Insurance sales professional with four years of combined experience in life/health and property/casualty. Demonstrates a proven track record in achieving and surpassing sales goals, enhancing customer loyalty and upselling insurance products. Adept at leveraging analytical skils and attention to detail to optimize client financial options and ensure compliance with industry regulations
Overview
4
4
years of professional experience
1
1
Certification
Work History
Viatical Settlement Consultant
Self-employeed
Phoenix, AZ
05.2024 - Current
Guide policyholders through viatical settlement qualification, ensuring smooth process completion.
Facilitate essential contacts, achieving successful settlements for clients.
Utilize analytical skills to evaluate policy eligibility and financial benefits.
Collaborate with stakeholders to streamline settlement protocols.
Deliver measurable results by optimizing client financial options.
Telecom Distributor
Self-employeed
Phoenix, AZ
05.2022 - 05.2024
Conducted proactive community outreach to enroll clients into the lifeline and ACP telecom and broadband programs.
Educated potential benficiaries about the benefits they may be entitled to.
provided customer support and tech support along with enrollment problem solving.
Collaborated with team members and managers to achieve program enrollment targets and performance goals.
Acquired contacts with city, state, county, and privately owned facilities to service their clients and other qualified individuals.
Pursued multiple opportunities for career growth and advancement, such as inventory management, sales team onboarding and training tasks, along with sales team management.
Independent Life Insurance Broker
Self-employeed
Phoenix, AZ
10.2021 - 05.2023
Engaged in business-to-business outreach to arrange educational, final expense insurance seminars in senior living facilities.
Educated seniors in the many types of life insurance policies and pricing structures, and offered free quotes.
Developed and maintained relationships with clients resulting in customer satisfaction, retention, and referrals.
Analyzed clients' current life insurance policies and recommended additional coverage, along with new policy replacement options.
Prepared and presented life insurance quotes.
Insurance Sales Producer
Mulloch Insurance Agency Inc.
Lake Oswego, OR
10.2020 - 10.2021
Assisted customers with filing claims and resolving disputes or discrepancies.
Maintained records of customer interactions, accounts, and sales activities.
Reviewed customer portfolios to ensure that all coverages were adequate and accurate.
Participated in team meetings to discuss best practices for increasing sales productivity.
Updated customer profiles with current information regarding contact details or policy changes.
Advised clients on industry standards, legal requirements, and best practices in the field of insurance.
Managed multiple accounts simultaneously while meeting deadlines consistently.
Researched competitors' offerings in order to remain competitive in the marketplace.
Education
Associate of Applied Science - Cosmetology
Mount Hoot Community College
Gresham, OR
11-2003
Skills
Problem-Solving
Client rapport
Project Management
Resource Evaluation
Issue Resolution
MS Office
Project Leadership
Client Relationships
Attention to Detail
Work Planning and Prioritization
Analytical Thinking
Outcome Accountability
Goal Setting
Client Engagement
Processes and procedures
Customer Relationship Management
Project Implementation
Accomplishments
Top Telecom individual producer award 10/22
Telecom distributor leadership award 5/23
Won top telecom individual producer competiton 8/23