Tommy Dao
Petersburg,AK
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking and reliable [Job Title] with strong ability in [Task]. Offering [Skill] and [Skill]. Highly organized, proactive and punctual with team-oriented mentality. Responsible and motivated student ready to apply education in the workplace. Offers excellent technical abilities with software and applications, ability to handle challenging work, and excellent time management skills.
Overview
1
1
year of professional experience
Work History
Final Expense Specialist
Family First Life
Tampa, FL
02.2023 - Current
- Monitored performance metrics related to sales activities on a regular basis.
- Analyzed client portfolios and identified gaps in existing coverage levels through regular reviews of customer profiles.
- Advised financial advisors on appropriate coverages based on clients' risk profiles.
- Prepared detailed presentations on the benefits of various Final Expense insurance policies.
- Assisted in resolving customer complaints in a timely manner while ensuring compliance with regulatory guidelines.
- Gathered data on competitors' pricing, products, and services to inform marketing efforts and product development.
- Generated reports detailing current trends in Final Expense insurance sales activity.
- Followed up with clients regularly to ensure they were satisfied with their coverage levels and provide additional guidance when necessary.
- Conducted market research to identify potential clients and their needs for Final Expense Insurance.
- Provided support to customers throughout the application process, including collecting information and completing paperwork accurately.
- Developed strategies to increase sales of Final Expense products by targeting specific customer segments.
- Identified opportunities for improved operational efficiency through process optimization and automation initiatives.
- Ensured all required documentation was collected prior to submitting applications for approval.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Education
Associate of Arts - Business Administrations
St Petersburg College
St. Petersburg, FL12-2023
Skills
- Closing Techniques
- Needs Assessment
- Direct Marketing
- Customer Engagement
- Service Marketing
- Lead Development
- Sales Reporting
- Document Control
- Asset Protection
- Business Planning
- Policy Sales
- Risk Mitigation
- Problem-Solving
- Customer Account Review
- Interpersonal Skills
- Relationship Building
- Analytical Skills
- Life Insurance Sales
- Financial Needs Assessment
Languages
English
Professional
Vietnamese
Professional
Timeline
Final Expense Specialist
Family First Life
02.2023 - Current
Associate of Arts - Business Administrations
St Petersburg College
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