Kailon Bourgeois

• Assisted clients in understanding insurance policies and coverage options.
• Developed ability to identify client needs and offer tailored coverage recommendations.
• Developed knowledge of industry regulations and compliance standards.
• Completed training programs to advance product knowledge and optimize sales skills.
• Maintained client documentation with precision through administrative support.
• Engaged in ongoing professional development to stay informed on market trends.
• 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.
• Established long-lasting relationships with clients through proactive communication and exceptional service.
• Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
• Regularly reviewed existing client portfolios, identifying opportunities for upselling or cross-selling additional products that met their evolving needs.
• Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
• Prepared and reviewed insurance applications to verify compliance with regulations.
• Educated clients on insurance policies and procedures.
• Conducted annual reviews of existing policies to update information.
• Met with customers to provide information about available products and policies.

Writing Insurance Policies