Teena Banducci

• Conducted research on insurance packages and options to generate best insurance options for the client.
• Balanced deposits, responsible for all incoming and outgoing money. Rectified errors
• Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
• Sold auto, home, life, health and other various insurance products to individuals and businesses
• Serviced entire book of business, including coverage changes, Evidence of Insurance and Certificate of Insurance
• Assisted clients with claims
• Drove revenue totals by bringing in top sales numbers
• Record and notate all inbound and outbound calls and policy transactions

• Calculated premiums and established payment methods for sales.
• Sold auto, home, life and other various insurance products to individuals.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

15 year top sales and retention specialist.

Auto, Fire, Life Health & commercial insurance specialist.

Licensed in banking, loans and mortgages.

• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
• Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.