.1999 - 06.2001
Worship Arts Pastor
New Hope Christian Church
02.1993 - 05.1999
Business Insurance Consultant
Conservacare
01.1987 - 08.1990
Insurance Agent
Prudential Financial
05.1985 - 02.1987
Azusa Pacific University
Bachelor of Arts from Music Education
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