Adrien Neal
Chicago
Summary
Insurance professional with extensive experience at Sutherland Global, specializing in client prospecting and risk assessment. Demonstrated success in enhancing operational efficiency and building strong client relationships through effective communication and problem-solving. Expertise in life insurance underwriting and dedication to exceptional service while ensuring regulatory compliance.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
Sutherland Global
12.2022 - Current
- Assessed client businesses for potential risks and recommended tailored insurance coverage to mitigate exposures.
- Educated clients on insurance policies and procedures.
- Ensured high customer service standards by cultivating strong client relationships and addressing needs promptly.
- Developed client relationships through active listening and effective issue resolution, enhancing overall service experience.
- Responded to customer calls swiftly to resolve issues and answer questions.
Insurance Agent
INSURANCE AGENT, Vivint Insurance
03.2021 - 09.2022
- Sold insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, and specialized policies
- Customized insurance programs for individual customers, addressing a variety of risks.
- Sought new clients and developed clientele through networking to generate lists of prospective customers.
- Interviewed prospective clients to gather data on financial resources, needs, and existing coverage.
- Performed administrative tasks, such as maintaining records and handling policy renewals.
- Attended meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new accounts.
Insurance Agent
Acceptance Insurance
Chicago
06.2019 - 02.2021
- Interviewed prospective clients to obtain data about financial resources and needs, physical condition of person or property, and to discuss any existing coverage
- Contacted policyholders to deliver and explain policies, analyze insurance programs, and recommend adjustments or changes.
- Calculated premiums and established payment methods.
- Installed bookkeeping systems and resolved system problems.
INSURANCE AGENT / MANAGER
Oxford Insurance
06.2016 - 06.2019
- Inspected property general condition, type of construction, age and other characteristics, to assess insurance risk.
- Planned and integrated insurance program into company bookkeeping system to enhance operational efficiency.
- Recruited and trained staff members to build a knowledgeable and effective team.
- Assisted with new hire orientation and employee training.
- Managed cash flow and financial instruments to maintain financial stability.
Education
Broker/ Real Estate Agent - Real Estate
AHI Real Estate Education
Franklin Park, IL02-2026
Property/ Casualty/Life - Insurance
ABRC
06-2016
CERTIFICATION IN RISK MANAGEMENT AND INSURANCE -
Chicago, ILLINOISHIGH SCHOOL DIPLOMA -
Continental Acdemy
Miami Lakes, FLORIDASkills
- Insurance coverage verification
- Claims management
- Premium calculations
- Quote and sales management
- Policy adjustment
- Risk assessment
- Client analysis
- Client relationship management
- Licensing compliance
- Regulatory compliance
- Payment processing
- Complaint resolution
- Process improvement
- Agent support services
- Information management
- Collaboration and teamwork
- Inventory management
Certification
Property License Casualty License
Fire License
Timeline
Insurance Agent
Sutherland Global
12.2022 - Current
Insurance Agent
INSURANCE AGENT, Vivint Insurance
03.2021 - 09.2022
Insurance Agent
Acceptance Insurance
06.2019 - 02.2021
INSURANCE AGENT / MANAGER
Oxford Insurance
06.2016 - 06.2019
Broker/ Real Estate Agent - Real Estate
AHI Real Estate Education
Property/ Casualty/Life - Insurance
ABRC
CERTIFICATION IN RISK MANAGEMENT AND INSURANCE -
HIGH SCHOOL DIPLOMA -
Continental Acdemy