G-Suite
Samuel Lewis
Licensed Medicare Advisor
Republic,Mo.
Summary
Entrepreneurial Independent Agent with 3 years of experience in sales and marketing. Surpassing customer and employer expectations by providing exceptional service and building an excellent rapport with customers. Comprehensive knowledge of insurance.
I love helping clients find solutions to their problems and am seeking the opportunity to solve larger, more complex problems in a new career path.
Overview
2
2
Certifications
3
3
years of post-secondary education
14
14
years of professional experience
Work History
Independent Agent
Digital Brokerage General Agency
02.2018 - Current
- I’m an independent Licensed Life and Health Agent, selling Final Expense, Term, Medicare Supplements, Medicare Advantage, and ancillary lines in person (in home and seminar) and over the phone.
United States Navy Reserve
12.2015 - Current
- Springfield, Mo — Boatswains Mate, I’m a Second Class Petty O cer in the U.S.
- Navy in Springfield Missouri.
- I’m cross assigned to Assault Craft Unit 2 in Bu alo New York as a licensed Assault Craft Operator.
Carpenter
Timeless Journey
03.2013 - 02.2018
- Republic, Mo —, I worked at Timeless Journey tearing down barns and building barnwood furniture.
- I got my insurance license during my time here, and planned to start selling part time, but the company closed down and I went straight to selling full time as an independent agent.
Education
OTC -
Associate of Arts - undefined
08.2010 - 05.2013
Skills
Forecast preparation
undefinedAdditional Information
- AWARDS , Navy And Marine Corps Achievement Medal for exceptional performance as Unit Mustering Petty O cer at NOSC Springfield from 2016 through 2018 ensuring accurate management and control of 2,112 Selected Reserve drill periods with zero discrepancies Navy And Marine Corps Achievement Medal for serving as Funeral Honors Detail Specialist at NOSC Springfield from March 2018 through September 2018 arranging and rendering honors for 17 funerals honoring veteran warfighters Navy And Marine Corps Achievement Medal for superior performance serving as Chief of The Guard and Training Petty O cer from
Accomplishments
- Built a book of 300 clients from scratch by teaching myself insurance sales/marketing and delivering solutions to prospects with accuracy and efficiency.
- Increased client retention by identifying a unique strategy of converting the clients cash value in their life insurance policy into paid up insurance and replacing the policy.
- Supervised team of 50 soldiers and sailors while deployed to Bahrain. This position was meant for a sailor of a different rate and higher rank, but my chiefs felt I was the most qualified for this mission.
Software
Excel
Multiple CRM's (Commercial and Proprietary)
Certification
Life & Health Insurance License
Timeline
Independent Agent
Digital Brokerage General Agency
02.2018 - Current
United States Navy Reserve
12.2015 - Current
Carpenter
Timeless Journey
03.2013 - 02.2018
Associate of Arts - undefined
08.2010 - 05.2013
OTC -
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