William Barnes
Richmond,Kentucky
Summary
Insurance professional interested in a career change. Over fifteen years of customer service experience. Highly organized, self-motivated, and disciplined. I hold licenses for life, health, disability, commercial and personal casualty and property.
Overview
19
19
years of professional experience
Work History
Independent Insurance Broker
Diamond X, LLC
Richmond, KY
04.2014 - Current
Specialized in association group health, group benefits, life insurance, individual and group disability insurance, fixed and indexed annuities.
Financial Advisor
MassMutual Financial Group
Lexington, KY
06.2006 - 03.2014
2009: Won Long Term Care Agency Sales Award.
Developed and implemented successful prospecting and group benefits cross-selling system.
Cultivated and developed professional relationships with business owners and families uncovering significant risk exposures and providing solutions through Mass Mutual's product portfolio.
Education
Bachelor of Science - Life Sciences And Agriculture
University of Arizona
Tucson, AZSkills
- Client account management
- Detail oriented
- Innovative, creative thinker
- Works well independently or in groups
- Highly organized
- Client retention and follow-up
- Strong organizational and relationship skills
- Excellent communicator
Timeline
Independent Insurance Broker
Diamond X, LLC
04.2014 - Current
Financial Advisor
MassMutual Financial Group
06.2006 - 03.2014
Bachelor of Science - Life Sciences And Agriculture
University of Arizona
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