Enthusiastic Life Insurance Agent offering 10+ years of experience in sales, customer service and team collaboration. Talented professional and adaptable, quick learner with a strong work ethic and passion for building relationships to understand customer needs. Excellent in active listening and communication to drive sales and engage with customers.
Skills
Streamlining Processes
Email Marketing
Building Relationships
Insurance Sales Strategy
Policyholder Communication
Administrative Functions
Marketing Strategy Development
Form Completion and Submission
Client Prospecting
Insurance Customization
Time Management
CRM Software
Clientele Development
Insurance Program Analysis
Financial Needs Assessment
Verbal and Written Communication
Insurance Policy Sales
Service Oriented
Persuasive Negotiation
Critical Thinking
Underwriter Collaboration
Document Control
Client Interviews
Records Maintenance
Policy Feature Explanations
Client Account Management
Team Training and Development
Policy Adjustment Knowledge
Education and Training
Picayune High SchoolPicayune, MS, Expected in ā āHigh School Diploma: - GPA:
Jackson Hewitt Tax SchoolSlidell, LA, Expected in ā āCertificate of Completion: - GPA:
Xcel SolutionsVirtually, Expected in ā āLife Insurance : - GPA:
Experience
American National Insurance Company - Life Insurance Agent Woodsboro, MD, 12/2019 - Current
Communicated with clients to understand needs and identify best policies for each case.
Sold life insurance policies via telephone and assisted other agents with underwriting.
Pursued continued professional development through insurance workshops, course and webinars.
Offered policy guidance and management to promote asset protection.
Exceeded company sales goals for new policies.
Created documents comparing offered products and prices to enable agents to quickly prepare quotes.
Developed prospects from current commercial customers, referral leads or sales or trade meetings.
Sold vital insurance policies with time-tested customer engagement techniques.
Provided leadership and training for new agents regarding industry best practices and company policies.
Researched strengths and weaknesses of competitors to develop strategies for increasing new business.
Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
Consulted with all customers to assess needs and match products.
Explained coverage options to potential policyholders, answering questions or concerns.
Monitored clients' insurance coverages to ensure changing needs were met.
Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
Achieved repeat business and referrals through personalized services.
Cultivated professional relations to establish long-term profitable partnerships.
Scheduled and attended 10-25 appointments per week.
Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Strengthened traceability by developing organization systems for keeping records, reports and agendas.
Improved data collection accuracy by structuring systems for desktop spreadsheets.
Greatly improved office operations by reducing backtracking of work through creation of material movement process.
Leveraged industry trends to shape solutions and approaches.
Wimbush & Associates - Tax Preparer City, STATE, 11/2019 - Current
Stored copies of completed returns and related documents according to company procedures and business regulations.
Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
Finalized and processed paperwork with local, state and federal government authorities.
Responded to state and federal tax notices by preparing written responses or tax return amendments.
Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
Analyzed information and assessed liabilities and deductions according to relevant tax code.
Produced US and state income, gift tax and estate tax returns for individuals.
Prepared estimated and deferred tax calculations on monthly basis to forecast cash flows.
Represented clients under audit before IRS to prove compliance with federal tax laws.
Produced minimum of 25 tax returns weekly to boost firms' filing process.
Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.
Implemented tax reduction strategies to analyze and minimize tax liabilities.
Advised clients to comply with IRS regulations and meet state and federal tax obligations.
Analyzed unaudited financial statements to determine adjustments for accurate tax treatment.
Communicated with federal and state tax agencies to obtain best resolution for clients.
Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
Applied federal and state government regulations to prepare accurate and compliant tax returns for clients in tax preparation.
Performed detailed research and used findings to support audit reports.
Researched local tax liabilities to support senior tax professionals.
Researched tax regulations and bulletins to inform audit reports.
Legendary Tax Services LLC - Chief of Education City, State, 11/2018 - Current
Used vast number of teaching strategies in coordination of lesson creation and planning to meet diverse group of students' specific needs.
Conducted small group and individual classroom activities with students based on differentiated learning needs.
Developed interesting and interactive learning methods tailored to help students with individual needs.
Encouraged student empathy of others to build confidence and improve self-image.
Developed and maintained individualized skill-appropriate lesson plans to promote and build student confidence.
Incorporated interactive visual aids into student lesson plans to support learning objectives.
Teamed with general education teachers to plan and implement curriculum, state and district-wide assessments.
Supported diverse student populations through equitable instructional design and programming.
Collaborated with outside agencies providing services for students and families to deliver cohesive support.
Advocated for needs of the students with disabilities.
Enhanced lessons using Smart Board technology and computers.
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