Joanne McClafferty
Brinsmead,QLD
Summary
Bjective Looking for the opportunity to put my skills and experience to work for your company by acquiring a position as Insurance Broker. Highlights of Qualifications: Extensive experience in business-to-business insurance brokerage Ability to receive, negotiate and evaluate quotes from the carrier Ability to sell insurance products and services to clients Ability to build relationships and provide insurance services to clients Proficient in MS Office suite Excellent communication and interpersonal skills
Overview
23
23
years of professional experience
1
1
Certification
Work History
Insurance Broker
Wells Fargo
08.2005 - Current
- Developed and maintained agent and broker relationships, identified sources, placed risks and identified product opportunities
- Generated income by brokering multiple lines of insurance
- Identified opportunities to access new insurance markets and products
- Delivered high quality service to agents, agencies and brokers
- Managed new business development and renewal retention
- Identified cross-sell opportunities and referrals from existing customers
- Entertained clients and prospects.
Insurance Broker
Aims Insurance Services
05.2000 - 07.2005
- Cultivated relationships with clients and provided insurance expertise throughout the sales and delivery process
- Maximized sales outcomes through territory routes
- Prioritized and managed multiple relationships and responsibilities
- Resolved client issues and acted as a liaison with the client and the company
- Drafted New Business Sales Proposals
- Closed the Sale on New Business prospects.
Education
Bachelor’s Degree - Business Administration
Lander University
Skills
- Client Relations Expertise
- Lender Relationships
- Email Marketing
- Risk Mitigation
Certification
Anzif Tier 1 Insurance Broking
Timeline
Insurance Broker
Wells Fargo
08.2005 - Current
Insurance Broker
Aims Insurance Services
05.2000 - 07.2005
Bachelor’s Degree - Business Administration
Lander University
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