Albert Walker Email & Phone Number

New York, Ny, Us

Commercial & Personal Lines – Individual & Group Health Insurance Sales & Service · Performs proactive telephone cold calls and field calls to established New Business and cross sell existing clients to create increased revenue generation opportunities · Manage, recruit and train office staff, solicit new business using enhanced sales techniques, including but not limited to, the development and use of prospect profile and client databases, quote follow-up and referral acquisition processes; and the application of information gathering skills which enable the recognition and definition of client needs. · Provides customer service support and maintenance to existing customer account base relationship of approximately 1,200+ clients.· Counsel’s clients concerning coverage and/or policy changes to ensure the highest level of customer satisfaction, customer retention, and maximization of revenue.· Provides timely response and resolution to incoming customer calls regarding protocol changes, service issues, request for additional services and related customer inquiries.· Successfully navigates required computer applications, carrier application, Intranet, contact management systems.Executes and facilitates Insured’s service requests, while anticipating account rounding and cross-selling opportunities.· Complete training and continued education and professional development programs, as required.· Submits weekly marketing and statistical reports· Recognizes and proposes sales and promotion activities to increase new sales and retention, through a thorough understanding of products and services offered.· Complete related tasks and duties as directed by Senior Level Management.· Devotes 65% (sixty-five percent) of efforts to new business sales.· Established intern marketing program to assist in sales development & customer service

Products marketed were Business Owner Policies, Workers Compensation, General Liability, Professional Liability, Commercial Property, Commercial Automobile and Group Health & Life· Responsible for developing marketing strategy for new business development for commercial & personal line accounts · Cultivation of lead generation via cold calling, telemarketing & referrals· Analyzed the prospect’s organizational structure and or current coverage’s to ensure that clients’ coverage requirements will be met when policy is issued· Worked with prospects and clients to complete applications required by insurance companies· Prepared new business submissions to submit to insurance companies and underwritersReviews and analyzes issued policies with clients to determine accuracy and adequacy of coverage

Products marketed were Business Owner Policies, Workers Compensation, General Liability, Professional Liability, Commercial Property, Commercial Automobile and Group Health & Life· Responsible for developing marketing strategy for new business development for commercial & personal line accounts · Cultivation of lead generation via cold calling, telemarketing & referrals· Analyzed the prospect’s organizational structure and or current coverage’s to ensure that clients’ coverage requirements will be met when policy is issued· Worked with prospects and clients to complete applications required by insurance companies· Prepared new business submissions to submit to insurance companies and underwritersReviews and analyzes issued policies with clients to determine accuracy and adequacy of coverage