Additional Comments: This candidate goes above and beyond for clients, visiting their businesses when needed, preparing presentations, and providing guidance over the phone. Confident, pleasant, and enthusiastic, he handles quoting, invoicing, remarketing, and renewals seamlessly. Loyal and experienced, he has built a strong reputation as a trusted and respected professional—a candidate any brokerage would be proud to have representing them.
Goal: To join a brokerage that values mentorship, professional development, and long-term growth, where she can continue expanding her expertise while delivering an exceptional client experience.
Additional Comments: She is providing personalized advice, educating clients, and creating a service experience that results in outstanding retention, referrals, and loyalty. Thrives in a fast-paced environment, expertly managing high-volume queue work while consistently exceeding service and sales expectations.
Additional Comments: Recognized for strong analytical, decision-making, and communication abilities, with an expanding focus on commercial lines underwriting.
Additional Comments: ** This candidate is NOT interested in a Sales role but would be interested in a Management role or Business Development role where he can bring his sales and underwriting expertise to the table - has mentored staff of 50
