Summary
Overview
Work History
Education
Skills
Timeline
Generic

Aaron Meldrum

Richmond

Summary

Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced working with regulatory limits and department standards to handle requirements via email, telephone calls, and in person. Offering several years' background in generating new business by selling various products.

Overview

11
11
years of professional experience

Work History

Licensed Medicare Health Insurance Agent

Diversity Insurance
Richmond
01.2024 - Current
  • Cultivated client relationships through grassroots marketing and formal events.
  • Educated clients on health insurance plans, benefits, and coverage options.
  • Processed applications and maintained accurate records to ensure compliance.
  • Addressed inquiries regarding claims and policy details to improve client understanding.
  • Utilized CRM software to track interactions and manage updates efficiently.
  • Conducted follow-ups to confirm client satisfaction with services provided.
  • Participated in training sessions to enhance product knowledge and sales techniques.
  • Explained complex healthcare concepts clearly for improved client comprehension.

Business Advisor

Rapid Finance
Detroit
10.2020 - 08.2022
  • Initiated contact with leads seeking small business loans and transferred qualified applicants to advisors.
  • Advanced from Frontline position to Junior Business Advisor, then to Full Business Advisor.
  • Identified needs of customers promptly and efficiently.
  • Reviewed business records and loan plans for underwriting approval consideration.
  • Advised small business owners on tailored financial product options.
  • Participated in weekly training sessions to enhance knowledge of products and communication skills.
  • Assisted clients in completing loan applications and gathering required documentation.
  • Provided continuous support to clients throughout the loan approval journey.
  • I suffered an unexpected, tragic loss of my wife and shortly resigned thereafter.

Sales Representative

National Bronze Mfg. Co.
Roseville
03.2018 - 06.2020
  • Managed customer accounts to ensure prompt order fulfillment and client satisfaction.
  • Developed comprehensive product knowledge to effectively address client inquiries.
  • Handled inquiries related to metals for outsourcing, enhancing inventory expansion.
  • Position eliminated due to Covid-related shutdowns impacting industrial metal manufacturing market.

Sub-independent Contractor

DIRECTV
Roseville
04.2014 - 03.2018
  • Fulfilled installation appointments for DirecTV using personal vehicle and tools.
  • Coordinated with scheduling center to secure additional jobs.
  • Utilized mobile app for daily appointment notifications to optimize schedule.
  • Ensured availability of necessary hardware for each installation task.
  • Served clients efficiently in Detroit and Metro Detroit areas.
  • Transitioned from DirecTV due to acquisition by AT&T and significant pay reduction.

Education

High School Diploma -

Riverside Academy
Mount Clemens, MI
06-2010

Skills

  • Medicare compliance
  • Health insurance education
  • Client record management
  • CRM software utilization
  • Claims inquiry resolution
  • Sales techniques
  • Customer service

Timeline

Licensed Medicare Health Insurance Agent

Diversity Insurance
01.2024 - Current

Business Advisor

Rapid Finance
10.2020 - 08.2022

Sales Representative

National Bronze Mfg. Co.
03.2018 - 06.2020

Sub-independent Contractor

DIRECTV
04.2014 - 03.2018

High School Diploma -

Riverside Academy