Phillip Davis
Fort Lee,NJ
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
1
1
Certification
Work History
Insurance Agent
Carida Insurance
Rochelle Park, NJ
08.2023 - Current
- Provided customers with information regarding plan features, pricing, and availability.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Prepared proposals and conducted closing interviews to sell insurance products.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Prepared proposals and conducted closing interviews to increase insurance sales.
- Achieved repeat business and referrals through personalized services.
- Responded to customer inquiries and problems to promote great service.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Sought out new clients and developed clientele by networking to find new customers.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Researched insurance plans to find good options for clients' needs.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Analyzed customer needs and provided best options, upselling products and services.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Assessed customer risk levels and recommended appropriate coverage options.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Developed fact-finding interviews to determine need for coverage.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Understood and followed oral and written directions.
- Maintained updated knowledge through continuing education and advanced training.
- Completed day-to-day duties accurately and efficiently.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Delivered products to customer locations on time.
Education
Monadnock Regional High School
Swanzey, NH06-1992
Some College (No Degree) - Marketing
University of Wisconsin Milwaukee
MilwaukeeSkills
- Policy Renewals
- Account Management
- Client Relations
- Client Retention
Affiliations
- I DO enjoy several activities, mostly sports related, I've coached 2 of my daughters in basketball
- Spent 8 years in an MMA gym in Milwaukee and loved all 8 years, so if I get the opportunity, I'd love to return
- Spent most of my life in one form of gym or another
Certification
- I've passed every test I've taken on the first try ( Life, health, and SIE, which I'm told is the most difficult)
- I'm licensed in 22 states for Health and Life
- I passed the CE for Annuties
About me
- I joined the Marine Corps right out of high school, They really taught me attention to detail and to never quit
- I did coach 2 daughters in a feeder program in basketball for a D-1 High School
- Passed the CDL, with all the endorsement tests on my first try,
- Passed the life and health and the SIE on the first try
- I was offered an engineering position at UVA, which I turned down, not because I thought it would be too difficult, just that the pay didn't match the surrounding area
References
References available upon request.
Timeline
Insurance Agent
Carida Insurance
08.2023 - Current
Monadnock Regional High School
Some College (No Degree) - Marketing
University of Wisconsin Milwaukee
Similar Profiles
Mark OrlinskyMark Orlinsky
Licensed Call Center Medicare Agent at Carida InsuranceLicensed Call Center Medicare Agent at Carida Insurance
STEPHANIE ENYIORJISTEPHANIE ENYIORJI
Medicare Sales Specialist at Carida InsuranceMedicare Sales Specialist at Carida Insurance
Adrienne TorresAdrienne Torres
Senior Quality Assurance Analyst at Carida InsuranceSenior Quality Assurance Analyst at Carida Insurance
Lucas ArzilliLucas Arzilli
Deli Manager at PSK SupermarketsDeli Manager at PSK Supermarkets
ALEXIS CLEMENTEALEXIS CLEMENTE
Sober Companion / Therapeutic Coach at Private ClientsSober Companion / Therapeutic Coach at Private Clients