Organized and detail-oriented Licensed Realtor seeking to leverage transferable skills into a role that allows for learning, growth and long term success. Adept in contract deadline management, project timeline coordination, and strategic solution planning. Proven expertise in real estate and consulting, client relationship management, and research & data analysis.
Consulted employers on benefit plans and implemented expense management strategies, optimizing employee health benefits and improving company profit margins.
Managed a large client portfolio, utilizing time management and follow-up techniques to consistently meet client expectations and achieve high retention rates.
Developed customized strategies to exceed sales goals, optimizing benefit plans and reducing employee turnover through cost-effective solutions.
Administered tax-saving programs (Section 125), ensuring compliance while maximizing employee benefits and minimizing tax liabilities.
Conducted one-on-one open enrollment meetings, educating employees on medical, disability, and life insurance options, and providing cost-saving alternatives.
Exceeded sales goals in home, auto, and life insurance by actively listening to customer needs and providing tailored solutions, resulting in increased customer satisfaction and sales growth.
Resolved customer complaints professionally by addressing concerns promptly, enhancing customer loyalty and retention.
Assessed financial needs and recommended products that aligned with long-term goals by evaluating clients’ unique situations, helping them secure the most suitable insurance solutions.
Educated clients on insurance policies and procedures by clearly explaining coverage details, enabling them to make informed decisions about their insurance needs.