Robert Shaftic
Blairstown,NJ
Summary
A seasoned Insurance Advisor with a proven track record at Weichert Insurance Agency, I excel in client needs evaluation and service excellence, ensuring high client retention rates. Skilled in Personal Lines insurance and certified as an Insurance Professional, I adeptly leverage customer relationship management to exceed sales targets and foster lasting relationships.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Weichert Realtors
06.2013 - Current
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Calculated quotes and educated potential clients on insurance options.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Account Associate
Weichert Realtors
03.2011 - 06.2013
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Call Center Representative
Weichert Realtors
03.2009 - 02.2011
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
- Worked closely with new hires, answering questions and addressing various concerns during onboarding process.
- Trained new hires in technology required to access company systems and complete job tasks.
Education
Bachelor of Arts - History
William Paterson University of New Jersey
Wayne, NJ06-2003
Skills
- Insurance Solutions
- Client Needs Evaluation
- Service Excellence
- Client retention
- Customer Relationship Management
- Life insurance
- Certified Insurance Professional
Accomplishments
Ambassadors Sales Club member in 2019, 2021, 2022, and 2024. This designation is bestowed upon the top 8 Insurance Advisors in the Agency.
Certification
- Property and Casualty License - CA, DC, IL, MA, MD, MI, NJ, NY, OH, PA, TN, TX, VA Department of Insurance.
- Life Insurance License - CA, IL, MA, MI, NJ, NY, OH, PA, TN, TX, VA Department of Insurance.
Timeline
Insurance Advisor
Weichert Realtors
06.2013 - Current
Account Associate
Weichert Realtors
03.2011 - 06.2013
Call Center Representative
Weichert Realtors
03.2009 - 02.2011
Bachelor of Arts - History
William Paterson University of New Jersey
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