Tony Marsh

• Developed strong relationships with clients, resulting in increased trust and long-term business growth.
• Enhanced client retention rates through proactive portfolio reviews and ongoing relationship management efforts.
• Met with clients to generate new business and negotiate contracts.
• Participated in continuing education programs to stay current with evolving industry trends, regulations, and product offerings.
• Mentored junior advisors, sharing industry knowledge and best practices for success in the field.
• Contacted potential clients to pursue sales and gather funds.
• Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
• Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
• Explained features, advantages and disadvantages of various policies to promote insurance sales.
• Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
• Established long-lasting relationships with clients through proactive communication and exceptional service.
• Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
• Regularly reviewed existing client portfolios, identifying opportunities for upselling or cross-selling additional products that met their evolving needs.
• Stayed up-to-date with industry trends and regulations, ensuring accurate and relevant advice provided to clients.
• Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
• Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
• Maintained a high level of industry certifications and licenses, ensuring credibility and expertise when advising clients on insurance matters.
• Resolved claims disputes efficiently by liaising between clients and insurance companies, maintaining high levels of customer satisfaction.
• Streamlined policy renewals for clients, leading to improved retention rates.
• Continuously exceeded sales targets by employing effective prospecting techniques and leveraging professional networks within the community.

I read plans, worked with customers on their projects and sold the products needed. Projects included kitchens, garages, decks, sheds etc.