Summary

Skills

Experience

Patrick Goodall LUTCF

Grand Ledge, MI 48837

517-***-****

adzbmr@r.postjobfree.com

Seasoned life Insurance Specialist with excellent planning and problem solving abilities. Offering 40 years of experience and a willingness to take on any challenge. Organized, driven and adaptable professional with successful history managing high caseloads in fast-paced environments. Goal-oriented person effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering 40-year background generating new business by selling various insurance plans.

Regulatory Compliance Understanding

Reporting Abilities

Account Management Expertise

Service-Oriented

Records Maintenance

Selectquote Insurance Services December 2021 to Current Insurance Specialist

Overland Park, KS

Closed sales on new policies by presenting insurance options to customers accurately and efficiently. Fostered relationships with customers to expand customer base and retain business. Michigan Farm Bureau March 2020 to September 2021

Insurance Agent

Lansing, MI

Generated new leads and identified potential clients by using successful direct marketing strategies. AdvisorNet March 2016 to December 2019

Life and Annuity Sales

Newport Beach, CA

Interviewed prospective clients to gather information on financial needs and discuss existing coverage. Upsold products to policyholders and potential new clients. Researched and analyzed beneficial insurance and investment options and made recommendations to clients.

Pursued continued professional development through insurance workshops, course and webinars. Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.

Independent One Brokerage February 1989 to January 2016 Insurance Specialist

Troy, MI

Fostered relationships with customers to expand customer base and retain business. Resolved routine and complex issues by performing detailed research. Managed denials, late payments, extensions and other special circumstances by following up with relevant parties.

Closed sales on new policies by presenting insurance options to customers accurately and efficiently. Collaborated with carriers to resolve discrepancies in insurance payments. Tracked industry trends and pursued professional development opportunities to strengthen product and service knowledge.

Education and Training

Analyzed insurance organizational structures, business and intermediaries, studying common clauses, policies and insurance contracts.

Engaged customers and provided high level of service by carefully explaining details about documents. Analyzed customer needs and provided best options, upselling products and services. Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.

Prudential Life Insurance January 1982 to January 1998 Debit Sales Route Representative

Jackson, MI

Negotiated prices, terms of sale and service agreement to close transactions. Contacted new and existing customers to discuss product and service solutions. Northwest High June 1977

High School Diploma

Jackson Mi