Onboard and coach new employees after completing licensing and pipeline training. Execute coaching routines to ensure business and regulatory procedures are adhered to; drive business results by coaching to compliant sales practice techniques.
Flex role responsibilities to include: manager sit ins during extended leaves, training initiatives, and other ad hoc business assignments.
Customize insurance recommendations and risk management techniques by conducting individualized client risk analysis while driving business results and retaining current clients.
USAA Insurance
Tampa, FL
Insurance Professional I
11.2017 - 12.2018
Job overview
Drive business results by recommending type and amount of coverage based on analysis of cleints' unique needs and coverage gaps in the fifty U.S. states.
Consistently perform to company core quality and sales metrics by implementing feedback using the SMART goal setting framework.
Assist in the development of coworkers by providing coaching feedback to compliance and business procedures.
USAA Insurance
Tampa, FL
Insurance Professional II
10.2016 - 11.2017
Job overview
Recommend risk management solutions by asking open ended questions to understand clients' needs, quoting, and issuing personal lines property and casualty policies.
Assist in the retention of clients by performing rate increase analysis and recommending viable alternative solutions.
Assist existing clients with billing and servicing inquiries for personal lines property and casualty insurance policies.