Insurance Broker
CurrentSecure contracts with multiple vendors offering a wide range of products. Generate new leads targeting small businesses and individuals via telephone, canvassing, referrals, and community involvement. Developed a contact management program to enhance prospecting and client follow-up. Assess client need and create customized plans to achieve maximum value. Advise and educate clients by clearly and concisely presenting complex information. Research and resolve issues with vendors on behalf of clients. Product knowledge and sales include individual and group health, Medicare Advantage, accident, vision, dental, critical illness, and life insurance.* 100% increase in 2010 over 2009 in average monthly sales. * Generated over $430,000 in annualized premiums.* Established new relationships with over 70 clients who purchased 120 separate policies.* 85% client retention rate 2008-present.* 2008 Rookie of the Year award recipient.* Selected to participate in an exclusive 2010 Leaders Conference with a premier health insurance organization.