Professional insurance specialist with track record of delivering client-focused solutions and driving positive outcomes. Adept at navigating complex policies, risk assessment, and customer relationship management. Strong team collaborator, adaptable to changing needs, and consistently reliable in achieving organizational goals. Skilled in sales strategies, policy analysis, and client advisory services.
Qualified for team member Hall of Fame in 1st year
Agency qualified for travel in first year as account manager
Averaged over 25 RNA a month
Averaged 4995 annualized premium in life insurance in first year
Property and Casualty Insurance
Life and Health Insurance
SIE
Series 6
Series 65