Umajesti Harold
318 Schevchenko Ave South Plainfield,NJ
Summary
Results-oriented Life Insurance Agent with a New Jersey Insurance Producer License who provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations, with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality. Recognized for high productivity and efficient task completion. Skilled in client needs assessment, crafting tailored insurance solutions, and regulatory compliance. Excel at communication, empathy, and problem-solving to build trust and maintain long-term relationships with clients. Navigate complex customer needs with precision and patience, ensuring optimal outcomes for both clients and agency.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Internal Life Insurance Agent
AAA Northeast
Providence, RI
01.2024 - 10.2024
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Created reports on sales activities, customer feedback, and other relevant data.
- Analyzed client portfolios to determine best investment opportunities.
- Maintained records of client information, including policies and payment history.
- Educated clients on various types of life insurance policies available in the market.
- Prepared quotes for prospective customers based on their individual needs.
- Calculated premiums and established payment methods.
- Utilized CRM software to manage client data and sales activities efficiently.
- Nurtured relationships with potential clients through regular communication and engagement.
- Conducted thorough needs analysis to recommend appropriate life insurance products.
- Delivered outstanding customer service, addressing client inquiries and concerns promptly.
- Collaborated with underwriters to facilitate the approval of applications.
- Achieved sales targets through effective client presentations and follow-up.
Life Insurance Agent
American Income Life Insurance Company
Edison, NJ
04.2023 - 10.2023
- Maintain high standards of customer service by building relationships with clients.
- Provide coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Work with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Sales Counselor/Assistant General Manager
ESPORTA Fitness
Piscataway, NJ
05.2022 - 12.2022
- Assisted General Manager with over 100 calls per day.
- Mentored and motivated team members to achieve challenging business goals.
- Analyzed customer feedback data to identify areas of improvement and develop solutions.
- Enforced quality assurance protocols to deliver ideal customer experiences.
Education
High School Diploma -
John Dewey High School
Brooklyn, NY06.2016
Skills
- Client Service
- Team Training
- Professional Relationships
- Team leadership expertise
- Organizational
- Communication
- Insurance Industry Knowledge
- Licensing Requirements
- Professional Relationships
- Building Relationships
- Insurance sales strategy
- Insurance Policy Sales
- Client Relationship Management
- Client Education
- Lead prospecting
- Client Account Management
Certification
- NJ Life Insurance Producer License
References
References available upon request.
Timeline
Internal Life Insurance Agent
AAA Northeast
01.2024 - 10.2024
Life Insurance Agent
American Income Life Insurance Company
04.2023 - 10.2023
Sales Counselor/Assistant General Manager
ESPORTA Fitness
05.2022 - 12.2022
- NJ Life Insurance Producer License
High School Diploma -
John Dewey High School
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