Description :

1. Develops base for long-term sources of clients by using referrals, occupational, and special- interest groups to compile lists of prospects.
2. Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
3. Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining the extent of present coverage and investments; ascertaining long-term goals.
4. Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
5. Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
6. Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
7. Provides death benefits by delivering policy proceeds; reassessing client needs.
8. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
9. Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
10. Part of always giving good customer service to clients at all times, help them in their needs, filling folders in ABC order.

Experience

0-2 Years

Level

Entry Level

Education

GED

Description :

1. Selling all lines of property and casualty insurance along with the aaa membership.
2. Elevating client retention by establishing credibility, discussing needs and provide appropriate coverage recommendations.
3. Calling on policyholders to deliver and explain policies, analyze insurance programs, and suggest additions or changes.
4. Explaining coverage, advantages, and disadvantages of various policies to assure clients are properly insured.
5. Developing clientele by using referrals, networking, special interest group, and prospect current aaa members.
6. Surpassing monthly new policy count by 20-50% of company standards for new agents.
7. Inspecting property, examining its general construction, age, and other characteristics to determine if it is a good insurance risk.
8. Calculating premiums, establish payment methods and collect premium payments.
9. Developing marketing strategies to compete with other individuals and companies who sell insurance.
10. Interacting with corporate underwriting department to ensure guidelines have been met before binding coverage.

Experience

10+ Years

Level

Senior

Education

BS

Description :

1. Documenting all customer inquiries and comments thoroughly and quickly.
2. Referring unresolved customer grievances to designated departments for further investigation.
3. Answering customer questions about product availability and shipment times.
4. Recommending new Verizon wireless products to customers, resulting in a 65% in add-on business.
5. Coordinating between the billing department and customers to resolve problems.
6. Working in the win back department, winning customers that left Verizon to come back to Verizon.
7. Greeting customers in a timely fashion, while quickly determining their needs.
8. Following up with the customer on late payments, renewals, and reinstatement through daily calls and reminder letters.
9. Planning and organizing routes within the territory to maximize efficiency and time in the field.
10. Answering customers' questions regarding products, prices, and availability.

Experience

2-5 Years

Level

Junior

Education

BS

Description :

1. Underwriting policies to make sure the customers qualify for the program.
2. Demonstrating superior customer service skills and also builds rapport with the customer.
3. Completed my licensing training, and also passed home and auto underwriting within the amount of time given.
4. Been coaching other members of the unit on improving their overall results on the sales floor.
5. Have been awarded 180-degree winner; for the month of July, and also top sales club for March and April of 2010.
6. Given the chance to do an internship with the underwriting department, to discover undisclosed drivers and listen to phone calls from my peers.
7. Helping them out with any questions they might have had on home and auto quotes, signed off on their auto and home policies to make sure the underwriting was correct, and also was available to take any supervisor calls.
8. In the event of a claim, agents help their customers file and receive financial compensation for their loss.
9. Collaborating with colleagues to exchange selling strategies and marketing information.
10. Sharing product knowledge with customers while making personal recommendations.

Experience

10+ Years

Level

Senior

Education

GED

Description :

• Developing a retention plan to ensure future development of the location.
• Working closely with the owner to improve quality standards for customer satisfaction.
• Ensuring that policy requirements were fulfilled, including any necessary documentation for premium discounts, and or accuracy and completeness of all forms prior to turning in to the Underwriters.
• Managing all receivables, payables, conduct late- pay calls for existing policyholders to prevent cancellations, and balanced day end reports for daily bank deposits.
• Supporting sales reps in opening new accounts and upgrading existing services.
• Working directly with operations for benefit clarification and coordinated with the eligibility department.
• Quickly and effectively solve customer challenges.
• Maintaining quality control/satisfaction records, constantly seeking new ways to improve customer service.
• Configuring benefits while loading in dimension system for accuracy.
• Ability to explain and demonstrate the benefits and utility of packages to members.

Experience
2-5 Years

Level
Junior

Education
Medical

Description :

1. Quality of life specialist and advocate; specializing in the sale of life and health insurance, and annuity investment products.
2. Prospects and contract through a needs-based selling system, educating consumers on the benefits of life insurance.
3. Provide clients with a workable financial goal and develop action plans to help consumers maximize their insurance, financial, and investment portfolio.
4. Event planner conducting seminars and presentations at local community events promoting the quality of life product suite.
5. Conducted research and trend analysis which increased overall sales in various consumer markets, expanded client base, and grew sales profits by 20% over 2009 numbers.
6. New agent coach and mentor providing training in a sales presentation, needs-based selling, joint field work, and formulate guidelines to help sales agents validate their contracts.
7. Maintain clear communication with team members and supervisors about sales/production goals.
8. Assisted in the planning and execution of sales goals, sales contest, and training.
9. Responsible for creating a new client base and visiting clients around the country.
10. In charge of merchandising and increasing the number of sales in agricultural plastic.

