SUMMARY
Service-minded insurance agent with 7+ years of experience in property and casualty insurance. Adept at combining technical understanding with experiential knowledge and applying it to close sales. Licensed in Massachusetts.
PROFESSIONAL EXPERIENCE
Amica Mutual Insurance – Westborough, MA
Senior Insurance Agent, September 2019 – Present
- Maintain accurate up-to-date files of 400 clients’ details, risk, exposure and premium information
- Develop and manage long-term customer relationships, scheduling and conducting an average of 10 weekly meetings with clients who request consultations
- Review insurance and liability clauses in contracts, ensuring that every contract meets the company’s risk appetite while balancing this against the expected commercial benefits of the contract
- Document results and track trends for the purpose of business forecasting
Amica Mutual Insurance – Westborough, MA
Junior Insurance Agent, July 2014 – September 2019
- Collaborated with senior executives to establish and execute a goal of 15% increased weekly sales in 2 regions
- Acted as a point of contact for clients with general insurance questions and mid-term adjustment queries
- Generated new business opportunities through company leads, networking, referrals and an average of 60 calls per day
- Analyzed and identified client needs, offered products tailored to their specific circumstances
EDUCATION
Amherst College – Amherst, MA
Bachelor of Arts in Business & Economics
May 2014
CERTIFICATIONS
Property and Casualty Insurance License
Massachusetts Division of Insurance, MA
Expires February 2023
Accredited Advisor in Insurance
The Institutes
June 2014