Lee Halpern
Insurance Consultant
- Role
- Insurance Consultant at Bearingstar Insurance
- Location
- Stratford, CT, US
- LinkedIn followers
- 500 followers
About Lee Halpern
Result oriented professional offering 15 years of experience in increasingly responsible…
Experience
Insurance Consultant
Apr 2019 — Present
Develop relationships with mortgage brokers, real estate agents and closing attorney’s to generate new business Present insurance policy options to customers based on their needs Suggest coverages and deductibles to protect assets on homeowners and auto policies Refer clients and prospects to our in house financial specialist for life insurance and retirement needs Conduct “Lunch and Learns” to potential organizations and companies to obtain business and referrals Develop and maintain sound working relationships with my team members
Education
Norwalk Community College
Associate's Degree
Charter Oak State College
Bachelor's Degree
Skills
- Management
- Team Building
- Microsoft Office
- Sales
- New Business Development
- Microsoft Excel
- Powerpoint
- Microsoft Word
- Social Media
- Microsoft Office, Activenet Software, Sports Web Design (League Athletics)
- Budgets
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