Taina Concepcion-Stewart
Glen Burnie,MD
Summary
Extensive product knowledge coupled with creative ideas for product applications and a solid history of Insurance sales success. Proven ability to develop new hires / candidates. Sales potential in new market areas. Strong analytical and planning skills, combined with the ability to coordinate the efforts of many to meet organizational goals. Productive and efficient work habits without supervision. Self-motivator with high energy. Strong leadership / management skills.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Senior Insurance Producer / Broker
Sandy Spring Bank / Insurance Division
Annapolis , MD
2019.03 - Current
- Sell and manage various insurance products for over 20+ companies and 40+ states
- Serve as liaison between parties
- Create and maintain relationships to administer product sales between insurer and insured
- Develop and manage networking groups between bank and other divisions (i.e Mortgage/lending, wealth management, retail, and insurance)
- Assist with the underwriting process by gathering necessary documents from applicants.
- Attend conferences and seminars related to the industry in order to stay abreast of developments.
- Utilize various software programs to manage accounts efficiently.
- Organize and participated in team meetings to discuss strategies for our department goals.
- Pursue new clients through various marketing strategies to grow existing portfolio of policyholders.
- Facilitate individual and group presentations to provide detailed explanations of policy guidelines, coverages and benefits to clients and families.
- Create customized insurance needs and investment plans tailored to each individual/ client.
Office Manager of Business Development and Sales
State Farm Insurance / John Stein Agency
Baltimore , MD
2003.10 - 2019.03
- Arranged Property and Casualty quotes for customers
- Arranged Life and Health quotes for customers
- Developed Marketing strategy for continued growth and success for our office
- Processed and Serviced Claims
- Cross-sell other Financial products
- Financial Loan Approval
- Awarded State Farm Top Sales Associate in 2006, 2009, 2011, 2012 & 2015.
- Provided risk management assessments for our policyholders.
- Prepared detailed reports on account activity, losses, renewals, cancellations.
- Participated in professional development seminars and workshops related to insurance products and services.
- Developed and implemented office policies and procedures.
- Supervised staff members, organized schedules and delegated tasks.
- Provided training to new hires on office policies and procedures.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
Education
BS - Business Administration
Wesley College
2004-05
Skills
- Microsoft Office Suite
- ABS Software
- NECHO Software
- Typing (55+ wpm)
- Claims Handling
- Spanish Fluency
- Licensed in MD, DC
- Sales expertise
- Relationship Building
- Risk Management
- Policy Renewals
- Client Relations
- Account Management
- Customer Service
- CRM Software
- Customer follow-up
- Business Planning
- Marketing Strategies
- New Client Acquisition
- Underwriting
- Territory expansion
- Policy Knowledge
- SalesForce Software
- ECRM Software
- EPIC Software
- EUR Consumer Reports
- Vehicle Loans
- Health Insurance
- Benefits Insurance
- Business Insurance
- Auto Insurance
- Home Insurance
- Life Insurance
Certification
Licensed since 2002 Property & Casualty, Life & Health, Bank
Affiliations
Volunteer at Keys Empowers, Inc. (Keys provides the structure and support that the youth need to feel inspired, excited, and empowered through mentorship.)
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Senior Insurance Producer / Broker
Sandy Spring Bank / Insurance Division
2019.03 - Current
Office Manager of Business Development and Sales
State Farm Insurance / John Stein Agency
2003.10 - 2019.03
BS - Business Administration
Wesley College
Licensed since 2002 Property & Casualty, Life & Health, Bank
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