Michael Inserra Email & Phone Number

Charlotte, NC

My role as an Internal Sales Specialist is to formulate and sell life and long term care insurance planning strategies to the clients of investment advisors as a 3rd party insurance planning specialist. As a point of sale, I perform fact finds to identify needs and work to find advanced solutions to complex life and long term care insurance opportunities.

Needham, MA

First American Insurance Underwriters focuses on working with top tier Financial Advisors in all lines of insurance. We employ a highly successful model that places priority on the Advisor's business model and their client's needs. We are driven to help Advisors grow their business while streamlining their day to day activities. We are the ultimate.

Charlotte, NC / Edison, NJ

Responsible for new business development and overall sales, service, and support of life, disability, long term care insurance, linked benefit and annuity products. Directly responsible for a $2.5 million book of business from all product lines. Successfully participated in the recruitment and training of 45 new advisors while providing service and.

Charlotte, NC / Bedminster, NJ

ASSOCIATED LIFE BROKERAGE, Charlotte, NC / Bedminster, NJ 2011-PresentBroker Services SpecialistIn charge of new business development and overall sales, service and support of the brokerage’s new and existing financial advisors. Provide service and expertise in life insurance, disability insurance, long term care and annuities.Directly responsible for, in.

Charlotte, North Carolina Area

In charge of life insurance new business development, working with previously unaffiliated Financial Advisors throughout the United States. Developed relationships with 75 Financial Advisors, within a 9 month period, that either placed or attempted to place new business with the company. Exclusive liaison between new advisors and 60 insurance carriers..

Personal insurance sales, focusing on mortgage protection.  Develop business through successful sales meetings with potential clients.  Manage all aspects of business processing from initial sale to policy delivery, maintaining strong customer satisfaction ratings.

Primary liaison between Foresters and their largest independent marketing organization (IMO) for productsupport and all aspects of business processing, including case expedition, negotiation of underwritingdecisions, compensation and contracting, and licensing issues. Played a major role in Foresters exceeding 2007 sales goal by 35%. Successfully.

Primary liaison between Transamerica’s general agencies and the company for product support and all aspects of business processing, including case expedition, negotiation of underwriting decisions, compensation and contracting and licensing issues. Managed life insurance marketing and sales support for agencies located in the eastern United States and.

Assessed needs, provided advice, and sold life insurance, annuities, securities and individual and grouplegal service plans to the general public and corporations. Developed a marketing plan for the distribution of services, established a system of lead generation and sales procedures resulting in the generation of premium. Recruited, trained and.

Developed direct mail, telephone solicitation strategies and presentations for the sale of life insurance, annuities, securities and property and casualty products.  Trained new representatives in product, sales concepts and procedures, resulting in increased efficiency and production. Achieved Fast Start Award, Leaders Conference and Million-Dollar Club.