Sean O'Neil
Charlottesville,VA
Summary
Customer-oriented, strategic-thinking professional with 15+ years of experience in building relationships, cultivating partnerships, retaining top accounts, and growing profit channels by establishing trust. Highly persuasive professional known for exceeding targets. In depth knowledge of highly regulated insurance industry. Accredited broker in PA
Overview
14
14
years of professional experience
1
1
Certification
Work History
Account Representative
The Philadelphia Contributionship
Philadelphia, PA
07.2012 - 01.2025
- Sought out new clients and developed clientele by networking to find new customers. Developed strategies to cross-sell additional products to existing clients.
- Managed multiple accounts simultaneously while meeting deadlines for each one.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Prepared reports for management summarizing progress made in sales activities.
- Established relationships with underwriters, brokers, agents, and other stakeholders in the industry.
- Received and processed client payments and updated accounts. Resolved billing issues related to policy changes or cancellations.
- Provided quotes on insurance premiums based on customer requirements. Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Achieved repeat business and referrals through personalized services.
- Processed applications for new and renewal policies, endorsements, and cancellations. Gathered information from clients to create customized insurance plans.
- Maintained accurate records of all client interactions in the CRM system. Strengthened traceability by developing organization systems for keeping records.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Monitored industry trends, regulations, and developments in order to stay updated on current practices.
- Explained complex insurance terms and coverage options to customers. Advised customers on how best they can utilize their available benefits effectively.
- Attended conferences, workshops, seminars, webinars related to the industry. Leveraged industry trends to shape solutions and approaches.
Risk Manager, Insurance Broker
Peterson Insurance Services
Havertown, PA
06.2011 - 07.2012
- Developed and implemented a comprehensive marketing strategy to increase life insurance sales.
- Maintained a comprehensive knowledge of state laws governing personal insurance sales practices.
- Participated in continuing education courses related to the field of insurance sales.
- Developed and implemented new insurance sales strategies to increase customer base.
Education
Bachelor of Science - Communications
East Carolina University
Greenville, NC05-2007
Skills
- Department collaboration
- Contract negotiation and closing tactics
- Sales proficiency
- Project management
- Consultative sales
- Document management
- Customer relationship management
- Regulatory compliance
- Account management
- Customer engagement
- Sales expertise
- Prospecting skills
Affiliations
- Competitive golfer, avid photographer, former competitive swimmer
Certification
- Licensed Insurance Broker
Timeline
Account Representative
The Philadelphia Contributionship
07.2012 - 01.2025
Risk Manager, Insurance Broker
Peterson Insurance Services
06.2011 - 07.2012
Bachelor of Science - Communications
East Carolina University
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