Independent Insurance Broker
CurrentProvides custom tailored insurance products for clients. Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals. Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job Strengths include Prospecting Skills, Meeting Sales Goals, Motivation for Sales, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysis