Experienced insurance professional with a strong understanding of insurance products, customer needs, and sales objectives. Skilled in analyzing documentation, resolving concerns, and promoting new products. Adept at handling routine and complex issues and effectively liaising between parties.
Overview
12
12
years of professional experience
Work History
Licensed Insurance Producer
Sylvia Riddick Insurance Agency
Plainfield, IL
10.2022 - Current
Attend networking events, develop social media campaigns to generate leads for insurance quotes for all lines of business.
Complete quote/apply discounts and sell policies that meet client needs and budgets.
Build and maintain strong relationships with clients through regular follow-ups and excellent customer service.
Collaborate with underwriters to assess risks and determine policy terms and premiums.
Assist clients in filing claims and guide them through the claims process for a smooth resolution.
Utilize CRM software to track leads, customer interactions, and sales progress efficiently.
Conduct comprehensive needs analysis to offer appropriate insurance products, including life, health, and property insurance.
Prepare and deliver detailed policy proposals and quotes to potential clients. Also, conduct informative presentations and seminars to groups on insurance products and their benefits.
Developed referral networks with other professionals, resulting in increased business opportunities.
Referral Real Estate Agent
NextPath Realty
Savoy, IL
01.2016 - Current
Prepare and deliver sales presentations. Built relationships with investors, sellers, buyers, and/or tenants.
Analyze and show properties, explaining features/values and benefits. Staying abreast of relevant neighborhood trends and business communities to support client goals.
Manage real estate transactions from initiation to closing. Collaborate with escrow companies, lenders and home inspectors to fulfill terms and conditions of purchase agreements.
Manage sales pipeline by actively following up with prospects and hot leads.
Registration Specialist
Academic Partnerships (University of Texas - Arlington)
01.2018 - 01.2021
Engaged prospects to complete the application process and register for classes
Executed recruitment measures via phone and email to consistently enroll students
Connected students with the appropriate university departments to remove department registration "holds." Updated student account notes based on interaction and documents received/requested
Focused on continuously improving product/industry knowledge and exploring methods to streamline processes.
Senior Military Graduate Enrollment Advisor
Pearson Online Learning Solutions (University of Southern California)
01.2013 - 01.2018
Used phone, email, Skype, webinars or Join.me to engage prospective graduate students for assigned programs, established eligibility, and advised on methods to strengthen application in accord with education partner's policies and admission requirements
Assisted viable candidates through application process and coordinated required documents for acceptance review
Helped newly accepted students register for classes and scheduled introduction to Student Services staff - heavy phone/Email follow up
Facilitated cross-functional department communications and initiatives (marketing, student services, course development, professors, and program administrators), maintains inquiry management system, provided updates on student pipeline, explore new processes, and provided feedback
Worked with marketing manager(s) and lead generation team to research characteristics, geographic locations, professions etc
To better time and target marketing efforts, improve lead quality and boost sales conversions
Met or exceeded application and start goals 36 months in a row
Traveled to national conventions and book festivals to represent USC, promote USC graduate library programs, and generate sales leads.
Education
MBA - Project Management
American InterContinental University
Schaumburg, IL
02-2008
Bachelor of Arts - Marketing Communication
Columbia College Chicago
Chicago, IL
01-1998
Skills
Asset Protection
Financial Planning
Claims Handling
Marketing initiatives
Client Relationship Management
Policy analysis
Customer Needs Assessment
CRM Tracking
Proposal Preparation
New Business Development
Client Retention
Appointment management
Social Media Marketing
Market monitoring
Property Assessments
Contract Negotiation
Timeline
Licensed Insurance Producer
Sylvia Riddick Insurance Agency
10.2022 - Current
Registration Specialist
Academic Partnerships (University of Texas - Arlington)
01.2018 - 01.2021
Referral Real Estate Agent
NextPath Realty
01.2016 - Current
Senior Military Graduate Enrollment Advisor
Pearson Online Learning Solutions (University of Southern California)