SKB-90

Licensed Life, Health & Accident Agent, Series 6 and Series 63 

SUMMARY Financial Service Associate with a background in financial planning, Employee Benefits, life insurance, sales, underwriting, compliance and administration

• Able to build client loyalty.
• Dependable professional with dynamic communication skills.
• Core competencies include customer relationship management, business, communication, financial solutions, investment advice, and risk management
• Proven success in streamlining application and underwriting processes for optimized support
• Hardworking and passionate professional eager to secure a client management position.

EDUCATION:  Bachelor of Science Business, 

PROFESSIONAL EXPERIENCE 

Director of Client Experience/Associate Financial Representative: Developed high-performing teams by providing expertise, mentorship, and opportunities

• Implemented innovative solutions to solve complex problems, resulting in increased productivity
• Enhanced team collaboration through regular communication, goal setting, and evaluations
• Improved project efficiency with strategic planning, resource allocation, and time management
• Established a culture of continuous improvement by fostering open communication channels
• Boosted client satisfaction through exceptional relationship skills and prompt resolution of issues
• Monitored office workflow and administrative processes to keep operations running smoothly. 

Benefits Account Manager: Managed 15 + Benefits and ancillary plans with between 50 and 300 lives including special-rated, self-funded, and community

• Delivered engaging and polished presentations
• Built long-lasting client relationships based on accurate price quotes and customer-centric terms
• Developed highly profitable pipeline based on multiple sales penetration techniques.
• Addressed problems with accounting, billing and service delivery to enhance client satisfaction
• Oversaw new business development and customer servicing
• Liaised between account holders and various departments
• Secured high-value accounts through consultative selling, effective customer solutions
• Contributed to annual revenue goals by selling new services and developing new accounts
• Introduced new processes to improve account and market tracking for better data analysis

For additional information or to obtain a resume on this Insurance Professional...

Contact Fred Gorman at 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

Or Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.net