Highly-motivated life and health insurance agent with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Broker
Self-employed
ALEXANDRIA, LA
02.2014 - Current
Negotiated with underwriters to secure favorable terms on behalf of clients.
Evaluated possibility of losses due to catastrophe or excessive insurance.
Reviewed and evaluated applications for life insurance policies to determine risk factors.
Determined the amount of coverage based on applicant's age, health status, and lifestyle choices.
Conducted interviews with applicants to clarify unclear or incomplete information.
Communicated decisions related to pending applications in a timely manner.
Ensured compliance with state regulations regarding life insurance products.
Account Executive
AccuQuote, Inc.
Wheeling, IL
10.2022 - 02.2024
Educated clients on various types of life insurance policies available in the market.
Prepared quotes for prospective customers based on their individual needs.
Resolved customer issues in a timely manner while providing excellent customer service.
Participated in team meetings to discuss strategies for increasing sales performance.
Collaborated with other departments such as underwriting or claims processing teams.
Contacted underwriters and submitted forms to obtain binder coverage.
Obtained underwriting approval by completing application for coverage.
Attended educational seminars and conferences to stay up-to-date on industry trends.