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Click here or scroll down to respond to this candidateCandidate's Name
Phone: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLESUMMARYFocused and dedicated insurance professional motivated to provide superior customer service to businesses and individuals who are in need of insurance and drive sales through cold calling, referrals and strategic outside marketing activities. Senior broker with 10+ years of experience exemplifying strong leadership and is a dedicated mentor within the insurance field. Recognized for exceptional work ethic with commitment and demonstrates the ability to find workable solutions to business challenges. PROFESSIONAL BACKGROUNDHEALTHPLANONE Phoenix, AZSales Supervisor September 2015-May 2017Successfully trained brokers on selling techniques and strategies for cross-selling productsMentored agents in the process of building business and solving client needsInterviewed prospective agents for the purposing of hiring them Tracked sales and exceeded all sales-goalsCompleted daily end of the day reportsTabulated all working hours for the agents and inputted them into ADP Weekly calibration calls with upper management from the insurance companies our company represented to ensure quality of sales calls by the agentsTrained agents on closing techniques and established the highest closing ratio for agents in the companyObtained a year-round campaign creating millions of dollars in revenue VIMO INCORPORATED Phoenix, AZSenior Insurance Broker October 2013 - January 2015 Top producing broker ranking consistently every month Sold various types of insurance policies to businesses and individuals on behalf of insurance companies including life, medical, dental insurance and other ancillary products with a primary focus on health insurance and MedicareSuccessfully trained other brokers on selling techniques and strategies for cross-selling productsMentored new agents in the process of building business and solving client needsInterviewed prospective clients to obtain data about their needs, the physical condition of the person to be insured, and to discuss any existing coverageCalled on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes or to change beneficiariesDeveloped clientele by networking, cold calling, leads & getting referrals Ensured that policy requirements are fulfilled and complete appropriate forms for submission.Customize insurance programs to suit individual customers Explained features, advantages and disadvantages of various policies to promote sale insurance plansCalculated premiums and establish payment method as needed and perform administrative tasks, such as maintaining records and handling policy renewalsContinued to develop marketing strategies to compete with other individuals or companies within the insurance field THE INSURANCE BROKERS Surprise, AZSenior Health & Life Insurance Broker/lndependent Contractor December 2003- PresentSell various types of insurance policies to businesses and individuals on behalf of insurance companies, Including life, medical, dental insurance and other ancillary products with a primary focus on health insurance and MedicareSuccessfully trained other brokers on selling techniques and strategies for cross-selling productsInterviewed prospective clients to obtain data about their needs, the physical condition of the person to be Insured, and to discuss any existing coverageCalled on policyholders to deliver and explain policy, to analyze Insurance program and suggest additions or changes, or to change beneficiariesDeveloped clientele by networking, cold calling, leads & getting referrals Ensured that policy requirements are fulfilled and complete appropriate forms for submission.Customize insurance programs to suit individual customers Explained features, advantages and disadvantages of various polices to promote sale of insurance plansCalculated premiums and establish payment method as needed and perform administrative tasks, such as maintaining records and handling policy renewals. Continue to develop marketing strategies to compete with other individuals or companies within the insurance field EDUCATIONPhoenix Insurance & Securities School Scottsdale, AZ Completed continuing education 2007 to PresentADDITIONAL SKILLSComputer experience includes Internet Explorer, Google Chrome, Word, Microsoft Works, Excel, Windows and other programs affiliated with employers.*2007 - Member of the 100 Week String Writers Club*2008 - Member of the Million Dollar Producer Club |
