Toni C Lamb
Philadelphia,Pennsylvania
Summary
Professional insurance expert prepared for role that demands high standards and results. Bringing valuable experience in creating tailored insurance plans and fostering client trust. Known for strong team collaboration, adaptability, and commitment to achieving goals. Skilled in policy evaluation, risk management, and client communication.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Insurance Producer
Company Voice LLC
01.2018 - Current
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Adhered to all regulations for insurance sales.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
- Educated clients on complex Medicare and Medicaid insurance using clear language, increasing comprehension levels.
- Boosted policy sales through effective communication of product benefits and features.
Insurance Producer
The Carney Group
01.2010 - 01.2015
- Duties include telephone sales, customer service, working independently and as a part of a team
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Set up policies and completed all documentation.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
Insurance Producer
United Investors Life Insurance Company
01.2004 - 01.2010
- Sell whole and term life insurance products
- Developed client leads
Sales Representative
Colonial Penn Life Insurance Company
01.2001 - 01.2002
- Sold whole and term life insurance products to issue ages18-89
- Performed inbound client customer service providing detailed Policyholder account payment summaries, loan and cash withdrawal quotation modeling, presentation of plan benefits and features
- Underwriting responsibilities included client medical approval of the Insurance contract to the qualifying applicant
Sales Agent
Monumental Life Insurance Company
01.1999 - 01.2001
- Sold life, health and annuity products
- Developed client leads, serviced existing books of business
- Traveled to collect debit amounts in Lower Bucks county, Philadelphia, Reading, and Wyomissing
- Produced weekly sales reports to include referrals, premium receipts and funds deposited
- Performed client needs assessment, product line presentations and field underwriting for face amounts of $10,000-$250,000
Administrative Assistant
Alternative Family Resources
01.1998 - 01.1999
- Coordinated client heat and energy, domestic family counseling assistance through the scheduling of appointments, contacting vendor resource providers, and screening new client applications
- Administrative responsibilities included, but were not limited to performing light typing, filing, and managing switchboard operations
Mailroom Clerk
United States Postal Service
01.1996 - 01.1998
- Performed general mailroom functions including mail inbound/outbound sorting, delivering, verifying proper zip codes and postage paid
Telemarketing Sales Representative
American Direct
01.1993 - 01.1996
- Performed campaign fund raising for New Jersey Special Olympics
- Responsibilities included implementation of an account business plan to include demographic market analysis, cold calling, attending campaign functions, and coordinating the disbursement of client donations
Education
High School -
Simon Gratz High School
Philadelphia, PAundefined
Montgomery County Community College
Blue Bell, PATheological Studies
ICI University
Irving, TXSkills
- Relationship building
- Policy analysis
- Sales expertise
- Sales proficiency
- Insurance products
Other Experience
- Pennsylvania Licensed Life, Health, Accident, and Fixed Annuities1999
- Life Underwriter Training Council -Exploring Personal Markets2001
Certification
- Senior Market Sales Certification – Various Providers..
- Healthcare Reform Specialist(HRS)- America's Health Insurance Plans(AHIP).
- Accident and Health License – Pemmsylvania Department of Insurance.
Timeline
Insurance Producer
Company Voice LLC
01.2018 - Current
Insurance Producer
The Carney Group
01.2010 - 01.2015
Insurance Producer
United Investors Life Insurance Company
01.2004 - 01.2010
Sales Representative
Colonial Penn Life Insurance Company
01.2001 - 01.2002
Sales Agent
Monumental Life Insurance Company
01.1999 - 01.2001
Administrative Assistant
Alternative Family Resources
01.1998 - 01.1999
Mailroom Clerk
United States Postal Service
01.1996 - 01.1998
Telemarketing Sales Representative
American Direct
01.1993 - 01.1996
undefined
Montgomery County Community College
Theological Studies
ICI University
- Senior Market Sales Certification – Various Providers..
- Healthcare Reform Specialist(HRS)- America's Health Insurance Plans(AHIP).
- Accident and Health License – Pemmsylvania Department of Insurance.
High School -
Simon Gratz High School
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