Customer Service Life Insurance
Resume:
Mark Willingham, FLMI, CLTC
*** **** ****** ***** **********, AL. 35226
Phone 205-***-**** Email: ****************@*****.***
Life Insurance Expert
Relationship-driven professional equipped with fourteen years of dedicated experience in the insurance industry. Excels at devising strategies to resolve complex issues. Analytical problem solver with a proven track record of working effectively under pressure. Successful recruiter with numerous agent relationships throughout Alabama, Mississippi and Florida. Experienced in seminar implementation and presentation. Diligent and determined professional adept at forging solid relationships and providing exceptional customer service. Possesses dynamic communication, interpersonal, and decision making skills.
PROFESSIONAL EXPERIENCE
Bankers Life and Casualty, Birmingham, AL. 2011 - Current
Unit Supervisor (July 2011 – Current)
Effectively manages entire sales force of agency. Responsible for recruiting and training new agents. Acts as field closer for all representatives. Directs goal planning and strategies for the team. Manages customer service requests and training.
• Since being hired, agency business currently up 350% from 2011.
• Coordinates and presents seminars for agents.
• Successful field trainer for new agents.
• Specializes in overall planning for the senior market.
Mass Mutual, Birmingham, Alabama 2009 - 2011
Brokerage Director (March 2009 –July 2011)
Successfully established brokerage division for agency. Personally responsible for appointing over 100 brokers. Highly successful closer. Life, disability income and long term care insurance expert. Specialized knowledge of estate and business planning.
• Responsible for the all marketing and business planning in brokerage division.
• Spent 9 months assisting in running the entire agency during search for new General Agent.
• Specialized in assisting brokers with closing large complicated cases.
• Utilized underwriting expertise to assist brokers in placing business.
First Protective Insurance Group, Birmingham, Alabama 2001- 2009
Area Life Consultant (April 2003 – February, 2009)
Marketing Associate (November 2001 –April 2003)
Proven sales and customer service leader. Experienced recruiter among independent broker dealers. Exceptional with assisted sales both in person and by phone. Accountable for 250+ producers in Alabama, Mississippi, and the panhandle of Florida. Responsible for training financial advisors on the proper use of life insurance as part of their clients overall plan. Wealth transfer and estate planning specialist.
• Ranked third in the nation for sales with Edward Jones for Protective Life in 2005.
• Top ten in the nation for sales with Edward Jones at Protective Life 2005-2007 (2008 numbers not available).
• Developed and implemented life insurance review system for Edward Jones and 3 banks.
• Have done numerous life insurance presentations to large groups of both financial advisors and their clients.
• Responsible for training marketing associates on the intricacies of doing business with the broker/dealer market.
• In charge of weekly reporting for the Institutional Distribution Group at First Protective.
Protective Life Insurance, Birmingham, Alabama 1998 – 2001
Case Manager (February 1998 - December 2000)
Underwriter (December 2000 – November 2001)
• Case manager for all jumbo applications for the Institutional Distribution Group.
• Managed and underwrote fixed and variable life insurance.
• Gained a reputation as a problem solver with regional offices throughout the country.
• Acted as a mentor for new case managers.
• Assisted in development of several business processes and workflows.
EDUCATION
Bachelor of Science (1994)
University of Alabama at Birmingham Birmingham, Alabama
Major in Biology, Minor in Chemistry
Licenses and Designations
Series 7 and 63 licensed
Insurance licenses in Alabama, Mississippi and Florida
Fellow of Life Management Institute
CLTC designation
Associate of Customer Service
Three CLU tests completed
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