JC Jim Carter

Moreno Valley, CA ***** 951-***-**** ad4176@r.postjobfree.com

PROFESSIONAL

SUMMARY

Detail-oriented Insurance Sales Agent aiming to leverage 20 plus years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations. ACCOMPLISHMENTS Multiple years of continuous sales and service in California,Texas,Colorado as well as other states.

Achieved results by completing task with accuracy and efficiency. SKILLS Client Needs Analysis

Form Completion and Submission

Vision and Dental Insurance

Life Insurance

Insurance Policy Sales

Insurance Industry Knowledge

Policyholder Communication

Policy Renewals

Clientele Development

Client Prospecting

New Agent Training

Annual Reviews

Upselling Products and Services

Quotes and Sales

Financial Needs Assessment

Quote Information

Premium Calculations

Email Marketing

WORK HISTORY LICENSED INSURANCE AGENT 07/1985 to CURRENT Carter Insurance Agency Moreno Valley, CA

Calculated quotes and educated potential clients on insurance options. Obtained underwriting approval by completing application for coverage. Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques. Attended continuing education courses and workshops to gain additional insurance industry knowledge.

EDUCATION Washington High School

California State- Dominguez Hills

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