Insurance Sales Expertise
Resume:
Jamie Barth
jam
srszonBss*
stha@amailco
Grimes, IAsom
SUMMARY
inerof
of mult
Jaims services Energetic and enthusiastic with demonstrated success
paced and dence riven environments Collect and analyze data, provide
cost-effective solutions and meet the needs of cientsby recommending suitable insurance
products to provide financial security.
SKILLS
© Insurances
Seateay © AssatPretecion Expertise
© EmailMarketing © Policy Renewals
EXPERIENCE
Insurance Sales Aszociate
lve 8
HHoyng insurance Group/ Apr2009to May 2023,
(© Respondadto inquiries and expisned product features
potential eustom
(© Rewrote and reinstated insurance policies, following underwriting and busines rules
Increased sales through consultative sales approach and focused relationship building
with newand existing policy holders
(© Upsold products to polighholders and potential new dens.
(offered policy guidance and managementto promoteasst protection
sdsenvice advantages
(© Pursued continued professional evelopment through insurance workshons, course
anaiwatinass
(© Incervigwed prospective clients to gather information on financial needs and discuss
misting coverage
(© Ecained coverage options te potential policyholders answering questioner
© Monitored
geste ensure changing needs weremet
Calculated premiums and established payment methods receiving custo
payments andissuing aceite
Developed appropriate quotes based on riskinformation
CCounseled prospects and policyholders on coverage, limits and regulations
‘Seught eut new clients and developed clientele by networking tofind n
Achiavadrapest busines and referrals through personalize services
Contactad undervriters and submittd forms to abtan binder coverage.
Developed coordinated protection plans by caleulting and quoting ates for
immedi ictonand long: egy implementation.
1dsto shape solutions and appr
© Leveraged industry
EDUCATION AND TRAINING
Bachelorofans: English
‘The University oflowa May1995
lows.
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