Tyreese Wells
Philadelphia,PA
Summary
Goal-oriented INSURANCE effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering -year background generating new business by selling various insurance plans. Motivated SALES offering 5 years of experience in insurance sales within banking environments. Accomplished professional with active [Area of certification] licensure. Trains and coaches INSURANCE performance, maximizing productivity and performance. Talented at building and maintaining strong network relationships and strong referral partnerships.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Agent
Ely Insurance
Philadelphia, Pennsylvania
01.2022 - 08.2024
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
Insurance Agent
Family First Life
Philadelphia, PA
01.2021 - 02.2022
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Analyzed customer needs and provided best options, upselling products and services.
- Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
Insurance Sales Agent
Allstate Insurance Co
Philadelphia, PA
09.2021 - 01.2022
- Upsold products to policyholders and potential new clients.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Pursued continued professional development through insurance workshops, course and webinars.
- Exceeded company sales goals for new policies.
- Followed up with customers to check on changing needs and propose new offerings.
- Made appointments with potential clients to discuss products.
Customer Service Representative
CORPRATE CALL CENTER
Blue Bell, PA
01.2017 - 12.2020
- Educated customers on special pricing opportunities and company offerings.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Assisted customers in making payments on accounts and setting up payment plans.
- Fielded customer complaints and queries, fast-tracking them for problem resolution.
- Processed changes in insurance policies and periodically reassessed client needs.
Leasing Agent
Keller Williams
Blue Bell, PA
01.2018 - 11.2019
- Answered calls and responded to inquiries from various parties, using strong active listening and open-ended questioning skills to resolve problems.
- Led property tours to showcase amenities to prospective tenants and offered valuable information regarding major features.
- Contacted and followed up with tenants on renewal notices.
- Conducted background checks on applicants.
- Encouraged prospective tenants to fill out applications after property tours.
- Maintained accurate records of correspondence with and from tenants.
- Promoted property to businesses in local area through marketing collateral, phone calls and email messages.
Education
Business Administration
Central Piedmont Community College
Charlotte, NC02.2009
GED -
Roxborough High School
Philadelphia, PA06.2003
Skills
- Customer relations
- Retail sales customer service
- Data evaluation
- Process optimization
Accomplishments
- Developed relationships with new clients and typically exceeded sales goals
- Consistently maintained high customer satisfaction ratings.
Certification
- Licensed LIFE& HEALTH INSURANCE PROPERTY &CASUALTY - [Year]2017
Timeline
Insurance Agent
Ely Insurance
01.2022 - 08.2024
Insurance Sales Agent
Allstate Insurance Co
09.2021 - 01.2022
Insurance Agent
Family First Life
01.2021 - 02.2022
Leasing Agent
Keller Williams
01.2018 - 11.2019
Customer Service Representative
CORPRATE CALL CENTER
01.2017 - 12.2020
Business Administration
Central Piedmont Community College
GED -
Roxborough High School
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