Daniel Pinciotti
Ivyland
Summary
Insurance broker with expertise in relationship development and risk assessment. Improved client onboarding and management processes, resulting in higher retention and satisfaction rates. Committed to leveraging insurance solutions for significant client outcomes.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Broker
DrDIConsultants
Hatboro
01.2023 - Current
- Enhanced client retention by delivering high-quality service and consistent follow-up.
- Researched coverage and premium options to offer tailored solutions for individual client needs.
- Resolved customer inquiries related to policy changes and coverage issues efficiently.
- Provided information through personal meetings, telephone calls, and email correspondence.
- Advised customers on insurance-related matters to support informed decision-making.
Broker
MassMutual
Hatboro
11.2021 - 01.2023
- Assisted clients in selecting tailored insurance coverage to meet specific needs.
- Cultivated and maintained client relationships for continuous support and service.
- Educated clients on claims processes while providing necessary assistance.
Education
Bachelor of Science - Finance
La Salle University
Philadelphia, PA12-2021
Skills
- Policy analysis and negotiation
- Client management and onboarding
- Risk assessment and claims handling
- Networking and relationship development
- Effective communication skills
Certification
Life and Health Insurance Licensed
Timeline
Insurance Broker
DrDIConsultants
01.2023 - Current
Broker
MassMutual
11.2021 - 01.2023
Bachelor of Science - Finance
La Salle University