Thomas Martin Email & Phone Number

Responsible for serving as an insurance agent specializing in life, health, and accident insurance products offered by Pearl Insurance, a division of One80 Intermediaries.Primarily focused on providing insurance solutions to members of the National Teachers Association, ensuring their specific needs and requirements are met.Conduct thorough assessments and consultations with clients to understand their insurance requirements and provide tailored insurance recommendations.Collaborate with underwriters and insurance carriers to ensure efficient processing of insurance applications and facilitate policy issuance.Stay abreast of industry trends, regulations, and changes in insurance products to provide up-to-date information and advice to clients.Conduct regular policy reviews with clients to assess coverage adequacy and identify any necessary adjustments or additional insurance needs.Actively participate in sales and marketing initiatives to expand the client base and promote insurance products and services to potential clients.Maintain accurate and organized records of client interactions, policies, and transactions to ensure compliance with regulatory requirements.Continuously strive to meet or exceed sales targets and contribute to the overall growth and success of Pearl Insurance and One80 Intermediaries.

Remote

· Serves as a contact touch point for customers/community members, detecting and meeting their growing needs and partnering with cross-functional teams to develop and implement solutions.· Delivers healthy living and disease management information to targeted customers, utilizing internal scripts to conduct interviews, assessments, and other interactions with professionalism and empathy. · Operates as a trusted advisor to customers and community contacts, tracking customer needs and utilizing insights to effectively educate them on widespread health issues, service providers, and external resources while achieving business-wide objectives.· Utilizes strong research and problem-solving skills to identify pain points and risks, then uses insights to improve service strategy and engagement processes, helping customers overcome barriers to success.· Collaborates with cross-functional teams to identify and mitigate risks and escalate critical issues to senior leadership as needed.· Provides leadership and direction to teams, educating them on customer success, contact tracking best practices, and proper protocols and procedures for contacting customers.

West Babylon, New York, United States

•· Served as a business relationship manager, utilizing consultative skills to meet clients' needs, understand business challenges, and identify opportunities to improve customer experience.· Established strategic customer relationships by utilizing strong communication and listening skills, tracking clients' evolving needs, processing medical insurance claims, and collaborating with key stakeholders to strategize and implement plans and solutions.· Designated as a departmental resource, providing service and support to executive leadership and subordinates in all aspects of standard operating procedures and best practice guidelines.· Advocated for customers, collaborating with Sales Management to develop process buildouts to transform and improve customer engagement and experiences.· Collaborated with operational leadership to develop solutions to fill in gaps as they pertained to customer expectations, regularly tracking performance metrics and utilizing insights and drive better customer experiences.

Patchogue, Ny

• · Operated as the main contact for key clients, advocating their needs while addressing business challenges.· Partnered with cross-functional teams and departments to share and assess customer insights that inform additional service and sales opportunities, driving sales, product adoption, and retention.· Utilized data collection tools to identify key drivers of customer success and then translated key findings into actionable insights.· Used CRM systems to manage all customer interactions, implementing strong communication, interpersonal, and problem-solving skills to strengthen customer relationships and properly advocate customer needs.· Collaborated with sales executives to develop and execute customer success plans, maintaining an average of 175 sales a month with over $3,000,000 in annual revenue.

Sayville, Ny

• · Managed three departments, tracking and advocating customer needs and utilizing insights to recommend and demonstrate products and services, gaining new businesses through selling and upselling techniques.· Serves as a liaison between cross-functional teams, educating teams on best practices, strategizing opportunities to drive teams towards a common goal, helping teams adjust to changes, and identifying risks and potential obstacles.· Researched and corresponded with potential prospects, tracking customer needs and utilizing insights to educate them on services that best suit their needs.· Drives strategic decisions by effectively presenting and communicating intelligence data to senior leadership, peers, and other relevant stakeholders, identifying service gaps, trends, and solutions.

West Islip

· Leads customer initiatives and manages customer interactions by conducting complex business analyses to assess clients' outcomes and trends and utilizing insights to suggest methods to improve departmental processes and procedures and resolve complex business issues.· Partnered with sales teams to strategize customer success plans and sales strategies and performed regular follow-ups to ensure all processes and procedures were being utilized.

Huntington Station

· Served as a subject matter expert, source of guidance, and direction to the team and department, in areas of policy, performance, best practices, and more.· Used CRM systems to manage all customer interactions, implementing strong communication, interpersonal, and problem-solving skills to strengthen customer relationships and properly advocate customer needs.