Scott G. Erickson

sgericks@gmail com

612-***-****

Extensive sales and customer service background. Strong sales focus. Skilled at building client rapport and developing long-lasting, trusting relationships with customers. Provide tailored solutions to individual situations. Excellent organizational skills. Accomplished in coordinating all aspects of the sales process to ensure that deadlines are met and clients satisfied. Exceeded sales quotas and revenue production.

Work Experience

Licensing Specialist

Royal Bank of Canada

February 2023- Present

Full understanding of state insurance licensing rules/regulations in order to ensure that all appropriate employees are properly licensed in a timely manner with the applicable jurisdictions and appointed with the appropriate insurance companies. Key Responsibilities:

Complete the administrative detail and paperwork related to the insurance licensing of all new hires, transfer and present employees for both resident and non-resident licenses, and ensure that the agents are affiliated with the Firm’s state licenses as required. Process all insurance appointment paperwork, follow up to ensure that appointments were affected, and track appointments on the RegEd Xchange system. Handle all details relating to the renewal of agent insurance licenses and ensure that we receive copies of renewed licenses and training certificates (Long Term Care and annuity) from all employees. Work with insurance-licensed employees to ensure that name and/or address changes are affected as required by the states. Respond to insurance licensing/registration questions from Firm employees and communicate rules, regulations, and Firm policy as necessary. Process invoices/fees for all insurance licensing expenses. Terminate licensees' appointments and affiliations when they terminate employment with the Firm. Other duties, and projects, as assigned.

Licensed Sales Agent

United Health Group/Aston Carter

August 2022 to December 2022

In a remote environment, handle the following responsibilities: Handle customer inquiries regarding health and supplementary products including answering plan questions, providing enrollment support, as well as making follow up calls to new and existing customers. Data entry to update our internal database with customer data. Conduct outbound phone calls to prospective customers to pre-screen sales leads or the ability to take the pre-screened lead transfers.

Handle customer inquiries through phone regarding health and supplemental insurance products including answering plan related questions. Take incoming interactions by phone from customers who have already received a quote to answer follow up questions. Assist customers with completing their enrollment applications. Assist the sales department as needed on various customer campaigns during high call volume periods. Provide quote and enrollment support to new customers. Follow a proven sales and quality process to assist customers. Be available to receive inbound phone calls. Be available to receive inbound pre-screened leads transfers. Data entry / update CRM with customer data. Adhere to a daily schedule and strict quality standards. Agency Owner/Insurance Agent

State Insurance

April 2017 to August 2022

Conducted new business with inbound and outbound phone calls and emails in a remote environment. Performed client insurance policy expiration reviews to determine new needs with existing clients. Quoting personal insurance and commercial insurance through carriers to provide the best option for insured. Cross-selling existing accounts with new life insurance policies. Process endorsements on active policies. Insurance Agent

Lake Superior Agency/Superior Insurance Services

August 2015 to April 2017

Conducted new business with inbound and outbound phone calls and emails in a remote environment. Performed client insurance policy expiration reviews to determine new needs with existing clients. Quoting personal insurance and commercial insurance through carriers to provide the best option for insured. Cross-selling existing accounts with new life insurance policies. Process endorsements on active policies. Sales & Service Representative

AAA Minnesota/Iowa

October 2013 to August 2015

Provide support to the field sales environment by developing and servicing existing accounts, performing outbound prospecting and retention calls, processing applications, renewals and amendments and resolving customer problems. Provide price quotes on all insurance products which factor in all applicable rules (underwriting, business, etc.) and discounts in an effort to complete the sale. Respond to inquiries and explain product features and auto club group service advantages to potential customers for the purpose of promoting and selling various membership and insurance products. Recognizes and promotes cross-sales opportunities within the context of servicing a change to an existing member's policy and provides efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures. Performing outbound prospecting calls to members and non-members in order to provide sales leads. Provide advanced technical and product information in response to the customer's questions and/or problems to ensure achievement of quality and customer service goals. Rewrite and reinstate insurance policies according to underwriting and business rules. Re-quote and initiate paper or point of sale transactions required to amend or add insurance coverage (change address, etc.). Contact members or insured regarding the renewal of delinquent memberships, late premium payments and to solicit reinstatement in the event of policy cancellations. National Accounts Coordinator

CAPITAS FINANCIAL, INC

November 2012 to October 2013

This position is responsible for coordination of marketing projects supporting sales campaigns for industry leading Brokerage General Agency (BGA). This position interacts with multiple layers of customers to implement sales & marketing programs: distribute materials, collect and provide responses. Responsibilities may include, but are not limited to the following: conduct phone and email surveys of sales representatives, support the creation, maintenance and organization of databases, create and distribute sales and marketing reports, interaction with financial institutions customers, and other projects as assigned. Education

AUGSBURG COLLEGE - Minneapolis, MN Specialized in Finance Certifications/Licenses

Insurance License Property & Casualty, Life/Health & Accident MN 20537515

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