Shafiq Tokhi
Alexandria,VA
Summary
Professional insurance specialist with track record of delivering client-focused solutions and driving positive outcomes. Adept at navigating complex policies, risk assessment, and customer relationship management. Strong team collaborator, adaptable to changing needs, and consistently reliable in achieving organizational goals. Skilled in sales strategies, policy analysis, and client advisory services. Results driven, accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Overview
5
5
years of professional experience
Work History
Insurance Agent
Family First Life
04.2019 - 10.2023
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Boosted sales team morale and performance by leading informative training sessions on new products and sales techniques.
- Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Designed presentations and marketing materials to promote insurance products.
Education
High School Diploma -
West Potomac
Alexandria, VA06.2019
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Negotiation abilities
- Client Prospecting
- Customer Account Review
- Sales Reporting
- Document Control
- Call Center Customer Service
- Data Entry
- Customer follow-up
Timeline
Insurance Agent
Family First Life
04.2019 - 10.2023
High School Diploma -
West Potomac
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