Life Insurance Client Service

Sandra Rudds

Eastpointe, MI *****

313-***-**** ***********@*****.***

PROFESSIONAL SUMMARY

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. I love working with young people in helping them achieve their goals. SKILLS

• Building Relationships

• Customer Needs Assessments

• Email Marketing

• New Agent Training

• Client Service

• Professional Relationships

WORK HISTORY

LICENSED LIFE INSURANCE AGENT 08/2022 to Current Self Employed Insurance Group - Detroit, MI

Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.

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• Met with customers to provide information about available products and policies.

• Increased sales of life insurance products through tactical customer outreach.

• Finalized sales and collected necessary deposits. BENEFITS ENROLLMENT COUNSELOR 10/2021 to 01/2022 Gallagher Enrollment Solutions A.k.a CBA - Birmingham, AL

• Consulted with and counseled employees regarding employee benefit plans.

• Prepared enrollment and benefits documentation and disseminated plan literature. Meet with employees individually to review current benefits. Explain new plans being offered and provided comparison graphs and charts.

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ACCOUNT EXECUTIVE 05/2016 to 02/2019

United Life Insurance Of America A.k.a Kemper - Southfield, MI Built and strengthened relationships with new and existing accounts to drive revenue growth.

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• Qualified leads, built relationships and executed sales strategies to drive new business.

• Executed successful sales strategies to convert leads into customers.

• Resolved issues promptly to drive satisfaction and enhance customer service. BENEFIT ENROLLMENT COUNSELOR 09/2018 to 11/2018

Best Enrollments - Sicklerville, NJ

• Educated clients on insurance policies and procedures.

• Analyzed customer needs to provide customized insurance solutions.

• Met with customers to provide information about available products and policies.

• Calculated premiums and established payment methods for sales. EDUCATION

University of Phoenix - Southfield, MI Master of Arts Adult Education And Professional Development, 06/2010

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