Experienced Insurance Sales Agent

*Insurance Sales Consultant — ABC Insurance Co., New York, NY*

June 2021 – Present

- Managed a portfolio of over 400 individual and corporate clients, achieving 120% of annual sales quota consistently.

- Used data analytics and client insights to tailor policies, resulting in a 15% increase in cross-sell opportunities.

- Trained junior agents on product knowledge and customer engagement strategies, boosting team sales productivity by 20%.

- Launched digital marketing campaigns that increased lead generation by 30%, utilizing targeted email outreach and social media.

*Senior Insurance Advisor — XYZ Financial Services, Brooklyn, NY*

March 2017 – May 2021

- Developed personalized insurance plans for high-net-worth clients, leading to a 25% growth in premium volume over two years.

- Conducted seminars and webinars on financial planning and insurance literacy, attracting over 300 participants.

- Partnered with underwriters and legal teams to ensure compliance, reducing policy issuance errors by 15%.

- Implemented CRM automation tools that improved follow-up efficiency and client engagement tracking.

*Insurance Sales Associate — LMN Life & Casualty, Manhattan, NY*

August 2014 – February 2017

- Built a strong referral network resulting in a 40% increase in new client acquisition within the first year.

- Managed inbound inquiries and provided tailored policy options, achieving a 90% client satisfaction rate.

- Assisted in policy renewals and claims management, earning recognition for excellent service quality.

**Bachelor of Science in Business Administration**

University of New York, NY

*Graduated: 2014*

- Certified Insurance Counselor (CIC), 2018

- Life & Health Insurance License, NY State, 2014

- Digital Marketing Certification for Insurance Professionals, 2023

- **Client Onboarding Automation Initiative (2022)**

Led the deployment of a CRM-based onboarding process that reduced setup time by 35%, enhancing the client experience and retention rates.

- **Insurance Education Webinar Series (2023)**

Organized quarterly webinars gaining over 600 participants across the Northeast, increasing brand trust and generating new leads.

- Salesforce, HubSpot CRM

- Power BI & Tableau for Analytics

- DocuSign & Adobe Sign for Digital Signatures

- Microsoft Office Suite, Google Workspace

- Social Media Platforms (LinkedIn, Facebook, Twitter)

- English (Native)

- Spanish (Professional Working Proficiency)