Life Insurance, Finance, Marketing
Resume:
Quadarius Grate
**************@*****.***
Loris, SC 29569
OVERVIEW A leader by nature and proven expertise in insurance products, service, and customer needs. Employed with New York Life for three years, I am familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. I am goal oriented and that also comes with a competitive spirit. I played college soccer, which gave me the opportunity to team up with others from different countries to overcome many obstacles. EXPERIENCE NEW YORK
LIFE
07/2020 - 07/2023 Insurance Agent
• Top agent in New Organization my first year, Self- motivated and self-prospecting in the field, Experience in customer service along with running on book of business, Got to work with life insurance and also annuities, Mentored new agents coming in after my first year
(training), Helped family's budget correctly to fit life insurance into their portfolio (problem solver), Analyzed illustrations to create the correct package for the family
• Strategized long-term business objectives by assessing customer feedback for direction on process
improvements.
• Calculated premiums and established payment methods.
• 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.
• Contacted prospective customers to present information and explain available services.
• I pursued continued professional development through insurance workshops, courses, and webinars.
• Provided leadership and training for new agents regarding industry best practices and company policies.
• Upsold products to policyholders and potential new clients.
• Developed marketing strategies to compete with other individuals or companies selling insurance.
COKER
INTERSHIP
07/2018 - 04/2019 Bookstore Ambassador
• Marketing new store products across all social media's platforms,
• In charge of all social media accounts for Coker Bookstore,
• Created and designed new opportunities to drive up sales through social media (15% growth from 1st-3rd quarter)
• Content Creator
• Recommended appropriate products to meet customers' individual needs.
• Built and deepened productive and positive customer relationships with high-quality service and focus on gaining loyalty.
• Stayed up to date on current and emerging trends to increase professional value and meet diverse client needs.
• Collected payment from customers and scheduled next appointments.
• Capitalized upselling opportunities for additional products and services to increase sales numbers.
SUNSHINE
SOLAR
05/2017 - 12/2017 Salesperson
• Door to door salesperson for the company,
• Engaged positively with each customer, providing professional and polite support for sales and service needs.
• Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
• Developed and maintained key relationships with
consumers and businesses through effective
communication strategies and interpersonal skills.
• Applied strategic communication strategies and
interpersonal skills to develop and maintain high-value business relationships.
• Improved customer service feedback scores through outstanding service.
• Maximized market share by working with clients and building relationships.
• Reviewed files, recordings, and other documents to obtain information to respond to requests.
• Processed orders through company system and
coordinated product deliveries.
• Analyzed competitors' successes and failures, evaluating impact on market.
EDUCATION Coker University Hartsville, SC
2015 - 2019 Business Administration
SKILLS
Client Account
Management
Life, Health,
and Accident
License
Marketing and
Advertising
Building
Relationships
Lead
Prospecting
Appointment
Scheduling
Brand
Awareness
Asset
Protection
Sales Closing Cold Calling Editing and
Proofreading
Social Media
Management
Sales and
Marketing
Client
Retention
Insurance
Policy Sales
Business
Development
Developmental Experience Study Abroad Spain 2018-Portugal 2018
Developed a proactive and problem-solving nature
Developed intercultural and interlingual
communication skills
Activities and Honors Hobbies and Interest
• Volunteer Work: New York Life giving foundation, Special Olympics, soup kitchens
• Coaching: A youth soccer coach. I enjoy coaching my son and teaching young kids how to become awesome everyday people. References
• Managing Partner New York life- Patrick Piscitelli 843-***-****
• Director of Coast Fa- Heyward Gulledge
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