Colby Bell
Sacramento
Summary
Dynamic community first professional with a proven track record in providing innovative solutions and wealth-building strategies for families and businesses. Adept at cultivating strong client relationships through proactive planning, education forward mentality, and personalized service. Passionate about empowering colleagues and clients with the tools and resources to achieve their goals. Exceptionally skilled in networking and building strategic partnerships to expand market reach and deliver impactful results.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Services Professional
TIBB LLC
10.2022 - Current
- Delivered informative presentations at community events to educate potential customers about available insurance products and services.
- Attended seminars, conferences and organizational activities to maintain management expertise.
- Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
- Ensured compliance with all federal/state regulations as well as company policies while managing daily operations of the insurance agency.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Insurance Agent
Liberty Mutual
01.2017 - 10.2022
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Automotive Finance Manager
John L Sullivan Chevrolet
03.2014 - 01.2017
- Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
- Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
- Collaborated with sales managers to develop effective strategies for overcoming financial obstacles during vehicle negotiations.
- Assisted customers with challenging credit histories in securing suitable loan options to facilitate vehicle purchases.
Skills
- Policy analysis
- Staff development
- Underwriting
- Verbal and written communication
- Relationship building
- Customer relations
- Value proposition development
- Strategic planning
- Project management
- Marketing
- Financial management
- Consulting
Certification
- Property and Casualty License - California Department of Insurance.
- Life and Health Insurance License - California Department of Insurance.
Timeline
Financial Services Professional
TIBB LLC
10.2022 - Current
Insurance Agent
Liberty Mutual
01.2017 - 10.2022
Automotive Finance Manager
John L Sullivan Chevrolet
03.2014 - 01.2017
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