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Associate Principal Agent Resume Example

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ASSOCIATE PRINCIPAL AGENT
Summary

Highly motivated, strategic-thinking sales professional with over 34 years of expertise in relationship building, cultivating partnerships, securing and retaining top accounts and growing profit channels. Highly adept at multi-tasking, self-starter and self-motivated leader with expertise on expanding network connections, persuasively introducing and revealing customer needs to deliver solutions. Proficient in communicating with Claimants in regards to the claim status, internet research, claims processing, working through any questions or concerns, delivering accurate and prompts answers, completing all due diligence, securing and retaining required trailing documents and most importantly, mature, trust-worthy and able to maintain utmost confidentiality while working with clients, employees, co-workers and management. Proactive, well-organized, out-going personality and successful at meeting and exceeding goals through utilizing excellent and proven skills to sell and close based upon empathy and listening cues. Able to work with and adapt closing skills to enable successful relationship building with persons in all demographics including multi-millionaires to disabled persons living on a fixed income. Proven track record.

Skills
  • Excellent Communication Skills
  • Customer and Service Oriented
  • Reliable and punctual
  • Relationship selling
  • Results oriented
  • Listening skills
  • Outgoing personality
  • Team player mentality
Experience
09/2017 to 12/2019
Associate Principal AgentCompany Name － City, State
  • In December 2019, I sold C. L. Berenato Insurance, LLC to Ephlin Insurance Group, Inc. and retired at the age of 53 and have recently discovered that retirement does not agree with me. I have spent 34 years working in Sales, Leadership and Management Positions.
  • Communicated with vendors to place and receive orders, request maintenance services and deliver instructions.
  • Directed customer communication to appropriate department personnel, in addition to providing information to resolve inquiries and bolster customer satisfaction.
  • Planned and executed corporate meetings, lunches and special events for groups and employees.
  • Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and ensure compliance with company and state policies and procedures.
  • Created email messages, memos and business letters for management and proofread all documentation to provide error-free correspondence.
  • Retained product, service and company and state policy knowledge to serve as resource for both coworkers and customers.
  • Trained all new employees on effective sales, service and operational strategies to maximize team performance.
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
  • Coached team members on security risks and loss prevention to aid in mitigating insurance fraud and employee dishonesty.
  • Built and maintained effective relationships with peers and upper management to drive team success toward common sales, service and operational goals.
  • Mentored team members in mastering sales techniques to consistently exceed objectives.
  • Sold various products by explaining unique features and educating customers on proper application.
02/2005to 09/2017
President/OwnerCompany Name － City, State
  • In September 2017, I merged C. L. Berenato Insurance, LLC with 3 other Nationwide Insurance Agents into Ephlin Insurance Group, Inc and through the acquisition and merger process, created one of the largest Nationwide Insurance Agencies in the region.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Resolved issues quickly through meticulous fact finding, research and communication.
  • Engaged customers and provided high level of service by carefully explaining details regarding policy and coverage.
  • Generated and maintained business portfolio valued in excess of $1.7M by promoting and selling policies.
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
  • Assisted in all areas of claim processing and settlement.
  • Developed insurance cross-selling opportunities through fact finding and conversational sells practices.
  • Drove insurance sales through cold-calling and creating partnerships with financial advisors, mortgage originators, auto dealerships, Centers of Influence for the development of new clientele.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns in regards to policy and claim procedures and settlement.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Generated new leads and identified potential clients by using successful direct marketing strategies.
  • Delivered outstanding customer service and built rapport with clients.
  • Revitalized business plans and realigned company objectives to increase overall profits.
  • Developed and monitored internal control systems.
  • Hired, trained, evaluated and retained high-performing, effective, and diverse team embodying organizational culture.
10/1995 to 02/2005
Partner/Licensed Insurance AgentCompany Name － City, State
  • Secured new clients by optimizing business strategies, cold-calling and partnering with financial advisors, mortgage originators, realtors and auto dealerships to build agency and customer relations.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Assisted with any claim questions, disputes and settlement options.
  • Provided quick turnaround time when customers called with questions.
  • Determined and detailed gaps in process, procedure and system controls.
  • Assessed potential risks, evaluated controls and conducted compliance audits.
  • Facilitated successful internal and external audits through sound and thorough documentation.
  • Worked with colleagues to review and accept or deny new and renewal business.
  • Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
Education and Training
09/2010
Insurance And Financial Advisor: Life Underwriter Training Council FellowThe American College
05/1984
High School DiplomaBartlett High School － City
Accomplishments

2011 Completed Coaching Multi-Lining and Retention Training

2010 Outstanding Leader Award for :Positive DWP Growth

2007 Completed Professional Selling Skills Training

2007 Conference of Champions Sales Award

2006 Completed Making of a CEO Training

2006 Conference of Champion Sales Award

2005 Opened the doors to C. L. Berenato Insurance, LLC and within 5 years, generated over $1.7M in new Direct Written Premium.

2004 Secured Series 6 Securities License

2004 Secured Series 63 Securities License

1999 Co-Founder of Business Referral Network (BRN) of Memphis

1999 Co-created the Operational By-Laws of BRN

1995 Secured Life Insurance Agents License

1995 Secured Accident and Health Insurance Agents License

1987 Secured Property and Casualty Insurane Agents License

2005 Secured Series 6 License (Retired)

2005 Secured Series 63 License (Retired)

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Resume Overview

School Attended

  • The American College
  • Bartlett High School

Job Titles Held:

  • Associate Principal Agent
  • President/Owner
  • Partner/Licensed Insurance Agent

Degrees

  • Insurance And Financial Advisor : Life Underwriter Training Council Fellow
    High School Diploma

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