Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Commercial Insurance Broker
HUB International Limited
12.2022 - Current
Identified new revenue streams by targeting niche industries or underserved markets within the commercial insurance sector.
Maximized sales opportunities by methodically cross-selling complementary insurance products to existing clients.
Conducted research and identified market trends to develop better strategies for sales.
Tasked with developing own pipeline to generate a steady stream of personal and business insurance accounts.
Qualified leads, built relationships and executed sales strategies to drive new business.
Commercial Lines Producer
Boynton Insurance Agency-Cross Insurance
01.2019 - 03.2022
Leveraged data-driven insights to identify emerging risks within industries served by the company, guiding the development of innovative insurance solutions tailored to address these challenges.
Explained detailed policy concepts in easy-to-understand terms.
Implemented effective marketing strategies to attract new commercial clients and expand the company''s presence within the target market.
Negotiated competitive terms with carriers on behalf of clients, securing optimal coverage at favorable rates.
Commercial Lines Producer
USI Insurance Services
08.2018 - 01.2019
Gathering information from clients, assessing their risk profile and insurance needs
Acquiring new clients and winning accounts against competitors, while building and maintaining relationships with ongoing clients.
Implemented effective marketing strategies to attract new commercial clients and expand the company''s presence within the target market.
Education
Computer Science - Computer And Information Sciences
Northern Essex Community College
Lawrence, MA
11.2000
Diploma -
Central Catholic High School
Lawrence, MA
05.1998
Skills
Relationship Building
Insurance Policy Sales
Underwriting knowledge
Consultative Sales Approach
Client Consultations
Form Completion and Submission
Certification
Personal Insurance License, 02/01/16, 02/01/24
Life Insurance, 02/01/16, 02/01/24
Property and Casualty License, 12/01/17, 02/01/24
Timeline
Commercial Insurance Broker
HUB International Limited
12.2022 - Current
Account Executive
Gilbert Insurance
03.2022 - 12.2022
Commercial Lines Producer
Boynton Insurance Agency-Cross Insurance
01.2019 - 03.2022
Commercial Lines Producer
USI Insurance Services
08.2018 - 01.2019
Computer Science - Computer And Information Sciences
Northern Essex Community College
Diploma -
Central Catholic High School
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