WBPRO 100

OBJECTIVE: Obtaining new business appointments and selling future clients

Licensed New York State Insurance Broker

Business Skills  

• Excel at communicating with others to ensure all goals are attained
• Proactive approach resulting in attaining numerous accounts and expanding client base
• Possess excellent interpersonal, analytical and organizational skills 

SUMMARY OF EXPERIENCE

• 2018- Developed 90 qualified leads with companies generating over $50 million in annual sales
• 2011-2017- Developed leads that resulted in 250 new clients generating over $4 million in income
• Average 100 + calls daily scheduling prospective clients and educating on brokerage products and services
• Efficiently conducted business, consumer telephone interviews for market research organization 

Telephone Communication Skills

• Question customers, interview subjects courteously and professionally
• Listen to responses and assess customer needs with individual attention
• Process customers’ inquiries quickly, following company policies and procedures 

Computer Skills

• Review and update account activities utilizing agency management software and Microsoft Office applications 

Education:   Associates Degree,

Experience Insurance Broker

• Solicit specific businesses for opportunities to quote their commercial lines
• Set appointments with potential clients that generate over $50 million in annual sales
• Solicited specific businesses for opportunities to quote their commercial lines
• Set appointments with heavy call volume
• Developed leads that resulted in 250 new clients generating over $4 million in income

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