Stephen Dear Email & Phone Number

• Utilize a consultative approach to provide current/prospective clients with tailored insurance coverage options to meet their needs and financial goals
• Maintain a thorough understanding of coverages, policy terms and provisions for a broad array of insurance products
• Effectively track and manage prospects via a lead management system
• Serve as advocate for client by liaising with insurance company during claim process and providing guidance/education
• Anticipate client issues by building trust and rapport and proactively take steps to prevent escalations
• Stay abreast of industry trends and federal/state laws through continuous education to ensure compliance with regulations

Jackson, Mississippi

• Maintained appropriate and accurate records of business communications and transaction flows Developed and maintained client relationships to grow business and improve account retention Successfully decreased attrition.
• Implemented professional learning community model to drive performance, boosting educational initiatives by 30%
• Presented resources and opportunities to teaching staff for further professional development

• Directed all aspects of membership for the branch including recruitment of new members and retention of existing members
• Developed value-added procedural enhancements to achieve operational efficiencies
• Prepared budgets and approved expenditures
• Determined price schedules and discount rates
• Oversaw team of regional and local sales managers
• Enhanced sales volume through skilled support to both new and inactive customers