Senior Insurance Broker - Inszone Insurance Services
(2025-08)
- Policy PMA 60-80 written
- 93% Retention rate - Avg Close Rate 44% - Cross Rate - 21%
- 3.5 million book of business
- Managed a diverse book of personal & commercial insurance clients.
- Evaluate, determine, complete risk solutions
- Navigate multiple CRMS - Applied Epic, AgencyZoom, SalesForce, Hubspot, PLRating, TurboRater, Ezlynx etc.
- 80+ Carriers written
- Excess & Surplus lines mass experience
Sales Advisor - INSURAMATCH, LLC
(2022-06)
- March 2023 Sales Star of the Month with 80 new policies, a close rate of over 43% and $182,537 in written premium
- #1 in total premium
- Expert in Sales Force and system navigation
- Innovation and sales development
- Campaign control and completion
- Build, maintain and cross sell multiple platforms
Agent/Broker - Liberty Mutual
(2018 - 2022)
- Consistently achieved or exceeded target insurance sales quota.
- Researching, customizing and educating clients on various types of insurance, including life, home and auto, to meet individual needs.
- Monitoring and settling claims equitably for both clients and insurer.
- Networking with current and potential clients; developing marketing strategies to attract and retain clientele; maintaining client relationships.
- Collecting premiums; processing client policies, accounts, and claims; preparing reports for underwriters; renewing and updating existing policies.
- Confidently and accurately maintaining all insurance documents and records.
Sales and Marketing Specialist - Dell Technology
(2014 - 2018)
- Top seller in Dell and Sonos electronics; high closing rate.
- Responsible for analyzing the effectiveness of marketing campaigns and promotional strategies and evaluating market data trends to identify business opportunities for revenue resources and profitability.
- Conducted surveys on various social media platforms and other communication mediums to collect and analyze data on consumer demands and public interests.
- Coordinated with senior management to develop efficient program management systems and execute deliverables with the highest customer satisfaction.
Account Manager - Allstate Insurance
(2014 - 2017)
- Started as customer service representative and was promoted to account manager.
- Responded to customer inquiries, explained coverage and premiums, informed clients on any policy or billing changes, and facilitated the claims process between clients and adjusters.
