Dynamic insurance agent with a proven track record in ethical customer service and relationship building. Adept at crafting tailored solutions that meet client needs and enhance satisfaction.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
AMBA (Contract) Formerly UTA
Austin, TX
08.2000 - 01.2026
Licensed in Life & Health Insurance in 20 states.
Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Developed tailored insurance solutions to meet client needs and preferences.
Educated clients on insurance policies and procedures.
Cultivated strong relationships with clients, enhancing retention and satisfaction rates.
Generated leads through cold-calling, networking and other outreach methods.
Cross-sold insurance products to existing clients to reach sales targets.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
Worked closely with other team members sharing industry insights and best practices to achieve goals.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients' unique situations.
Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
Utilized CRM software to manage client relationships.
Education
Bachelor of Arts - Speech Language Pathology
Hofstra University
Hempstead, NY
Post Graduate Credits - Post Graduate Credits in Speech Language Pathology
Queens College
Flushing, NY
Skills
Licensed insurance agent
Health insurance
Life insurance
Professionalism and ethics
Customer service
Policy knowledge
Relationship building
Cold calling
Client prospecting
Reference selling
Certification
Life & Health License - 2000 - Current
AHIP Certification
Long-Term Care Certification
Timeline
Licensed Insurance Agent
AMBA (Contract) Formerly UTA
08.2000 - 01.2026
Bachelor of Arts - Speech Language Pathology
Hofstra University
Post Graduate Credits - Post Graduate Credits in Speech Language Pathology