•Market and generate the sale of commercial package policies, 401k’s, employee group benefits and life insurance within a defined sales territory•Proactively cultivate prospect relationships to develop new business opportunities •Identify & qualify prospects through research, field underwriting, & thorough knowledge of underwriting guidelines/profiles•Analyze individual business exposures and position appropriate coverage to address associated risk•Utilize negotiation skills in order to address and overcome sales objections & barriers. •Retain and manage existing client relationships in commercial lines through superior account servicing and continual reevaluation of client needs.•Assist/support customer service representatives, underwriting technicians and premium accounting colleagues in the servicing of clients.

•Executed the sale of business owner insurance policies •Confronted and resolved concerns & obstacles throughout the sales process•Identified and qualified prospective clients through field underwriting and analysis •Managed prospect and client database in order to establish and maintain accurate prospect and account information•Provided field support to servicing technicians and face-to-face representation to current customers

Mortgage Loan Coordinator •Coordinated mortgage loan processing and closings between: company, client, attorneys, vendors, loan officers and underwriters•Provided detailed analysis and status reports to clients and supervisory staff on weekly basis•Ensured timely closing of mortgage deals to meet compliance regulations by maintaining weekly/bi-weekly communication with each client•Calculated & verified mortgage finances: payment projections, escrow analysis, payoff determinations, combined closing costs, and insurance coverage verificationMortgage Representative •Customer retention program: loan sales, mortgage consultation and loan processing•Generated daily reports to manage departmental pipeline and ensure compliance adherence •Assisted professional trainers with new employee/team lead training•Mediated customer disputes and negotiated issue resolution •Screened loan applications and files to determine/verify loan eligibility