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Life Insurance, Finance, Marketing

Location:
Myrtle Beach, SC
Posted:
December 02, 2023

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Resume:

Quadarius Grate

+1-843-***-****

ad1ndx@r.postjobfree.com

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

843-***-****



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