Tony Vagnoni
Huntersville,NC
Summary
Insurance professional with extensive experience in providing personalized insurance solutions. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, policy development, and effective communication.
Overview
5
5
years of professional experience
Work History
Insurance Agent
Family First Life
Charlotte, NC
06.2024 - Current
- Served as a point of contact for customers throughout the life cycle of their policies.
- Developed appropriate quotes based on risk information.
- Provided advice to customers on insurance-related matters.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Cultivated positive relationships with homeowners to promote continued business.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Made appointments with potential clients to discuss products.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Insurance Agent
Heartland Financial
Atlanta, Ga
02.2021 - 06.2024
- Developed customized insurance solutions aligning with client financial goals.
- Conducted thorough risk assessments to provide tailored coverage recommendations.
- Educated clients on policy options, enhancing understanding of insurance products.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built strong relationships with clients through consistent communication and excellent customer service.
Education
Bachelor of Science - Psychology
University of North Carolina At Charlotte
Charlotte, NC01-2012
Skills
- Licensed insurance agent in 26 states
- Client relations
- Customer follow-up
- Client assessment
- New client acquisition
- Insurance sales strategy
- Customer service
- Quotes and sales
Timeline
Insurance Agent
Family First Life
06.2024 - Current
Insurance Agent
Heartland Financial
02.2021 - 06.2024
Bachelor of Science - Psychology
University of North Carolina At Charlotte
U.S. Marine Veteran
- I served in the 3rd Marine Battalion as a low altitude air defense gunner from 2001 - 2005
- Served one tour in Iraq at Al Asad Air Base as the quick reaction force for conflicts.
- Left honorable with the rank of E-5 Sergeant
Education and Training
other