Experience

7-10 Years

Level

Executive

Education

AA

Description :

1. Effective execution of the at&t and DirecTV sales and marketing campaign.
2. Generating revenue by adding new program customers and upgrading services of existing customers.
3. Complying with any and all company standards while performing company business services existing accounts, obtains orders, and establishes new accounts orders by reviewing and recommending products through phone transactions with clients.
4. Stepped up with acting manager on the floor while team leader was away on vacation.
5. Engage team with daily huddles, interactive meetings, and fun challenges.
6. Accurate and on-time forecast reporting, motivate account executive team to success hitting monthly, quarterly and annual sales goals.
7. Estimating or quoting prices, contract terms, warranties, and delivery dates.
8. Providing as much information and answer any questions the customer might have.
9. Working with new customers in the development of new accounts and the implementation of new systems.
10. Recommending products to customers based on customer needs and interests.

Experience

5-7 Years

Level

Executive

Education

GED

Description :

1. Responsibilities I would make sure each customer is satisfied while on the phone making sure their problem gets fixed.
2. I would make sure their situation will get handled correctly and hopefully help will get to them.
3. Customer is my number one priority accomplishments I know more knowledgeable skills on handling customers issues.
4. More knowledgeable in verbal and more written criteria I have gotten customers feedbacks on VOC and gotten 100% I would get respect after every call as in "you're good" "thank you so much" etc.
5. Used more than 5 programs at a time while talking with a customer on the phone.
6. Welcoming and thanking customers is the number one priority at times help out other peers during calls, took action for them.
7. Perform administrative duties necessary to process rentals and control the fleet.
8. Interact with customers and process all rental transactions provide outstanding customer service by connecting with each customer and determining the need and sales potential of each individual sale provide an exceptional rental car experience to customers by informing them about Avis vehicles and solving any problems that occur during their rental process.
9. Processed applications, payments, corrections, endorsements and cancellations.
10. Carry out customer transactions in accordance with Avis policies and procedures.

Experience

0-2 Years

Level

Entry Level

Education

Diploma

Description :

1. Sell at&t digital life home security to interested or already willing customers who need/want it.
2. Correct or make any changes on the customer's account requested by the customer, another sales agent, or a supervisor.
3. Take any payments for deposits and outstanding balances that the customer has before proceeding with the sale.
4. Get customers permission to run a credit check or share the existing information that they already have with at&t.
5. If they say yes, we proceed with the credit check to make sure they do not have any outstanding balances or deposits.
6. If not, we will explain to them that without continuing with the credit check, we are unable to set up an account for them.
7. Resolve customer complaints by investigating problems and making solutions.
8. Services existing accounts, obtain orders and establish new accounts by planning and organizing daily work schedule to call on existing or potential sales outlets.
9. Maintaining professional and technical knowledge by attending sales workshops.
10. Meet provider and state requirements in binding sold insurance policies.

Experience

0-2 Years

Level

Entry Level

Education

Diploma

Description :

1. Contacting new and existing customers to discuss their needs, and to explain how these needs could be met by specific products and services.
2. Answering customers' questions about products, prices, availability, or credit terms.
3. Preparing sales contracts for orders obtained, and submit orders for processing.
4. Collaborating with colleagues to exchange information, such as selling strategies or marketing information.
5. Visit establishments to evaluate needs or to promote product or service sales.
6. Interview clients to determine what kinds of properties they are seeking. Confer with lenders ensure that terms and conditions of purchase agreements are met before closing dates.
7. Ensuring that all customers, whether on the phone or visiting the office, received exceptional customer service by having their insurance needs met.
8. Making sure to correctly document all cash, check and money order transactions for the day and prepare to deposit for the next day.
9. Receiving incoming calls for both sales and service, as well as make outbound calls to potential clients.

Experience

5-7 Years

Level

Executive

Education

HS

Description :

1. Developed base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
2. Met with individual clients and businesses, which resulted in customized financial plans for clients.
3. Personalized home visits to discuss insurance and financial needs and made appropriate recommendations.
4. Led marketing for the entire firm where I brought 8 new companies as clients in first 6 months.
5. Started networking initiatives: e.g.
6. Trade shows, building fundraisers, and oversaw networking database.
7. Developed an Excel spreadsheet tool to track all prospective and previous clients for up sell possibilities.
8. Established partnerships with Tax Accountants and HR Managers to cross sell services.
9. Translated sales presentations in front of businesses and hundreds of employees.

Experience

2-5 Years

Level

Executive

Education

Bachelor Of Science

Description :

1. Responsible for cold calling, securing appointments and in person meetings to sell financial products.
2. Followed up with thank you notes, prepared financial analysis and client presentations.
3. Followed up with thank you notes, prepared financial analysis and client presentations.
4. Maintained consistent record of attained and exceeded quotas.
5. Worked well in both team sales and independently.
6. Trained and studied for exams necessary to become a licensed sales agent.
7. Closed sales and meet monthly sales goals in accordance with development plan.

Experience

5-7 Years

Level

Executive

Education

Associate