Sales

Qualifications Summary

Multifaceted and performance-focused insurance professional with over 30 years of experience in the property, casualty, and life insurance industry. Equipped with outstanding organizational and analytical skills. Proven record of success in achieving and exceeding organization goals while driving company profitability. Technically proficient with a variety of insurance-related software.

Areas of expertise include:

Relationship Building Regulatory Compliance Rapid Conflict Resolution

Customer Service and Relations Risk Management Business Operations

Professional Experience

Schauber-Van Schaik Insurance Group, Easton, MD

Sales and Service Agent 2014–Present

Aggressively quote and sell personal, commercial, and life insurance to middle market clientele

Drive creative efforts through recommendations in avoiding coverage gaps, as well as overseeing multiple projects to optimize client retention and expand the book of business

Educate clients on policy and coverages while professionally addressing and resolving their complaints

Career Highlights:

Increased monthly sales average 53% from previous year

Consistently achieve individual goals with revenues exceeding $210k annually

Evaluated commercial renewals annually to ensure accuracy while establishing rapport and cross-selling which led to a 27% increase in sales

Allstate, Berlin, NJ

Senior Sales Agent 2008–2013

Expertly performed front line underwriting for a middle market clients which included quoting and selling more than 100 personal lines policies annually

Provided recommendations to current and potential clients on home, auto and life insurance benefits and options

Exemplified excellent competency in promoting business retention and growth through the referral program

Liaised among clients, underwriters and accounting and conflict resolver

Career Highlight:

Successfully developed a client base from personal networking; thereby resulting in more than $133k of new business placed

Watermark Financial Assurance Group, Philadelphia, PA

Mortgage Protection/Life Agent 2006–2008

Effectively administrated in home life presentations and provided detailed explanation of life insurance coverage and the benefits to clients

Held accountability in managing and servicing life insurance policies and client retention

Career Highlights:

Outperformed and surpassed individual goals with 70% closing ratio and awarded Representative of the year for 2007

Partnered with company underwriters in ensuring above average policy placement of 82%

Marsh, USA, Philadelphia, PA

Account Executive 2005–2006

Proactively sold and managed a million dollar book of personal lines business to various high net-worth clients

Served as direct liaison between clients and insurance carriers with the ability to juggle multiple responsibilities, work autonomously, prioritize and manage time effectively

Conducted comprehensive policy renewal reviews to meet the insureds’ ever changing needs

Career Highlights:

Directly involved in annual sales production totaling more than $200K

Elevated client relations by establishing credibility discerning needs and providing appropriate coverage recommendation

Demonstrated skills to solve complex issues with a 90% retention rate by established strong rapport and strong communication skills

Commerce Insurance Services, Mt Laurel, NJ

New Business Supervisor 2004–2005

Account Executive 2001–2004

Cultivated productive networking relationships throughout the community

Collaborated with departments on various projects, risk placement, programs and technology

Developed training materials for effective call handling and sales success

Met deadlines set by management resulting recognition for team and individual goals

Coached and trained new sales agents on sales strategies and insurance benefits to exceed company goals and metrics

Career Highlights:

Achieved corporate recognition for sales performance, exceptional client relations and leadership skills resulting in being promoted

Sold personal lines policies in person and over the phone in a fast-paced call center resulting in an average of 50 of 65 calls a day and meeting quota of 50 new business policies per month

Earlier Career with Highlights

Hanover Insurance Allmerica Financial Group, Atlanta, GA

Insurance Specialist/Supervisor

Successfully sold multiple personal lines business to over 200 affinity groups in every state in a call center environment managing over 50 inbound calls from potential clients daily.

Consistently met monthly quotas and company monthly goals

Exemplified exceptional interpersonal skills through phone calls generating recurring sales netting over $500k

Received recognition as a leading sales agent, consequently promoted to sales and service supervisor

Developed strategies that enabled specialist to exceed sales goals

Professional Affiliations

National Association of Sales Professionals Insurance Society of Philadelphia

License

Property, Casualty and Life, States of Maryland and New Jersey, Valid Until Dec 2018

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