Insurance Broker
Current- Billyard Insurance Group – Uxbridge (Tools: ARS, Power Broker, AI based Precision Platform)
- Cultivated and managed a diverse portfolio of clients by assessing their insurance needs and providing tailored coverage recommendations, ensuring high levels of client retention and satisfaction.
- Successfully handled policy renewals, amendments, and claims with keen attention to detail, ensuring all documentation is completed and funds are promptly paid to insurers, thereby contributing to seamless operational.
- Utilized a consultative approach to identify client requirements, actively following up on leads to maximize sales opportunities while maintaining a strong focus on service quality and client growth.
- Developed robust relationships with underwriters and managing partners to negotiate favorable terms for clients, while staying informed on industry trends and regulatory changes to enhance client service and support.
Oct 2022 - Present
