Hardworking individual with background assisting administrative and sales positions. Skilled at engaging with customers, understanding needs and persuasively promoting products. Eager to turn customer-facing experience and self marketing skills into an administrative job opportunity.
Skills
Department leadership
Interdisciplinary teaching
Mediation and advocacy talent
Differentiated learning techniques
Flexible and adaptive
Proofreading/editing
Calm under pressure
Positive atmosphere promotion
Policy adjustment knowledge
Client account management
Team training and development
Customer follow-up
Cross-selling and upselling
Friendly, positive attitude
Organization
Microsoft Office
Communication
Team building
Problem resolution
Experience
Insurance Sales Agent, 01/2015 - 01/2018 Pma Usa – Isle Of Palms, SC,
Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
Pursued continued professional development through insurance workshops, course and webinars.
Offered policy guidance and management to promote asset protection.
Provided leadership and training for new agents regarding industry best practices and company policies.
Engaged customers and provided high level of service by carefully explaining details about documents.
Analyzed customer needs and provided best options, upselling products and services.
Followed up with customers to check on changing needs and propose new offerings.
Maintained pleasant and cordial attitude, remaining calm when issues arose.
Wrote policies, finalized documents and filed paperwork.
Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
Evaluated customer desires and budgetary constraints to pick best policies.
Communicated with clients by phone and email to answer questions and offer services.
Lead Teacher, 01/2013 - 01/2015 Life Trusts – Cedarhurst, NY,
Organized activities to promote physical, mental and social development of each child.
Involved parents in student learning to increase family interaction and student support.
Maintained secure and disciplined classroom to provide positive learning environment.
Selected optimal curricula and planned daily lessons to meet needs of children with various developmental levels.
Arranged classrooms to facilitate optimal education for student groups.
Created various strategies to engage students and deliver enriching educational opportunities.
Worked with students one-on-one to boost skills in weak areas and grasp new concepts.
Communicated objectives for lessons, units and projects to students and parents.
Engaged students and boosted understanding of material using focused instructional strategies and hands-on activities.
Completed teacher observations to identify areas for improvement and suggest changes to teaching methods.
Researched books and supplemental materials to use with lesson plans.
Handled and resolved disciplinary issues according to district protocols.
Planned field trips and classroom events to enhance learning through fun activities.
Liaised between parents and administrative staff to clarify classroom and student objectives.
Maintained clean and presentable front office for maximum appeal to customers and potential clients.
Enforced company policies and procedures to strengthen operational standards across departments.
Set up and maintained physical and electronic filing systems to maintain organizational efficiency.
Monitored office inventory to maintain supply levels.
Coordinated office activities and operations to secure efficiency and compliance with company policies.
Worked with minimal oversight to review and submit bi-weekly payroll for 15+ salaried and hourly employees.
Scheduled spaces and catering for special office and client meetings.
Distributed memos and updates to apprise departments and divisions of corporate objectives and developments.
Automated office operations to manage client correspondence, record tracking and data communications.
Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
Education and Training
: General Education , Expected in - Sampson Community College - Clinton, NC, GPA:
: , Expected in - License Coach - , GPA:
Licensed Independent Insurance Agent
Additional Information
I am looking for an opportunity to learn and expand my experience with a group of positive, well mannered, and kind individuals. We are all learning, growing, and developing.
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