Shawn White
Health Insuirance Agent
Dallas,TX
Summary
Driven sales representative with expertise in promoting options, determining clients' needs and detecting potential clients. In-depth knowledge of claims processing, database management and correspondence. Outstanding analytical, interpersonal and organizational skills. Dedicated to expediently resolving insurance issues and exceeding client expectations. Accountable Sales Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
2
2
Certification
Work History
Licensed Health Insurance Agent
Health Insurance Alliance
Fort Lauderdale, FL
08.2021 - Current
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Calculated premiums and established payment methods for sales.
- Remained impartial in order to advise clients based on circumstances.
- Met and exceeded revenue goals by 20% through generating new leads and identifying new clients.
- Adhered to health and prescription insurance products, delivery systems and claims systems.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
Retention Customer Service Representative
TELVISTA
Dallas, TX
11.2019 - 03.2020
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Recommended products to customers, thoroughly explaining details.
- Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly
- Resolved retention issues over phone with 60 customers daily
Real Estate Agent
Coldwell Banker Residential Brokerage
Dallas, TX
11.2011 - 04.2019
- Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
- Developed and maintained relationships with clients through networking, postcards and cold calling.
- Wrote listings detailing and professionally highlighting property features to increase sales chances.
- Presented purchase offers to sellers for consideration.
- Liaised between buyers and sellers to provide positive experiences for both parties.
- Assisted clients in financial planning for purchase.
- Sold high volume of properties in short timeframes to exceed quotas and maximize business revenue.
- Collected fees and documented payment processes for property transactions.
- Used NTREIS and other realtor databases to find properties for clients.
- 'Managed over 125 customer calls per day.' or, "Increased sales by 50%".
Education
Associate of Applied Science - Psychology
The University of Texas At Arlington
Arlington, TX05.2002
High School Diploma -
Arkansas High School
Texarkana, AR05.2001
Skills
- Critical Thinking
- Premium Calculations
- Verbal and Written Communication
- Health Insurance Sales
- Upselling and Cross-selling
- Call Center Customer Service
- Data Entry
- Property and Casualty Insurance Sales
- Relationship Building
- Customer Complaint Resolution
Certification
- Licensed Insurance Agent- 2021
- Licensed Real Estate Agent 2011
Timeline
Licensed Health Insurance Agent
Health Insurance Alliance
08.2021 - Current
Retention Customer Service Representative
TELVISTA
11.2019 - 03.2020
Real Estate Agent
Coldwell Banker Residential Brokerage
11.2011 - 04.2019
Associate of Applied Science - Psychology
The University of Texas At Arlington
High School Diploma -
Arkansas High School
- Licensed Insurance Agent- 2021
- Licensed Real Estate Agent 2011
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