Summary
Overview
Work History
Education
Skills
Ranked #1 in conversion rate during OEP 2022 (out of 60 agents).
Timeline
Generic

William Fiechter

Cape Coral,FL

Summary

With extensive experience in both sales and management, I am well-equipped to excel in a licensed insurance role. My proven track record includes consistently exceeding sales and conversion goals, coaching and training licensed agents, and driving significant revenue growth. I have a strong focus on compliance and regulatory adherence, ensuring that all sales and customer interactions meet industry standards. Additionally, my ability to prioritize the customer experience while managing processes and holding agents accountable has contributed to reducing customer complaints and improving satisfaction. With expertise in training agents on both sales tactics and compliance, I am confident in my ability to deliver high-quality service, drive results, and foster a team-oriented environment in any licensed insurance position.

Overview

4
4
years of professional experience

Work History

Quality of Business Manager

TZ Insurance Solutions LLC
10.2022 - Current
  • Drive placement rates above goal while minimizing customer complaints and allegations.
  • Manage key processes to optimize performance and reduce negative member experiences.
  • Coach licensed agents to meet company standards and improve overall performance.
  • Followed through a Disciplinary Action path when licensed agents failed to meet baseline expectations for Quality.
  • Ensure adherence to regulatory standards and maintain compliance across all activities.
  • Train hundreds of licensed agents on effective sales tactics and compliance requirements.

Sales Manager

TZ Insurance Solutions LLC
06.2022 - 10.2022
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Coached and developed sales team to improve performance and achieve targets.
  • Held agents accountable for meeting standards, addressing performance gaps.
  • Analyzed sales data to optimize strategies and increase overall sales.

Licensed Insurance Agent

TZ Insurance Solutions LLC
03.2021 - 06.2022
  • Conducted comprehensive needs assessments to enroll 500+ Medicare beneficiaries in Part C plans that best suited their healthcare needs.
  • Ensured compliance with all regulatory requirements and company standards when selling Medicare products.
  • Met and exceeded individual sales and conversion goals by effectively managing a high volume of client interactions.
  • Delivered exceptional customer service, addressing client inquiries and resolving concerns to ensure satisfaction.

Education

High School Diploma -

Cape Coral High School
2300 Santa Barbara Blvd, Cape Coral, FL 33991
05-2020

Skills

  • Sales Coaching & Performance Management
  • Compliance & Regulatory Adherence
  • Customer Experience Optimization
  • Training Licensed Agents
  • Leadership & Accountability

Ranked #1 in conversion rate during OEP 2022 (out of 60 agents).

During OEP 2022, I achieved the highest conversion rate for my program, out of 60+ agents. I was also recognized as Agent of the Month in February 2022 and finished OEP with the second-highest sales overall.

Timeline

Quality of Business Manager

TZ Insurance Solutions LLC
10.2022 - Current

Sales Manager

TZ Insurance Solutions LLC
06.2022 - 10.2022

Licensed Insurance Agent

TZ Insurance Solutions LLC
03.2021 - 06.2022

High School Diploma -

Cape Coral High School
William Fiechter