Summary
Overview
Work History
Education
Skills
fluent in French and Arabic
Languages
Timeline
Generic

Rim Alkhafaji

San Diego,CA

Summary

Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing [Number]-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Commended for planning and leading over 250 client appointments. Client-centered and dedicated to customizing insurance programs to suit individual customer needs. Insightful Insurance Sales Agent bringing 1 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.

Overview

1
1
year of professional experience

Work History

Insurance Advisor

Primerica
San Diego, CA
04.2022 - Current
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
  • Calculated premiums and established payment methods.
  • Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
  • Provided quotes and promoted products for building, contents and vehicle insurance.
  • Appraised personal and real properties to determine correct levels of coverage for each policy.

Mortgage Loan Closer

Rancho Realty And Lending
San Diego , CA
04.2022 - Current
  • Pleasantly answered questions from customers, typically returning calls within [Number] hours.
  • Reviewed mortgage documents for accuracy, which included title abstract and insurance forms.
  • Communicated closely with inter-company staff members to promote quick and effective loan workflow.
  • Provided highest level of service and support to customers, closing agents and realtors.
  • Prepared all paperwork for loan package and arranged final closing meeting.
  • Explained different types of loans pertaining to client situations.
  • Reviewed loan files and updated to match current standards.

Solar Sales Consultant

Infinity Energy
San Diego , CA
01.2022 - 04.2022
  • Prepared analyses of customer's current and projected electrical usage, demonstrating financial return on investment via new system introduction.
  • Created sales and marketing tools, growing clientele and generating quality sales leads.
  • Discussed solar benefits with customers and drew comparisons with power company rates and drawbacks.
  • Produced quotes, proposals and contracts as part of sales process.
  • Generated solar energy customer leads to develop new accounts.
  • Gave smooth and successful presentations at customer locations.

Education

Associate of Arts - Business Administration

Grossmont College/ Cuymaca College
El Cajon, CA
12.2021

High School Diploma -

Bab Al Andalouss High School
Morocco Casablanca
06.2019

Skills

  • Policy Renewals
  • Form Completion and Submission
  • Persuasive Selling
  • Policy Feature Explanations
  • Insurance Customization
  • Vision and Dental Insurance
  • Binder Coverage
  • Corporate Social Responsibility
  • Customer Experience
  • Insurance Policy Sales
  • Administrative Support
  • Marketing Strategy Development
  • Client Prospecting
  • Clientele Development

fluent in French and Arabic

speaking three languages is like having another hand, those skills are a life lasting skills that i will upkeep because they are very valuable in the long run.

Languages

Arabic
Native or Bilingual
French
Native or Bilingual
English
Full Professional

Timeline

Insurance Advisor

Primerica
04.2022 - Current

Mortgage Loan Closer

Rancho Realty And Lending
04.2022 - Current

Solar Sales Consultant

Infinity Energy
01.2022 - 04.2022

Associate of Arts - Business Administration

Grossmont College/ Cuymaca College

High School Diploma -

Bab Al Andalouss High School

Similar Profiles

CREATE PROFILE
Rim Alkhafaji