Work Experience:
Life Insurance policy Broker, May 2004 - Present
AAA Mid-Atlantic, Inc., Kissimmee, FL
Identified prospective clients with the offered loads.
Developed and managed relationships with current clients and offered service and maintenance of restoration guidelines.
Ensured appropriate follow-up with associates and clients to gain the necessary information.
Prepared complete and precise programs with underwriting acceptability for insurance companies.
Advised and helped bank associates and clients to obtain appropriate insurance items.
Succeeded in exceeding agency production requirements.
Life Insurance policy Broker, Goal 2002– Apr 2004
AAA Auto Club, Kissimmee, FL
Conducted annual insurance reviews using a needs analysis profile.
Resolved customer concerns, generated new revenue, and obtained recommendations for prospective new clients.
Completed all training programs defined by the company.
Achieved and managed information and expertise in all items, revenue. Demonstrations and programs.
Utilized technology to communicate with clients, agents and strategic partners.
Maintained precise records and files.
Summary of Qualifications:
Remarkable consumer revenue encounter within the industry
In-depth information of insurance laws, rules and processes
Ability to understand plans and insurance coverage
Profound capability to earn clients trust
Voice telephone and oral communication skills
Ability to understand and adhere to underwriting guidelines
Amazing capability to perform independently
Education:
Associate Degree in Insurance policy, Richland Community College, Decatur, IL
