Taylor Asa

• Developed comprehensive knowledge of various life insurance products to effectively educate clients on coverage options and benefits.
• Utilized consultative selling techniques to identify customer needs and recommend appropriate life insurance solutions.
• Implemented a proactive follow-up system to nurture leads and converts prospects into satisfied policyholders
• Provided exceptional service throughout the entire sales process, addressing inquiries promptly, and resolving issues effectively.
• Conducted through needs assessments with potential clients to determine their financial goals and risk tolerance before recommending suitable policies.
• Participated in regular training sessions to enhance product knowledge, sales skills, and understanding of industry regulations
• Conducted regular follow-ups with existing clients to review their coverage, address concerns, and identify upselling opportunities

• Managed inbound calls to facilitate efficient sales transactions while assisting clients with payment processing.
• Oversaw strategies for resolving past-due accounts, enhancing team effectiveness.
• Developed personal growth opportunities for team members to achieve departmental objectives.
• Processed payments and resolved issues efficiently, both in-person and via phone.
• Coordinated approval and financing assistance for clients, ensuring smooth transactions.
• Evaluated department activities to optimize performance and staff management.

Engaged potential customers through telephone conversations to generate sales interest in life insurance.

Developed effective scripts to guide discussions with prospective clients.

Provided information and support via inbound calls, improving client satisfaction.

Conducted follow-up calls to confirm appointments and remind clients of meetings.

Reported issues raised by contacts to management for prompt resolution.

Maintained professionalism while interacting with diverse clientele daily.

Cultivated relationships with local real estate agents to drive business growth.

• Originated loans while supporting senior credit officers with complex applications.
• Developed tailored mortgage solutions based on client needs and preferences.
• Approved loans that adhered to established specifications.
• Maintained thorough knowledge of current lending regulations, policies, and procedures.
• Assisted clients in understanding mortgage products and application processes.
• Submitted applications for thorough evaluation by credit analysts.

• Informed customers on billing procedures, processed payments, and assisted with payment options setup.
• Asked probing questions to assess service needs and accurately input data into electronic systems.
• Evaluated customer accounts to identify issues and propose effective solutions.
• Escalated concerns regarding service, inventory, and store operations to supervisors.
• Managed over 100 inbound calls daily, directing them to appropriate departments.
• Maintained compliance with privacy and security regulations established by insurance regulatory agencies.
• Cultivated strong relationships with customers to drive business development through product knowledge.
• Documented customer interactions to track requests and formulate resolutions.