Sheila Mae Bini
Life Insurance Agent
Calatrava, Negros Occidental
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
9
9
years of professional experience
Work History
Sun Life Insurance Agent
Sun Life
12.2019 - 06.2022
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Maintained high standards of customer service by building relationships with clients.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans.
- Provided coverage option information to assist clients in protecting assets.
- Negotiated with customers to secure favorable policy terms.
- Promoted products and services using upselling and other sales strategies.
- Analyzed feedback to identify areas for improvement and enhance customer experiences.
- Created customer databases to track and manage interactions and sales.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Marketed life insurance products to increase customer.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Calculated premiums and established payment methods for sales.
- Generated leads through cold-calling, networking and other outreach methods.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Analyzed risk factors to recommend appropriate coverage levels.
- Collected premiums on or before effective date of coverage.
- Researched and identified potential new markets.
- Identified and solicited sales prospects in agency databases.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Met with customers to provide information about available products and policies.
- Educated clients on insurance policies and procedures.
- Designed presentations and marketing materials to promote insurance products.
Head Cashier - Akira (Euro Japanese Restaurant)
Sumosam Group Of Companies
10.2013 - 10.2015
- Resolved escalated customer disputes with special actions such as discounts.
- Trained, mentored, and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
- Assisted customers by answering questions and fulfilling requests.
- Worked extra shifts during busy periods and covered for call-in employees to maintain service levels.
- Performed store opening, closing, and shift-change actions and kept accurate shift-change logs.
- Mentored new team members on POS system operation, customer service strategies, and sales goals.
- Processed both cash and card purchases and returns.
- Led cashiers and associates in providing thoughtful customer service.
- Managed staffing levels to provide optimal support for cash register operations.
- Helped management develop employee improvement plans and motivate team members to continually improve.
- Monitored self-checkout systems and provided help in resolving complex problems.
- Mentored new team members on sales software system operation.
Education
Bachelor of Science - Hotel And Restaurant Services-Major in Cruise Ship
John B. Lacson Colleges Foundation - Bacolod
Bacolod City 04.2001 -
Skills
Building Relationships
New Agent Training
Insurance Policy Sales
Email Marketing
Client Education
Referral Management
Upselling Strategies
Lead Prospecting
Appointment Scheduling
Client Account Management
Client Relationship Management
Insurance Sales Expertise
Financial Planning
Performance Tracking
Policy Reinstatement Approvals
Underwriter Collaboration
Marketing Initiatives
Insurance Product Expertise
Continuing Education
Policy Management
Client Service
Team Training and Development
Asset Protection Expertise
Asset Protection
Social Media Proficiency
Client Retention
Timeline
Sun Life Insurance Agent
Sun Life
12.2019 - 06.2022
Head Cashier - Akira (Euro Japanese Restaurant)
Sumosam Group Of Companies
10.2013 - 10.2015
Bachelor of Science - Hotel And Restaurant Services-Major in Cruise Ship
John B. Lacson Colleges Foundation - Bacolod
04.2001 -