Additional Comments: •Has a strong background working with high volume of calls and inquiries, able to prioritize and meet deadlines
•He has a strong background in quoting, issuing policies, endorsements, updating client records, upselling and cross selling, cancellations and analyzing the clients needs and making recommendations based off the individual need
•He is also very familiar with high value and VIP clients, such as ATV policies, snowmobiles, pleasure and marine crafts, jewelry, various high net work assets
Additional Comments: •Cold Calling and advertises his Business on podcasts, radio and social media.
•He prides himself on never losing a client, being able to efficiently and effectively close deals and retain client business
•Manages high volumes of calls, ensuring calls are returned in a timely manner, in order to retain the business and close the sale
•Not only hits his targets but surpasses them, receiving awards of commendation for sales
•Brought in 500k in New Business in 2022
Goal: To bring her knowledge to a new team, and provide new insights on work flows, and assess room for improvement, while positively encouraging and assisting staff develop and add to the overall success of the brokerage.
Additional Comments: With a keen understanding of the unique needs and concerns of her clients, she is committed to delivering unparalleled service and ensuring peace of mind through meticulously crafted insurance plans, along with teaching these skills and strategies to her staff in order to ensure productivity for the individual, the team and brokerage. She is a wonderful person to speak with, with profound knowledge in her field, a commitment to excellence, and developing a successful team make her an asset
Additional Comments: With her past experience in Claims, she worked on a queue, in a fast paced environment, deadline driven, where customer service and attention to detail was a high priority. She is currently utilizing some of her Claims knowledge in her new venture as a broker in CL/PL. She finds CL to be quite interesting, and is also interested in continuing in the PL field. She is extremely intelligent, articulates well, and has a strong understanding of CL service and sales with 99% retention rate. 🌟
Additional Comments: WHY YOU WANT THIS CANDIDATE:
✅ Tailored Solutions: customizes insurance plans to fit the unique needs of business.
✅ Reliability: Prompt and reliable service, ensuring coverage meets the demands of evolving business.
✅ Knowledgeable Informed with expert insights and guidance in navigating the complexities of commercial insurance.
✅ Trusted advisor, guiding businesses through the intricacies of insurance with precision and clarity
Additional Comments: Daily Tasks Include:
-Managing a blanket program, providing full white glove service to all clients in this program
-Ensuring customers are well informed and receive the best rate,
-Background in Marketing
-Negotiations with UW, follow up on post binding tasks and outstanding documents
-Follow up prior to renewal, sending out policy, and issuing slips/certificates of Insurance
-Eager to learn from a supportive team and rise to the top in his field
Additional Comments: Highly knowledgeable about coverages, and getting his clients the best rates, he actively listens to their needs, and makes recommendations to ensure they are properly covered, and that his clients understand the reasoning for his recommendations. He is also apt at processing endorsements and binding policies. He has excellent communication skills, which allow him to make solid and lasting connections with clients and colleagues. He is go getter who sets goals & achieves them
Additional Comments: - Worked on small to mid sized accounts
- Brought in 400k in New Business
- Cold calling, working on a queue, as well as providing helpful and exceptional
Personal and Commercial service
- Focused on building his business in Commercial the past year
Additional Comments: •Personable, helpful and eager candidate with exceptional interpersonal and communication skills. He is highly motivated to be an essential member of great team that supports growth and learning
• Is a precise individual and applies this skill while processing change requests accurately and in a timely manner through the various insurance portals
•Average size book of business he was managing was 1-2 Mil
•Servicing clients start to finish, ensuring satisfaction throughout the process
Additional Comments: *Experience with mid to large accounts ranging from 2k to 3.5mil
*Excellent communication skills, written and verbal, able to interact with clients and professionals knowledgeably and with confidence
*Organized, high attention to detail and deadline driven, managing competing priorities, and competing tasks efficiently
*Extremely knowledgeable in Commercial Lines Service and processes
*International Commercial Lines experience