Toni Lanni
Rochester,NY
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Reliable employee seeking position. Offering excellent communication and good judgment. Driven Insurance sales agent with 26 years of experience offering personalized courteous service. Expert at managing insurance sales cycle, prospecting, and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments, and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Commercial Insurance Agent
AP Intego/NEXT
12.2015 - Current
- Developed client relationships through networking, direct referrals, selling commercial P&C and workers comp policies
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process
- Displayed consistent, positive attitude towards customers, peers, and other personnel, even during high stress situations
Commercial Insurance Agent
Paychex Insurance Agency
07.2013 - 12.2015
- Developed client relationships through networking, direct referrals, selling Workers Comp policies.
- Responded to customer calls swiftly to resolve issues and answers
- Determined client needs and financial situations by listening and scheduling fact-finding appointments
- Approached potential clients by using direct marketing mailings and phone contacts
- Spent sufficient time with each customer, verbally reviewing and explaining documents for client comprehension
INSURANCE AGENT
All State
04.2003 - 07.2013
- Sold auto, home, life and other various insurance products to individuals.
- Maintained high standards of customer service by building relationships with clients
- Responded to customer calls swiftly to resolve issues and answers
- Determined client needs and financial situations by listening and scheduling fact-finding appointments
INSURANCE AGENT
State Farm
06.1998 - 09.2003
- Sold auto, home, life and other various insurance products to individuals.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments
- Maintained office duties and training new employees.
Education
Warsaw Central
Warsaw, NY06.1994
Skills
- Policy analysis
- Underwriting
- Teamwork
- Customer service
- Problem-solving
- Time management
- Multitasking
- Quotes and sales
- Property and casualty insurance
- Product knowledge
- Self motivation
- Saleforce
Certification
Certification SBCS- Small Business Coverage Specialist
Certification ACLC -Advance Commercial Lines Consultant
P&C Licensed in all states
L&H License NY State
Timeline
Commercial Insurance Agent
AP Intego/NEXT
12.2015 - Current
Commercial Insurance Agent
Paychex Insurance Agency
07.2013 - 12.2015
INSURANCE AGENT
All State
04.2003 - 07.2013
INSURANCE AGENT
State Farm
06.1998 - 09.2003
Warsaw Central
Similar Profiles
NUSHREENA MULUNG ELAHEEBUCUSNUSHREENA MULUNG ELAHEEBUCUS
Head of Accounting at Intego GroupHead of Accounting at Intego Group
Briana EndicottBriana Endicott
Medical Transportation Driver at AP TransportationMedical Transportation Driver at AP Transportation
Celeste MedinaCeleste Medina
Receptionist at AP Barber StudioReceptionist at AP Barber Studio