Insurance Broker Resume
5.00/5 (Submit Your Rating)
Olathe, KS
SUMMARY:
- A career position that would allow me to utilize my extensive skills in Banking, Sales, Management and Business Development.
- A true professional with over 16 years of experience in the Financial Service and Insurance Industry, and over 5 years Management experience.
- Superior analytical and problem - solving capabilities. Self-motivated, hard working, and resourceful.
- Excellent oral and written communication skills.
- A team player with integrity and a commitment to strive for excellence.
- Able to handle multiple tasks simultaneously and to thrive in a busy, fast-paced working environment.
- Goal oriented with a personal philosophy to do whatever is necessary to get the job done.
- Excellent computer and organizational skills.
EMPLOYMENT HISTORY:
Insurance Broker
Confidential, Olathe, KS
Responsibilities:
- Small Business, Individuals and Families in the areas of Life, Health, Disability, Supplemental benefits, Dental, Vision, etc.
- Gain business through COI’s, Referrals from customers, Cold calling, and buying leads.
Business Service Representative
Confidential, Overland Park, KS
Responsibilities:
- Market Cash Management products and services such as Merchant accounts, Remote Deposit and Payroll to Small Business clients and prospects.
- Cross sell additional products to Meet and exceeded my goals in cross selling and Deposit dollars.
- Refer other products and services to internal departments.
Licensed Financial Specialist
Confidential, Shawnee, KS
Responsibilities:
- Also cross sell existing customers and refer business to other departments within the bank to increase revenue and to build better client relationships.
- Also responsible for selling Confidential and Annuity products to existing and new customers.
Business Development Officer
Confidential, Olathe, KS
Responsibilities:
- Also cross sell existing customers and refer business to other departments within the bank to increase revenue and to build better client relationships.
- Gathered $3 million in Deposits and loans in one year.
Branch Manager
Confidential, Mission, KS
Responsibilities:
- Manage, Recruit, and Train employees in the areas of operations, service and sales.
- Manage and develop budget control procedures and develop business referrals to increase customer base and deposit growth.
- Develop mortgage broker and auto dealer referrals to increase our Confidential.
- Create service programs to insure our customers are receiving 101% customer service.
- Have the second highest Branch Scorecard out of 23 branches in the Region.