Kory Brown
Hickory
Summary
Results-driven Licensed Insurance Sales Consultant known for productivity and efficiency in task completion. Skilled in risk assessment, policy customization, and client relationship management. Excel in communication, problem-solving, and adaptability, ensuring seamless service delivery and customer satisfaction. Maintain up-to-date knowledge of insurance products to provide clients with optimal solutions.
Overview
8
8
years of professional experience
Work History
Licensed Insurance Sales Consultant
The Hartford
Hartford
11.2024 - Current
- Assisted clients in selecting appropriate insurance policies.
- Developed and maintained strong relationships with clients and prospects.
- Educated customers on coverage options and policy details.
- Processed policy applications and coordinated with underwriting teams.
- Handled customer inquiries and provided prompt resolution to issues.
- Collaborated with team members to enhance sales strategies and techniques.
- Utilized CRM software for managing client information and interactions.
- Provided excellent customer service by responding promptly to inquiries and requests for assistance.
- Identified opportunities for cross-selling additional products or services to existing customers.
- Ensured compliance with all applicable laws, regulations, and standards when selling insurance policies.
- Performed administrative tasks such as filing paperwork and updating databases regularly.
- Resolved customer complaints efficiently and effectively within established guidelines.
- Analyzed existing policies for clients and recommended adjustments as needed.
- Built rapport with clients by providing excellent customer service.
- Reviewed claims process documents submitted by customers for accuracy prior to submission.
- Developed relationships with key business contacts to generate new leads.
- Educated customers on various types of insurance coverage available and provided advice on selection of suitable plans.
- Maintained accurate records of customer information, policy details, and payment history in company database.
- Provided insurance consultation services to clients based on their financial goals.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Upsold products to policyholders and potential new clients.
- Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
- Facilitated policy renewals, ensuring clients' coverage needs were continuously met.
- Negotiated policy terms and premiums with potential clients, ensuring competitive offers.
Licensed Insurance Sales Consultant
Sun Insurance Services
Orlando
03.2018 - 11.2024
- Assisted clients in selecting appropriate insurance policies.
- Developed and maintained strong relationships with clients and prospects.
- Educated customers on coverage options and policy details.
- Processed policy applications and coordinated with underwriting teams.
- Handled customer inquiries and provided prompt resolution to issues.
- Collaborated with team members to enhance sales strategies and techniques.
- Utilized CRM software for managing client information and interactions.
- Provided excellent customer service by responding promptly to inquiries and requests for assistance.
- Identified opportunities for cross-selling additional products or services to existing customers.
- Developed and implemented sales strategies to increase customer base.
- Ensured compliance with all applicable laws, regulations, and standards when selling insurance policies.
- Performed administrative tasks such as filing paperwork and updating databases regularly.
- Resolved customer complaints efficiently and effectively within established guidelines.
- Analyzed existing policies for clients and recommended adjustments as needed.
- Built rapport with clients by providing excellent customer service.
- Reviewed claims process documents submitted by customers for accuracy prior to submission.
- Developed relationships with key business contacts to generate new leads.
- Educated customers on various types of insurance coverage available and provided advice on selection of suitable plans.
- Attended industry events and conferences to stay up-to-date with changes in the industry.
- Participated in meetings with other departments such as underwriting and claims processing, in order to ensure smooth operations.
- Maintained accurate records of customer information, policy details, and payment history in company database.
- Provided insurance consultation services to clients based on their financial goals.
- Prepared reports detailing sales activity including number of policies sold, commissions earned.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Exceeded company sales goals for new policies.
- Upsold products to policyholders and potential new clients.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Pursued continued professional development through insurance workshops, course and webinars.
- Offered policy guidance and management to promote asset protection.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
- Provided expert advice on risk management and helped clients choose the appropriate level of coverage.
- Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
- Facilitated policy renewals, ensuring clients' coverage needs were continuously met.
- Maintained compliance with all regulatory requirements and ethical standards in the insurance industry.
- Stayed abreast of new product offerings and industry trends to provide up-to-date advice to clients.
- Negotiated policy terms and premiums with potential clients, ensuring competitive offers.
- Utilized CRM software to track leads, customer interactions, and sales progress efficiently.
- Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
- Prepared and delivered detailed policy proposals and quotes to potential clients.
- Conducted periodic reviews of clients' insurance needs, suggesting updates or upgrades to policies where necessary.
- Conducted informative presentations and seminars to groups on insurance products and their benefits.
- Managed a portfolio clients, providing personalized insurance solutions based on individual needs.
- Collaborated with underwriters to assess risks and determine policy terms and premiums.
- Developed referral networks with other professionals, resulting in increased business opportunities.
- Analyzed clients' existing insurance policies and recommended adjustments or additional coverage as needed.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Developed appropriate quotes based on risk information.
- Sought out new clients and developed clientele by networking to find new customers.
- Achieved repeat business and referrals through personalized services.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Education
Insurance
Seminole State College of Florida
Sanford, FLSkills
- Insurance policy analysis
- Client relationship management
- Policy underwriting coordination
- CRM software utilization
- Compliance adherence
- Sales strategy development
- Customer service
- Consultative selling
- Problem resolution
- Effective communication
- Attention to detail
- Negotiation skills
- Administrative organization
- Client relationship building
- Policy analysis
- Goal oriented
- Team training and development
- Customer retention
- Insurance sales strategy
- Exposure determination
- Insurance sales
- Policy management expertise
- Sales quota achievement
- Account retention
- Commercial lines
- Licensed insurance agent
- Strong negotiation
- Deductible expense identification
- Risk management
- Account management
- Product knowledge
- Private insurance
- Customer needs assessment
- Large account management
- Client account management
- New policy quotations
- Rapport building
- Customer engagement
- Regulatory requirements
- Sell policies
- Credit history analysis
- Billing procedures
- Influencing skills
- Problem-solving aptitude
- Sales techniques
- Goal setting
Timeline
Licensed Insurance Sales Consultant
The Hartford
11.2024 - Current
Licensed Insurance Sales Consultant
Sun Insurance Services
03.2018 - 11.2024
Insurance
Seminole State College of Florida