Beth Patrick Email & Phone Number

Sanford, FL, US

Helsinki, Etelä-Suomen Lääni, FI

Due to loss of a child, I needed to assist with extended family care and healing processes. This was an important time to help, take stock and care for the most important relationships of life.* I am fine to share with friends over a coffee, and potential employers in initial interviewing. I am now ready for a next role with an Insurance Company that cares.

New York, NY, US

• High Net Worth Clients Group
• Successfully manage relationships in niche focus on wholesale and retail insurance broker network
• Conducted thorough reviews of clients' / customer assets and risk, making suggestions for improvement or adjustment.
• Developed sales proposals utilizing proprietary quoting platform and meeting sales performance goals
• Effectively communicate with producers, internal teams, underwriters and key stakeholders.
• Built and maintained relationships with clients to provide ongoing support.

Lake Mary, FL, US

• Presented Home Checkup results to Clients counseling them on a proactive approach to home improvement in order to prevent potential claims, resulting in 98% closing average
• Explained underwriting requirements, processes, timelines, incentives and Certification Benefits
• Established trusting relationships with clients by maintaining open lines of communication throughout the entire representation process.
• Counseled clients during emotionally challenging situations, offering empathy while maintaining professionalism.
• Examined claims forms and other records to determine insurance coverage.
• Evaluated insurance policies and analyzed damages to determine coverage.

Stamford, CT, US

• Utilized strong communication skills and applied sales techniques to overcome objections and achieve sales goals
• Supported sales team with technical expertise on product offerings, assisting customers in selecting the best options for their needs.
• Ability to use computer software applications to include billing systems and role related tools
• Increased client satisfaction by providing timely equipment technical support and addressing customer concerns efficiently.
• Processed orders, payments and scheduling field visits.
• Provided exceptional after-sales support by addressing technical issues promptly and professionally, fostering customer loyalty.

Northbrook, IL, US

• Consistently met or exceeded sales targets through proactive outreach and effective networking strategies.
• Delivered informative presentations to potential customers, highlighting the benefits of our agency''s products and services.
• Utilized strong analytical skills to evaluate client needs and recommend appropriate policy enhancements or modifications as necessary.
• Counseled clients on coverage limits and regulations to meet the individual needs and identify gaps in coverage
• Collaborated with underwriters to develop customized insurance plans tailored to individual client needs.
• Leveraged advanced technology tools to streamline administrative tasks such as data entry, document management, and appointment scheduling.

Charlotte, NC, US

• 2/20 General Lines Agent. Including non-resident license in most states.Responsible for first line underwriting evaluations in accordance with state laws, and established corporate policies
• Consistently met or exceeded sales targets through proactive outreach and effective networking strategies.
• Ability to strategically demonstrate savings and or value proposition in order to secure a sale
• Delivered informative presentations to potential customers, highlighting the benefits of our agency's products and services.
• Collaborated with underwriters to develop customized insurance plans tailored to individual client needs.
• Provided comprehensive product knowledge and guidance to help clients on product selection.

Boston, MA, US

• Responsible for first line underwriting evaluations in accordance with state laws and established corporate policies
• Counsel clients on coverage limits and regulations to meet individual needs and identify gaps in coverage
• Improved client satisfaction through consistent communication, empathy, and understanding of their unique challenges.
• Consistently meeting and/or exceeding monthly sales, quality assurance, and retention goals
• Managed sales pipeline effectively by prioritizing high-potential prospects while keeping track of potential opportunities at various stages of development.
• Prepared and distributed daily/weekly sales reports for my sales team and provided rewards for top sellers

Undergrad Studies, Business Administration And Management, General

Insurance