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As a licensed insurance agent with over 5 years of experience, I have had the privilege of serving clients' insurance needs in various areas, including Life Insurance, Retirement Planning, and Final Expense. My journey in the insurance industry began with David Lerner Associates in 2012, where I honed my skills in customer service, motivational speaking, and sales & marketing, all of which are crucial in understanding and addressing clients' unique insurance requirements.In my current role at Granger Financial, LLC, I have continued to excel as a licensed agent, providing expert guidance to clients seeking financial security and peace of mind. My dedication to ensuring that individuals and families have the insurance coverage they need for life's uncertainties has driven me to develop strong analytical skills and an in-depth understanding of insurance products.Throughout my career, I have not only been a licensed insurance agent but also an effective communicator. My experience as a public speaker and my proficiency in motivational speaking have allowed me to connect with clients on a personal level, helping them comprehend the importance of insurance planning and making informed decisions for their future.In addition to my insurance background, I have held managerial roles in the hospitality industry, overseeing operations at establishments such as The Dubliner, Pier 13, and Black Bear Bar & Grill. These experiences have further sharpened my customer service skills, making me adept at handling client concerns and feedback.My commitment to excellence extends beyond client interactions. I have successfully executed marketing initiatives, managed personnel, and implemented operational improvements to enhance the overall customer experience. My accomplishments include reducing inventory costs, planning and executing events, and contributing to making establishments top-rated in their respective categories.My diverse experiences as a licensed insurance agent and my background in management have equipped me with a unique skill set to provide exceptional service to clients. I am passionate about helping individuals and businesses secure their futures through insurance and financial planning. My track record of success, coupled with my strong interpersonal and analytical abilities, makes me a valuable asset to any client looking for insurance solutions. I am dedicated to empowering clients to make informed choices that safeguard their financial well-being, and I look forward to continuing this meaningful journey in the insurance industry.
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Sales RepresentativeUnitedhealthcareWallington, Nj, Us -
Sales RepresentativeUnitedhealthcare Feb 2024 - PresentNew Jersey, United StatesAssisting anyone that falls in the following categories:Age 65 or olderYounger than 65 with a qualifying disability Any age with a diagnosis of end-stage renal disease or ALSI help answer your questions and explore your different options so you may find the coverage that best fits your needs and budget. Help my clients enroll in government programs that subsidize and sometimes completely cover the costs of the Medicare program that works best for them -
Licensed Insurance AgentGranger Financial, Llc Feb 2020 - PresentWallington, New Jersey, United StatesLicensed Agent serving clients insurance needs in the following areas: Life Insurance and Retirement Planning, Final Expense, Home, Auto, Rental, Commercial lines of insurance. -
Insurance AgentNew York Life Insurance Worldwide Ltd Mar 2019 - Feb 2020Saddle Brook, Nj
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General ManagerThe Dubliner Jun 2018 - Aug 2018HobokenI ran the day to day operations of the entire bar and restaurant. I did the bar and restaurant specials, the hiring and firing, the social media, and security. I handled the promotions, the training of staff, the liquor and food ordering. I handled all customer complaints and party inquiries. I was in charge of implementing new procedures to enhance the bartenders effectiveness as well as making sure I was there for opening and closing checklists. The bar had 3 floors, one of which was a… Show more I ran the day to day operations of the entire bar and restaurant. I did the bar and restaurant specials, the hiring and firing, the social media, and security. I handled the promotions, the training of staff, the liquor and food ordering. I handled all customer complaints and party inquiries. I was in charge of implementing new procedures to enhance the bartenders effectiveness as well as making sure I was there for opening and closing checklists. The bar had 3 floors, one of which was a rooftop. Show less -
General ManagerPier 13 Dec 2016 - Oct 2017Hoboken, New JerseyOversaw and supervised a diverse management team with staff associates totally 80+ employees.Proved to be a resourceful asset to the management team by providing original solutions, introducing new concepts, actively negotiating and resolving differences, and employing constructive criticism.Planned and executed events, both professional (e.g., conferences and meetings) and social (e.g., weddings and birthday parties) for a wide range of clients from 30 to 500 guests. Facilitated in… Show more Oversaw and supervised a diverse management team with staff associates totally 80+ employees.Proved to be a resourceful asset to the management team by providing original solutions, introducing new concepts, actively negotiating and resolving differences, and employing constructive criticism.Planned and executed events, both professional (e.g., conferences and meetings) and social (e.g., weddings and birthday parties) for a wide range of clients from 30 to 500 guests. Facilitated in making on establishment 7th best summer venue in NJ for 2017.Presided over the sales and marketing initiatives to ensure that established goals and objectives are consistently met and surpassed. Monitored and conducted weekly liquor inventory and purchase all beer, liquor and wine orders. Reduced inventory cost by 40% through evaluating and streamlining vendor selection process. Utilized a ‘hands on’ approach dealing with all guest concerns, praise, and feedback. Show less -
