Insurance Sales Representative

- **Hard Skills:**

- Client Needs Assessment

- Policy Customization & Cross-Selling

- CRM & Sales Tools (Salesforce, HubSpot)

- Underwriting & Risk Analysis

- Data-Driven Sales Strategy

- Compliance & Regulatory Knowledge (NAIC, GDPR)

- **Soft Skills:**

- Relationship Building

- Persuasive Communication

- Active Listening

- Problem Solving & Critical Thinking

- Resilience & Adaptability

- Ethical Sales Practices

*Senior Insurance Sales Advisor*

ABC Insurance Group, New York, NY

June 2022 – Present

- Managed a portfolio of over 200 high-net-worth clients, achieving 120% of annual sales quota by providing personalized insurance solutions.

- Developed targeted marketing campaigns utilizing data analytics, increasing cross-sell revenue by 15%.

- Conducted comprehensive risk assessments to recommend appropriate policies, ensuring clients' financial protection and compliance with industry standards.

- Trained 4 junior agents on consultative sales techniques and regulatory compliance, fostering a team-oriented environment.

*Insurance Consultant*

XYZ Life & Auto, Brooklyn, NY

August 2018 – May 2022

- Consulted with clients to identify coverage gaps, presenting customized auto, health, and life insurance packages.

- Built robust relationships resulting in a 25% increase in customer retention year-over-year.

- Introduced digital quoting tools, reducing policy issuance time by 30% and improving the customer onboarding process.

- Collaborated with underwriters to streamline claim settlement procedures, contributing to a 10% reduction in claim processing time.

*Insurance Sales Associate*

HealthyLife Insurance Co., Queens, NY

July 2015 – July 2018

- Prospected and generated new leads through community outreach events, increasing regional client base by 40%.

- Delivered compelling presentations and demos to prospective clients, earning ‘Top Sales Performer’ awards for three consecutive quarters.

- Maintained meticulous client records and compliance documentation, using Salesforce CRM to track interactions and follow-ups.

**Bachelor of Science in Business Administration**

New York University, New York, NY

*Graduated: 2015*

- Certified Professional Insurance Agent (CPIA) – 2020

- Life Underwriting Training Council Fellow (LUTCF) – 2019

- Data Analytics for Insurance Professionals – 2023

Digital Engagement Initiative

Led a project integrating chatbots and AI-driven lead qualification tools, increasing online inquiries by 35% and reducing initial client response time by 50%.

Collaborated with IT and digital marketing teams to develop content that simplified insurance concepts, enhancing user experience and boosting customer trust.

Client Risk Profiling System

Developed a proprietary risk assessment framework that aligned with evolving NAIC standards, aiding underwriters in quicker policy approvals and reducing underwriting errors by 20%.

- Salesforce CRM, HubSpot

- Policy Management Systems (Applied Epic, Vertafore)

- Data Analytics Tools (Tableau, Power BI)

- Digital Presentation Platforms (Zoom, Microsoft Teams)

- Lead Generation & Automation Tools (Outreach, Mailchimp)

- English (Native)

- Spanish (Proficient)