Maintained a 97% satisfaction rating over a 24-month period as a sales representative
As the company’s primary sales representative, I expanded the start-up’s client base by 60% in a 3-month period.
Exceeded partner development sign-on goals by 20% in Q1 2018.
Experienced with providing comprehensive support and enhancing team productivity. Utilizes effective communication and organizational skills to meet evolving needs. Track record of maintaining supportive and efficient environment.
Overview
12
12
years of professional experience
1
1
Certification
Work History
General Agent
United American Insurance Company/BFIA
01.2015 - Current
Used networks to find new customers and generated list of prospective clients
Conferred with clients to obtain and provide information when claims were made on a policy
Oversaw financial management of the agency by monitoring budgets, controlling expenses, and conducting regular audits to ensure fiscal responsibility.
Analyzed financial data regularly to identify trends affecting profitability and implemented necessary adjustments for sustained success.
Ensured compliance with all legal requirements pertaining to insurance policies sold by keeping abreast of changes in legislation that may impact products offered or business practices employed.
Developed new business opportunities by conducting market research, identifying trends, and targeting prospects within niche markets.
Energy Assistant Aide
Department of Social Services
01.2019 - 03.2019
Maintained appropriate confidentiality through entire process of the program
Assisted teachers in creating a positive classroom environment by implementing effective classroom management strategies.
Assisted in the organization of extracurricular activities such as field trips, holiday events, and after-school programs, fostering a sense of community among students.
Insurance Producer/Associate
World Financial Group
01.2017 - 01.2018
Sold various types of insurance policies, including automobile, fire, life, property, medical and dental insurance and specialized policies such as marine, farm/crop, and medical
Represented insurance companies to businesses and individuals
Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
Boosted policy sales through effective communication of product benefits and features.
Life Agent
Aflac, Inc
01.2013 - 01.2015
Selected company that offered coverage requested by client to underwrite policy
Monitored insurance claims to ensure they were settled equitably
Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 100%.
Education
MBA -
Trident University Cypress
Cypress, CA
01.2020
License - CA Insurance Producer
Pre-licensing Online
Los Angeles, CA
01.2013
Bachelor of Arts - Finance
University of the District of Columbia
Washington, DC
01.1992
Skills
Data entry proficiency
Document preparation
Meeting coordination
Expense reporting
Budget tracking
Verbal and written communication
Time management
Certification
Covered CA Certified.
California Prelicensing Certificate of Completion
Resident Insurance Producer
Life and Health Group
LANGUAGES
English
Timeline
Energy Assistant Aide
Department of Social Services
01.2019 - 03.2019
Insurance Producer/Associate
World Financial Group
01.2017 - 01.2018
General Agent
United American Insurance Company/BFIA
01.2015 - Current
Life Agent
Aflac, Inc
01.2013 - 01.2015
License - CA Insurance Producer
Pre-licensing Online
Bachelor of Arts - Finance
University of the District of Columbia
MBA -
Trident University Cypress
Similar Profiles
Katherine FloresKatherine Flores
Life Insurance Advisor at American Income Life Insurance CompanyLife Insurance Advisor at American Income Life Insurance Company