Bryan Meisner
Knoxville
Summary
Dedicated insurance consultant with expertise in client needs assessment and ongoing support. Proven ability to enhance customer relationships and drive satisfaction through effective communication and detailed policy analysis.
Overview
21
21
years of professional experience
Work History
Insurance Consultant
Health Markets
Knoxville
12.2010 - Current
- Advised clients on health insurance options and benefits.
- Analyzed client needs to recommend suitable coverage plans.
- Provided ongoing support to clients throughout their policy terms.
- Monitored renewal dates to ensure that policies are updated as required.
- Advised clients on the latest trends and developments in the insurance marketplace.
- Provided ongoing customer service support, responding to inquiries in a timely manner.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Sought out new clients and developed clientele by networking to find new customers.
- Achieved repeat business and referrals through personalized services.
Mortgage Broker
Elite Mortgage Services
Knoxville
03.2005 - 09.2010
- Facilitated mortgage applications through comprehensive client consultations and needs assessments.
- Analyzed financial documents to determine borrower eligibility for various loan programs.
- Developed customized loan options based on client financial situations and goals.
- Maintained strong relationships with lenders to secure favorable terms for clients.
- Educated clients on mortgage products, processes, and potential impacts of decisions.
- Coordinated communication between clients, lenders, and real estate agents throughout transactions.
Education
High School Diploma -
Grossmont High School
El Cajon, CA05-1994
Skills
- Client needs assessment
- Policy analysis
- Premium calculation
- Customer support
- Market trend analysis
- Customer relationship management
- Client consultation
- Networking strategies
- Effective communication
- Attention to detail
- Time management
- Licensed insurance agent
- Product knowledge
- Cross-selling
Timeline
Insurance Consultant
Health Markets
12.2010 - Current
Mortgage Broker
Elite Mortgage Services
03.2005 - 09.2010
High School Diploma -
Grossmont High School