Dynamic professional with extensive experience as a Life Insurance Agent at Transamerica Life Insurance Company, excelling in customer engagement and financial planning. Proven ability to streamline processes and enhance customer satisfaction through effective communication and relationship-building. Skilled in schedule management and navigating complex insurance landscapes to deliver tailored solutions.
Hi, I’m
Stephen Farrell
Summary
Overview
19
years of professional experience
1
Certification
Work History
Uber, Uber Eats
Rideshare Driver
05.2023 - Current
Job overview
- Developed strong communication skills while interacting with diverse groups of riders daily.
- Responded to passenger concerns and complaints politely and professionally.
- Followed company guidelines and policies when interacting with passengers.
- Assisted passengers with loading and unloading luggage for enhanced customer care.
- Built and maintained positive relationships with passengers by providing friendly and professional service.
Transamerica Life Insurance Company
Life Insurance Agent
04.2014 - 04.2023
Job overview
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
American International Group Inc
Insurance Agent
09.2006 - 03.2014
Job overview
- 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.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Education
University of South AlabamaMobile, AL
from Finance
University Overview
Skills
- Schedule management
- Excellent navigation
- Customer service
- Vehicle maintenance
- Customer engagement
Accomplishments
Accomplishments
I began my career after college with Household Finance Corp and became a Branch Manager after training. I learned management skills, customer relationships, lending and collection skills. I worked for liberty Federal Savings & Loan and used my skill to originate consumer & indirect lending plus VA. and conventional mortgages.
I managed a subprime Mortgage !ending branch office for Aegis Mortgage. to originate conventional mortgage loans and manage a staff of originators and processors.
I won many performance awards and great trips while working for AIG, Transamerica and several Finance Companies.
Certification
- Florida Life and Health Insurance 215 license
Timeline
Rideshare Driver
Uber, Uber Eats
05.2023 - Current
Life Insurance Agent
Transamerica Life Insurance Company
04.2014 - 04.2023
Insurance Agent
American International Group Inc
09.2006 - 03.2014
University of South Alabama
from Finance
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