Insurance Executive
- Determined marketing goals for local companies and pitched advertising campaigns to help reach objectives.
- Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
- Leveraged industry trends to shape solutions and approaches.
- Presented insurance products to clients to meet needs and discuss financial investment and return on investment.
- Coordinated with internal teams as well as external partners throughout the policy lifecycle.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Sought out new clients and developed clientele by networking to find new customers.