General ManagerBlack Bear Bar & Grill // Whiskey Bar // Bahama Mamas Dec 2013 - Nov 2016Hoboken, New Jersey• Supervised and scheduled a staff of up to fifty Front of the House, Back of the House employees and security• Charged with conducting personnel actions: payroll reporting (ADP), recruiting, job postings, reviewing resumes interviewing, background check, hiring, training, terminating employees, report generation, creating and maintaining employee files• Trained management team on interviewing techniques and best practices for hiring staff• Developed standardized disciplinary… Show more • Supervised and scheduled a staff of up to fifty Front of the House, Back of the House employees and security• Charged with conducting personnel actions: payroll reporting (ADP), recruiting, job postings, reviewing resumes interviewing, background check, hiring, training, terminating employees, report generation, creating and maintaining employee files• Trained management team on interviewing techniques and best practices for hiring staff• Developed standardized disciplinary procedures and tracking system that ensured consistent and fair discipline processes.• New hire orientation and onboardingo Created and implemented a ‘new employee training manual’ which provided new employees with a binder of information to guide them through training shifts, during which they would learn all necessary information to succeed as a manager, server, bartender or hosto Reworked new-hire orientation program to include HR information and company policies,o Walked new hires through employee handbook, and onboarding paperwork (I9, W4, & 1099) Show less -
Financial Services RepresentativeTd Jun 2013 - Nov 2013Nutley, New JerseySold annuities and insurance products to customers through vendors that TD Bank, TD Ameritrade, and TD Wealth Management partnered with. Exceeded sales goals within 3 months of position, 121% of targeted goal. Consulted with clients to delineate and analyze financial situations while developing strategic solutions that strengthen investment goals. Helped store achieved 100% of sales goal for the first time in history. Helping clients meet their financial goals through solutions that are not… Show more Sold annuities and insurance products to customers through vendors that TD Bank, TD Ameritrade, and TD Wealth Management partnered with. Exceeded sales goals within 3 months of position, 121% of targeted goal. Consulted with clients to delineate and analyze financial situations while developing strategic solutions that strengthen investment goals. Helped store achieved 100% of sales goal for the first time in history. Helping clients meet their financial goals through solutions that are not offer at TD Bank. Show less -
Investment CounselorDavid Lerner Associates, Inc. Feb 2012 - Nov 2012Teaneck, NjEducated and sold clients products including Mutual Funds, Bonds, Life Insurance, and Long-Term Care. Conducted Financial Analysis and recommended appropriate solutions to help meet clients financial goals. Developed a book of $500,000 within 3 months to be on track to become rookie of the year for 2012. -
Special Assistant To The Executive Vice PresidentAmalgamated Life Insurance Sep 2007 - Jul 2012White Plains, NyPresented information to the Board of Trustees resulting in the consolidation 300+ health plans to less than 10 in lieu of the Affordable Care Act, saving the company $100,000 in administrative cost. Created databases for Finance Department that increased productivity by 25%. Managed account for ERRP that helped save the company over $200,000. Managed over 40 clients’ financials without having a single negative audit report. Oversaw Accounts Payable operating and approval process to support… Show more Presented information to the Board of Trustees resulting in the consolidation 300+ health plans to less than 10 in lieu of the Affordable Care Act, saving the company $100,000 in administrative cost. Created databases for Finance Department that increased productivity by 25%. Managed account for ERRP that helped save the company over $200,000. Managed over 40 clients’ financials without having a single negative audit report. Oversaw Accounts Payable operating and approval process to support the production of over 300 weekly checks. Developed check requisitions for upper management and outside clients. Show less
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Frequently Asked Questions about Dewitt Maxwell
What company does Dewitt Maxwell work for?
Dewitt Maxwell works for Unitedhealthcare
What is Dewitt Maxwell's role at the current company?
Dewitt Maxwell's current role is Sales Representative.
What is Dewitt Maxwell's email address?
Dewitt Maxwell's email address is dl****@****aol.com
What is Dewitt Maxwell's direct phone number?
Dewitt Maxwell's direct phone number is +120120*****
What schools did Dewitt Maxwell attend?
Dewitt Maxwell attended Fairfield University.
What are some of Dewitt Maxwell's interests?
Dewitt Maxwell has interest in Children, Economic Empowerment.
What skills is Dewitt Maxwell known for?
Dewitt Maxwell has skills like Series 7, Series 63, Life And Health Insurance Licenses, Wealth Management, Securities, Financial Services, Banking, Finra, Life Insurance, Finance, Insurance, Disability Insurance.
Who are Dewitt Maxwell's colleagues?
Dewitt Maxwell's colleagues are Meraly A. Kennedy, Michelle Glascock, Heidi Sitek, Lorrin Mcdonald, Nicole Andree, Sarah Murray, Judy Aiken, Msn, Rn.
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