Daniel Spilewski
Tallahassee,FL
Summary
Experienced health insurance professional with a strong ability to provide client advisory and policy guidance. Committed to upholding high standards and achieving results through effective collaboration and adaptability. Recognized for reliability in analyzing insurance options and delivering client-centered solutions.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Consultant
Florida Blue
01.2017 - Current
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Managed a diverse portfolio of health insurance accounts while consistently meeting sales targets and exceeding performance expectations.
- Educated clients about health insurance coverage options, benefits and costs.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Financial Professional Associate
AXA Equitable
08.2015 - 01.2017
- Contributed significantly towards the expansion of the firm''s network by actively participating in community events and industry conferences.
- Optimized asset allocation within client portfolios to achieve desired risk-return profiles while adhering to regulatory guidelines.
- Increased client satisfaction by providing comprehensive financial analyses and tailored investment strategies.
- Conducted thorough due diligence on potential investments, mitigating risks and maximizing returns.
Education
Bachelors of Science - Psychology
Florida State University
Tallahassee, FL01.1995
Skills
- Policy analysis
- Medicare expertise
- Enrollment processing
- Needs assessment
- Policy comparison
- Individual health plans
- Insurance eligibility
- Customer service
- Problem-solving
- Quotes and sales
- Client needs analysis
- Relationship building
- Insurance sales
- Policy renewals
- Client consultations
Majoraccomplishments
- 2-15 Health & Life (Including Annuities & Variable Contracts) Agent License.
- Series 7: General Securities Representative.
- Series 63: Uniform Securities Agent State Law.
- 2021 Florida Blue Building Leaders Graduate.
- Lean Competency Systems Continuous Improvement Green Belt.
- 4th Degree Black Belt GTMA Tae Kwon Do.
- 2015 Divisional Leaders Corp Award -AXA Equitable.
- Florida Notary Public.
- Army ROTC.
Certification
- 2-15 Life and Health Insurance License - Florida Department of Insurance.
- Securities Licenses Series 7 and 63 - Financial Industry Regulatory Authority (FINRA).
- Licensed Insurance Agent/Broker - Florida Department of Insurance.
- Six Sigma Certification -Green Belt.
Timeline
Licensed Insurance Sales Consultant
Florida Blue
01.2017 - Current
Financial Professional Associate
AXA Equitable
08.2015 - 01.2017
Bachelors of Science - Psychology
Florida State University
Similar Profiles
Christina FredericChristina Frederic
Medicare Appeals & Grievances Coordinator at Florida Blue - Blue Cross Blue Shield Of FloridaMedicare Appeals & Grievances Coordinator at Florida Blue - Blue Cross Blue Shield Of Florida
Abdo TaressaAbdo Taressa
Customer Service Representative at Florida Blue - Blue Cross Blue Shield Of FloridaCustomer Service Representative at Florida Blue - Blue Cross Blue Shield Of Florida
Kristen BrackmannKristen Brackmann
Customer Service Advocate at Blue Cross Blue Shield of Florida, Florida BlueCustomer Service Advocate at Blue Cross Blue Shield of Florida, Florida Blue
Heath WesenbergHeath Wesenberg
Business Support Analyst II at Florida Blue - Blue Cross Blue Shield Of FloridaBusiness Support Analyst II at Florida Blue - Blue Cross Blue Shield Of Florida
LORENZO AARONLORENZO AARON
Crewmember at Ingram SignalizaionalCrewmember at Ingram Signalizaional