Raquel Murphy
Hartsdale,NY
Summary
Dynamic professional with a proven track record in client relations and sales, honed at HUB International Limited and Guardian Life Insurance. Expert in contract negotiation and customer needs assessment, I excel in building rapport and adapting to change, ensuring client satisfaction and retention. Achieved significant process improvements, demonstrating resilience under pressure and a keen business acumen.
Overview
30
30
years of professional experience
Work History
Insurance Broker
HUB International Limited
06.2005 - Current
- Met with prospective clients to discuss insurance needs and provide solutions.
- Conducted detailed needs assessments for prospective clients, ensuring comprehensive understanding of their insurance
- Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
- Fostered strong relationships with clients to ensure high levels of retention and satisfaction.Collaborated with underwriters to expedite approval process for clients.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- 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.
- Analyzed risk factors to recommend appropriate coverage levels.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
Insurance Broker
Self-employeed
01.2004 - 06.2005
- 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.
Insurance Agent
Guardian Life Insurance
03.2003 - 01.2004
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Attorney/Paralegal
SELF
12.1994 - 03.2003
- Managed complex caseloads effectively by prioritizing tasks and keeping organized records of case materials.
- Developed strategies to resolve cases in client's best interest.
- Drafted comprehensive legal documents such as pleadings, motions, briefs, contracts, wills, and trusts for various clients.
- Filed timely case pleadings to meet firm deadlines.
- Conducted legal research and conferred with colleagues with subject matter expertise to develop strategies and arguments in preparation for presentation of cases.
- Represented clients in court hearings and in negotiations with other parties.
Education
J.D. - Law
University of West Los Angeles School of Law
Los Angeles, CA05-1994
Bachelor of Arts - Spanish Language And Literature
Loyola Marymount University
Los Angeles, CA05-1990
Skills
- Client relations
- Customer assistance
- Sales training
- Technical support
- Resilience under pressure
- Networking
- Adaptability to change
- Objection handling
- Paperwork processing
- Building rapport
- Trade show representation
- Cross-selling techniques
- Sales software proficiency
- Client analysis
- Industry expertise
- Business acumen
- Contract negotiation expertise
- Customer needs assessment
- Process improvement
- Staff training
- Time management
Languages
Spanish
Native or Bilingual
Interests
- Volunteering for community initiatives to give back to local communities and make a positive impact enjoy helping others and giving back to the community
- Yoga
- Hiking
- Fashion and Style
Timeline
Insurance Broker
HUB International Limited
06.2005 - Current
Insurance Broker
Self-employeed
01.2004 - 06.2005
Insurance Agent
Guardian Life Insurance
03.2003 - 01.2004
Attorney/Paralegal
SELF
12.1994 - 03.2003
J.D. - Law
University of West Los Angeles School of Law
Bachelor of Arts - Spanish Language And Literature
Loyola Marymount University
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