Personal Line Manager with over a decade of experience in leading a team, setting yearly reviews and goals with companies, managed and successfully completed a merger book roll over over 5 millions dollars.
Overview
11
11
years of professional experience
Work History
Personal Lines Manager
The Salvati Insurance Group
03.2022 - Current
Maintained records and stayed current with policy renewals.
Offered broadest possible coverage for new and existing business clients in order to maximize sales.
Service 2000+ accounts on regular basis to maintain and increase revenue.
Analyzed customer needs to provide customized insurance solutions.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Designed presentations and marketing materials to promote insurance products.
Manage a team of 10+ Account Managers and Production Team.
Production and and Account Manager
Millennium Insurance And Investments
01.2013 - 02.2022
Generated sales with a need based approached.
Built and strengthened long-lasting client relationships based on yearly reviews.
Evaluated client needs and developed tailored solutions to increase positive customer ratings.
Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.