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Motivated insurance professional, active Florida 440 licensure, highly effective at building relationships, educating and advising clients in order to achieve objectives. Providing detailed information, first-rate service to customers, along with persuasive communication style married to flexible problem solving approach, assists with overcoming objections and influencing positive outcomes.
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Aaa Mid-Atlantic – Old Saybrook, CT,
- Operated in fast-paced and driven sales environment.
- Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
- Cultivated lasting professional relationships, which created continuous client referral streams within community.
- Consulted with new/existing customers to assess needs and match products.
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Offered information about policy and coverage details.
- Analyzed customer needs and provided best options, upselling products and services.
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Wrote policies, finalized documents and filed paperwork.
- Assisted in meeting team goals by partnering with staff to share and implement best practices.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Upheld all compliance standards for Property & Casualty insurance sales and licensing.
- Upheld all Federal, State and Corporate compliance standards for insurance sales.
- Recognized by management for providing exceptional customer service.
Brookdale Community College - Lincroft, NJ
PROPERTY & CASUALTY LICENSING/FL - Online/FL,
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School Attended
- Brookdale Community College
- PROPERTY & CASUALTY LICENSING/FL
Job Titles Held:
- Insurance Producer
Degrees
- Some College (No Degree)
- Not Degree Program
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