Dynamic insurance professional excelling in client satisfaction and personalized policy recommendations. Skilled in communication and relationship building, I effectively maintained a substantial book of business while achieving significant upselling success. Committed to delivering tailored solutions that meet diverse client needs.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Noble Insurance Advisors
09.2024 - Current
Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
Explained features, advantages and disadvantages of various policies to promote insurance sales.
Business Development Executive
Pharmacists Mutual Insurance Company
01.2022 - 03.2024
Communicated daily with clients and built a rapport to ensure client satisfaction.
Demonstrated professionalism within daily online virtual meetings as well as in person meetings.
Created a list of clientele members and provided them with various amounts of information in order to secure their business and pursue new accounts.
Speaking with independent medical field owners and providing them with a variety of options to ensure and provide them with proper and adequate coverage.
Maintaining a book of business that consisted of multiple members (est. value 800k) that required servicing as well as additions to the account as necessary.
Provided satisfactory customer service to a multitude of clients, 200+, tailored to their individuals needs and accommodating as necessary.
Plumbing Service Technician
Plumbing
05.2018 - 01.2022
Install, repair, and maintain a variety of pipes and valves as well as drainage systems within commercial and residential facilities.
Provided clients with requested services as well as sold them other various materials of higher quality to guarantee them with satisfactory results.
Keep accurate records of time spent working as well as description of work being provided.
Education
No Degree - Business Management
Spartanburg Methodist College
Spartanburg, SC
High School Diploma -
Paul M. Dorman High School
Roebuck, SC
05-2017
Skills
Problem solving
Communication
Customer Retention
Networking
Negotiation
Territory Management
Territory Development
Goal-oriented mindset
Policy renewals
Upselling
Licensed insurance agent
Relationship building
Accomplishments
Baseball scholarship to Spartanburg Methodist College
Most Outstanding Pitcher Award- Palmetto Games, Summer 2016
5A All Region/All State 2017
Nominated for Top 3 Rookie of the Year for Sales with Pharmacists Mutual
Nominated for RICE Award (Relationships, Integrity, Citizenship, Excellence)- Pharmacists Mutual
Certification
Property and Casualty License - NC Department of Insurance.
Life and Health Insurance License - NC Department of Insurance.
Timeline
Insurance Advisor
Noble Insurance Advisors
09.2024 - Current
Business Development Executive
Pharmacists Mutual Insurance Company
01.2022 - 03.2024
Plumbing Service Technician
Plumbing
05.2018 - 01.2022
No Degree - Business Management
Spartanburg Methodist College
High School Diploma -
Paul M. Dorman High School
Similar Profiles
Nedra MatthewsNedra Matthews
Project Manager at Noble Realty AdvisorsProject Manager at Noble Realty Advisors