Dedicated personal line, health and life Insurance Sales Agent adept at managing complex policies and delivering insurance product expertise. Bringing 18 years of superior insurance industry performance. Eager to fulfill an leadership role to further your mission and vision.
Skills
Streamlining processes
Email marketing
Building relationships
Insurance sales strategy
Policy adjustment knowledge
Client retention
Team training and development
Customer service
Client account management
Policy management expertise
Cross-selling and upselling
Customer follow-up
Lead development
First Aid/CPR
Supervision
Inventory management
MS Office
Project organization
Team building
Planning and coordination
Communications
Insurance billing
Team management
Security systems
Problem resolution
Operational improvement
Experience
03/1992 to Current
Agency ManagerUniversal Health Services – Jeffersonville, IN,
Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting.
Maintained current and accurate cash balances for all programs, departments and projects.
Managed contract administration, including maintaining files, validating codes and monitoring reporting.
Improved operations by working with team members and customers to find workable solutions.
Improved customer satisfaction by finding creative solutions to problems.
Recognized by management for providing exceptional customer service.
Answered calls to answer customer questions.
Improved profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
Demonstrated self-reliance by meeting and exceeding workflow needs.
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
03/1992 to Current
Personal Lines Insurance AgentBrp Group, Inc. – Orlando, FL,
Verified clients received optimal coverage by thoroughly researching available providers and coverage and premiums.
Collected data for developing insurance packages by inspecting physical property, requesting records and interviewing clients.
Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
Drove client retention by increasing savings opportunities and identifying premium discounts.
Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Provided quick turnaround time when customers called with questions, usually within an 8 hour day.
Developed insurance cross-selling opportunities in the office.
Engaged customers and provided high level of service by carefully explaining details about documents.
Drove insurance sales and development of new clientele.
Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Improved operations by working with team members and customers to find workable solutions.
Created agendas and communication materials for team meetings.
Performed site evaluations, customer surveys and team audits.
Collaborated with others to discuss new opportunities.
Recognized by management for providing exceptional customer service.
Demonstrated self-reliance by meeting and exceeding workflow needs.
Improved customer satisfaction by finding creative solutions to problems.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
03/1992 to Current
Life and Health Insurance AgentMertens Insurance – City, STATE,
Pursued continued professional development through insurance workshops, course and webinars.
Upsold products to policyholders and potential new clients.
Exceeded company sales goals for new policies.
Communicated with clients to understand needs and identify best policies for each case.
Offered policy guidance and management to promote asset protection.
Maintained business portfolio worth $1.5 million by promoting and selling policies valued between $150,000 and $999,000.
Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
Cultivated professional relations to establish long-term profitable partnerships.
Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
Exceeded team goals by partnering with staff to share and implement best practices.
Maintained pleasant and cordial attitude at all times, even when issues arose.
Strengthened traceability by developing organization systems for keeping records, reports and agendas.
Received underwriting approvals after accurately completing applications for insurance coverage.
Cultivated lasting professional relationships, which created continuous client referral streams within community.
Monitored clients' insurance coverages to ensure changing needs were met.
Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
Provided leadership and training for new agents regarding industry best practices and company policies. for new agents on the sales process and relationship building while maintaining current accounts and sales numbers.
Education and Training
Expected in
: Accounting And Business Management Barclay College - Sacramento, CA, GPA:
Expected in
: Business Administration And Management Sierra College - Rocklin, CA GPA:
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