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Insurance Agent Life

Location:
Palm Beach Gardens, FL
Posted:
April 22, 2024

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Resume:

EDUCATION

Modern Business School - Trinidad and Tobago WI

Typewriting Contents July 1988 – August 1988

St Kevin’s College – Trinidad and Tobago WI

Business Studies September 1987 – July 1988

Marabella Senior Comprehensive School – Trinidad and Tobago WI

Caribbean Examinations Council Secondary Education Certificate

(6 passes including Mathematics and English) September 1985 – July 1987

WORK EXPERIENCE

TTEC – Florida USA

Insurance Agent September 2023 – October 2023

Prepared Medicare enrolment for clients

Described the advantages and disadvantages of different policies to promote the sale of insurance plans

Established a collaborative relationship with prospective clients through networking and cold calling

American Income Life Insurance Company – Florida USA

Insurance Agent April 2023 – June 2023

Interviewed prospective clients and completed a needs analysis to find the best plan for them

Provided excellent customer service to maintain and retain clients

Maintained electronic and paper database to ensure accuracy of records

New York Life Insurance Company – Florida USA

Insurance Agent January 2023 – April 2023

Prepared packages of introductory material for new clients

Made outbound calls to introduce prospects to the company’s insurance offerings

Processed changes in insurance policies and periodically reassessed clients’ needs

Universal Transport and Equipment Rental Company – Trinidad and Tobago WI

Assistant Manager April 1998 – November 2021

Interviewed prospective employees and negotiated compensation packages

Prepared bids for contracts by completing relevant forms and forwarding payments to relevant authorities

Assisting the general manager in organizing, planning, and implementing strategy

Debbie’s Jewellers – Trinidad and Tobago WI

Sales Representative October 1989 – March 1998

Prepared surveys to analyse customers’ needs and develop marketing strategies leading to a 50% increase in sales

Trained new employees on industry knowledge and pitch presentation

Conducted information sessions and responded to customer queries

Beacon Insurance Company Limited – Trinidad and Tobago WI

Claims Underwriter September 1988 – September 1989

Renewed insurance policies by updating documents and ensuring customers comply with rules

Prepared accident reports and passed to supervisor for approval

Audited company’s records to ensure that all transactions corresponded with the company’s policy

AWARDS AND ACHIEVEMENTS

Florida Department of Financial Services – 215 Resident Insurance License

Winner of Marabella Senior Comprehensive School’s singing competition – April 1986

Represented Tarouba’s Track Team – August 1984

REFERENCES

Available on request



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