Human Resources, sales, mating, customer sales, insurance Broker
Resume:
Joyce DeSanctis
Lady Lake, FL *****
******************@*****.***
Work Experience
Insurance Broker
First Family Insurance-Fort Myers, FL
September 2010 to December 2023
• Analyzed client needs and recommended appropriate coverage options to ensure comprehensive protection
• Prospected and generated leads through various channels such as referrals, networking events, and cold calling
• Built strong relationships with clients by delivering exceptional customer service and promptly addressing their inquiries or concerns
• Collaborated with underwriters to negotiate favorable terms for clients' insurance policies while ensuring compliance with company guidelines
• Conducted thorough risk assessments for potential policyholders to accurately determine coverage requirements
• Educated clients on the features, benefits, and exclusions of different insurance policies to help them make informed decisions
• Managed policy renewals by proactively contacting clients ahead of expiration dates and offering updated coverage options
• Utilized CRM software to track client interactions, manage leads, and maintain accurate records of policies sold
• Participated in ongoing training programs to stay up-to-date on industry trends, product knowledge, and regulatory changes affecting the insurance market
• Collaborated with claims adjusters during the claims process to ensure timely resolution for policyholders while adhering to company procedures Insurance Broker
LTC Solutions-Cape Coral, FL
September 2007 to September 2010
• Developed and maintained relationships with clients to understand their insurance needs and provide appropriate coverage solutions
• Analyzed client's current insurance policies and identified gaps in coverage, recommending additional policies or changes to existing ones
• Managed a portfolio of 50 clients, ensuring timely renewal of policies and addressing any issues or concerns that arise
• Generated new business through prospecting, networking, and referrals, resulting in an increase in client base by 20%
• Collaborated with underwriters to assess risk factors and determine appropriate premiums for clients' insurance policies
• Provided exceptional customer service by promptly responding to inquiries, resolving complaints, and assisting with claims processes
• Stayed up-to-date on industry trends, regulations, and changes in insurance products to effectively advise clients on the most suitable options available
• Prepared accurate quotes for potential clients based on their specific needs and requirements
• Conducted thorough policy reviews for existing clients to ensure they have adequate coverage at competitive rates
• Participated in team meetings and training sessions to enhance product knowledge and sales techniques
• Collaborated with colleagues from different departments such as claims processing or underwriting teams when necessary to resolve complex issues or expedite policy issuance process
• Educated clients on the features, benefits, and exclusions of different insurance policies to help them make informed decisions
• Managed policy renewals by proactively contacting clients ahead of expiration dates and offering updated coverage options
Sales/Marketing
Kimberly-Clark Corp-Roswell, GA
January 1984 to July 2003
• Provided exceptional customer service by promptly addressing and resolving customer inquiries, concerns, and complaints
• Maintained a high level of professionalism and empathy while interacting with customers to ensure a positive experience
• Managed a high volume of incoming calls, emails, and chats from customers in a timely manner
• Developed strong product knowledge to effectively assist customers with their inquiries and provide accurate information
• Collaborated with cross-functional teams to resolve complex customer issues and escalations
• Identified trends in customer feedback and made recommendations for process improvements to enhance the customer experience
• Assisted in training new team members on company policies, procedures, and best practices for delivering excellent customer care
• Proactively reached out to customers who had unresolved issues or expressed dissatisfaction to ensure their concerns were addressed satisfactorily
• Collaborated with the sales team to identify opportunities for upselling or cross-selling products/services based on customer needs
• Participated in regular team meetings to discuss challenges, share best practices, and brainstorm ideas for improving the overall quality of service provided
• Identified market trends and competitor activities through market research, enabling strategic positioning of products for maximum impact
• Participated actively in industry conferences and trade shows to expand network and generate new business opportunities
• Collaborated cross-functionally with internal teams such as marketing, operations, and finance to ensure seamless execution of client projects
• Built strong rapport with clients through regular communication channels including phone calls, emails, meetings etc
• Provided ongoing product training to clients, enabling them to maximize the value of their purchases
• Conducted regular business reviews with clients to identify areas for improvement and recommend additional products or services
• Collaborated with internal teams to resolve any customer issues or concerns in a timely manner
• Developed strong product knowledge through continuous learning initiatives which improved credibility during client interactions
• Developed and executed comprehensive marketing strategies to increase brand awareness and drive customer acquisition
• Managed end-to-end execution of multi-channel marketing campaigns, including email marketing, social media advertising, and content creation
• Analyzed market trends and competitor activities to identify opportunities for growth and develop targeted marketing initiatives
• Collaborated with cross-functional teams to create compelling messaging and creative assets that resonated with target audience
• Managed relationships with external vendors, agencies, and partners to ensure timely delivery of high- quality marketing materials within budget constraints
• Cultivated strategic partnerships with influencers or industry leaders to expand reach and enhance brand credibility
• Spearheaded successful product launches by developing integrated marketing plans that generated buzz among target audience segments
• Conducted market research surveys or focus groups to gather insights on customer preferences and inform product development decisions
• Maintained consistent branding across all channels by enforcing brand guidelines in all communication materials
• Conducted extensive market research to identify consumer preferences, trends, and buying behaviors in the target demographic
• Designed and executed surveys, focus groups, and interviews to gather data on customer satisfaction levels and brand perception
• Managed and maintained office supplies inventory, ensuring availability of necessary materials for daily operations
• Scheduled and coordinated meetings, appointments, and travel arrangements for executives and staff members
• Created and maintained electronic filing systems to ensure efficient organization and retrieval of documents
• Assisted in the preparation of reports, presentations, and correspondence by gathering data and formatting information
• Handled incoming calls, emails, and mail; directed inquiries to appropriate personnel or provided necessary information
• Coordinated office events such as team-building activities, holiday parties, and client meetings
• Performed general administrative tasks including photocopying documents, scanning files, faxing paperwork
• Collaborated with cross-functional teams to support project management initiatives from planning to execution phase
• Developed effective communication channels within the office by implementing a weekly newsletter or bulletin board updates
• Provided administrative support during recruitment processes such as posting job ads or scheduling interviews with candidates
• Prepared meeting agendas; recorded minutes during meetings; distributed minutes along with action items to attendees afterward
Skills
• Insurance sales (10+ years)
• Communication skills (10+ years)
• Customer service (10+ years)
• Human resources (5 years)
• Sales
Certifications and Licenses
Life Insurance License
Variable Annuities Insurance
Life & Health Insurance License
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