Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Thomas Lomazzo

Toms River,NJ

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

37
37
years of professional experience
1
1
Certification

Work History

Partner

Stratford Financial Group
11.2009 - 08.2022
  • Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Responded to customer calls swiftly to resolve product, claims and compliance issues and answer questions.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained high standards of customer service by building relationships with clients.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Provided support and training to company staff
  • Primary product focus: Employee Benefit Group Insurance plans
  • Additional product focus: Individual Medicare Supplement, Individual Health and Life, Group Medicare Advantage

Insurance

Various Employers
10.1985 - 10.2009
  • Held progressively responsible and cross-functional positions with major employee benefits insurance carriers and brokerages.
  • Positions held: Claims, Marketing, Account Management, Group Systems, Senior Management

Education

Bachelor of Arts - Psychology Major, Business Minor

Seton Hall University
South Orange, NJ
05.1980

Skills

MS Office

Certification

NJ Insurance Producer License - Life & Health

Timeline

Partner

Stratford Financial Group
11.2009 - 08.2022

Insurance

Various Employers
10.1985 - 10.2009

Bachelor of Arts - Psychology Major, Business Minor

Seton Hall University

NJ Insurance Producer License - Life & Health

Thomas Lomazzo