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
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