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, NJ05.1980
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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