Senior Insurance Agent Sales

Pylar Samuel

** ****** ******** ************

Trinidad and Tobago, West Indies

EMAIL ADDRESS: *****.*.****@*******.***

CONTACT NUMBER: 1-868-***-****

OBJECTIVES

A position that allows me to gain valuable experience that would prepare me intellectually and socially towards my career goals to promote growth and experience in a career in Events, Sales and Marketing management.

QUALIFICATIONS

Corpus Christi College (September 2003 - July 2008)

Completed eight 8 CXC General Proficiency O’level Subjects

English A GRADE II

English B (Literature) GRADE I

Mathematics GRADE II

Social Studies GRADE I

History GRADE II

Principles of Business GRADE I (Distinction)

Human & Social Biology GRADE I

Biology GRADE III

School of Business and Computer Science (SBCS) January 2010 – 2012

Completed Certificate and Diploma Level in ABE through the School of Business and computer Science

Association of Business Executives (ABE)

Certificate in Business Management

Diploma in Business Management

Currently Finishing Advance Diploma in Business Management

Intend to uphold a BA Degree in Business management specializing in marketing by December 2022 form the University of Greenwich

Licensed Sales Agent by the Central Bank of Trinidad and Tobago

Credited Insurance Agent by the Trinidad and Tobago Association of Insurance and Financial Advisors (ttaifa)

Million Dollar Round Table Qualifier (MDRT) in 2019 and 2020

WORK HISTORY

Hilton Trinidad July 2008 – July 2009

Administrative Assistant

Assisted General Manager in daily functions.

Organized registration and maintained records for Hilton Golden Membership Club.

Assist in keeping all records of all International Embassy’s and Diplomatic Residences in Trinidad and Tobago.

Organized and maintained all departmental filing;

Maintained regular book keeping;

Assisted in other minor administrative duties.

Ruby Tuesday’s Trinidad July 2009 – January 2011

Hostess Supervisor

Trained Hostesses in Customer Service Techniques and Practices.

Trained Hostesses in quality management and restaurant policies and ethics

Part of the Total Quality Management team

Prepare Rosters for Hostess example their days of work, hours of work and which entrance they would be situated for each day.

Guardian Group

Guardian Life of the Caribbean Limited. September 2011 –December 2013

Corporate Service Officer (Events)

Plan events with attention to Financial and time constraints

Book venues and schedule speakers

Research venues, vendors(catering, decorations, musicians etc) and choose the best combination of quality and cost

Maintained regular and year-end inventory counts and budgets.

Utilized MYOB Accounting Plus software daily.

Negotiate with vendors to achieve the most favorable terms.

Manage all event operations (preparing venue, invitations etc.)

Oversee event happenings and act quickly to resolve problems.

Evaluate event’s success and submit reports.

Prepared monthly requisitions reports to all departments and branches which hosted an event.

Prepared purchase orders and received various invoices from suppliers and vendors,

Responsible for the distribution of cheques to suppliers and vendors

Guardian Group

Guardian Life of the Caribbean Limited

Insurance Sales Agent, Felix Mahadeo Branch. January 2014- Present

Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones.

Contact potential clients and create apport by networking, cols calling using referrals etc.

Appraise he wishes and demands of business or individual customers and sell the suitable insurance or investment plan.

Confer with clients to obtain and provide information when claims are made on a policy.

Customize insurance programs to suit individual customers, often covering a variety of risks based on a fact-finding interviews to offer a proper solution.

Develop marketing strategies to compete with other individuals or companies who sell similar insurance packages.

Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.

Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.

Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.

Perform administrative tasks, such as maintaining records and handling policy renewals.

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and pension

ACHIEVEMENTS

Received numerous awards for academic achievements from Corpus Christi College.

Rookie of the Year 2014 at Felix Mahadeo, Branch, Guardian life of the Caribbean.

Achiever of the Year 2014 most settled applications at Felix Mahadeo Branch, Guardian

Life of the Caribbean.

First Runner up overall Rookie of the year, Guardian Life of the Caribbean,

Diamond Seal Recipient from the Trinidad and Tobago Association

of Insurance and Financial Advisors.

Chairman’s club Diamond award winner for first year commissions, guardian life of the Caribbean 2019

Million dollar Round Table (MDRT) qualifying member 2019

Million Dollar Round Table (MDRT) qualifying member 2020

Received Certificate of Appreciation for Voluntary duties from Special Olympics Caribbean.

OTHER INFORMATION

Hobbies

Hockey, Swimming, and also enjoy International travel.

Characteristics

Willing to learn and grow;

Dynamic personality that promotes excellent group cohesion;

Persistent and driven;

Sound knowledge of general accounting principles

Knowledge in using Microsoft Office

Excellent written and communication skills

Excellent Leadership and Motivational Skills

Ability to handle multiple tasks, to work independently in an organized manner and a strong attention to detail and accuracy.

Contact information

Home # 1-868-***-****

Mobile# 1-868- 727- 9923

Email address *****.*.****@*******.***

Contact this candidate