Raymond Doyle
Senior Financial Associate at the Experior Financial group
- Role
- Senior Financial Associate at Experior Financial Group
- Location
- Columbia, MD, US
- LinkedIn followers
- 500 followers
About Raymond Doyle
I’m a Hard and soft science individual with six years of store retail back of house…
Experience
Senior Financial Associate
Dec 2024 — Present · Columbia, MD, US
Client Interaction and Sales• Identifying potential clients and reaching out to them.• Building relationships with individuals or businesses to understand their insurance needs.• Recommending suitable insurance policies, such as life, health, auto, property, or casualty insurance.• Explaining the features, benefits, and limitations of different insurance products to clients.• Selling policies and processing applications.2. Policy Management• Assisting clients with policy changes, renewals, and upgrades.• Monitoring policy expiration dates and ensuring timely renewals.• Maintaining detailed records of policies sold, claims, and other client information.3. Customer Support• Providing guidance to clients during the claims process.• Addressing questions, concerns, and complaints regarding policies or coverage.• Ensuring that clients understand their rights and obligations under the policy.4. Compliance and Documentation• Staying up to date with state and federal insurance regulations.• Ensuring all sales and interactions adhere to legal and ethical standards.• Maintaining confidentiality of client information.• Submitting required documentation accurately and on time.5. Market Research and Networking• Analyzing market trends and understanding competitors’ products.• Attending industry events or workshops to expand knowledge and networks.• Developing marketing strategies to attract new clients.6. Education and Development• Keeping certifications and licenses current by completing continuing education.• Learning about new insurance products or changes in existing policies.
Education
Howard University
Bachelor of Arts (B.A.), Political Science
2003 — 2007
Wilde Lake High School
High School Diploma
2000 — 2003
University of Phoenix
Master's degree, Information Systems
2011 — 2013
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