Adrienne Collier
Los Angeles,CA
Summary
With a strong background in sales and expertise in Salesforce, consistently excelling in teamwork and strategizing to surpass quotas. Ability to effectively manage pipelines, customers, and provide exceptional service and support sets apart. Also experienced in the health insurance industry, specifically in running insurance quotes. Recognized for achievements, an award-winning professional ready to contribute skills and drive to a new opportunity.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Health & Benefits Account Executive
Paychex Insurance Agency
06.2023 - Current
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Guided clients through various health insurance choices and expenses.
- Provided information on coverage options to assist customers in decision-making about health insurance.
- Provided comprehensive customer service to drive client satisfaction.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Developed tailored health insurance plans to meet individualized client needs.
- Developed and implemented marketing strategies to drive health insurance sales.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Exceeded quarterly sales quotas
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Managed time efficiently in order to complete all tasks within deadlines.
- Skilled at working independently and collaboratively in a team environment.
REGIONAL PAYROLL SALES MANAGER
TPG – INSURANCE, RISK MANAGEMENT
04.2023 - 06.2023
- PAYROLL, & HR SERVICES
- Develop new business, penetrate existing accounts, and minimize lost business to achieve profitable Payroll and Human Resources Services sales
- Research customer business needs and develop products and service to meet needs
- Conduct client facing meetings, phone calls and emails to introduce them to TPG Payroll and Human Resources services
- Prepare and present to clients TPG’s entire value proposition
- Answer customers’ questions about product, prices availability and product use
- Collect all relevant and needed records and reports when on-boarding new clients and maintain contact to continue client/TPG relationship
- Work with Inside Sales and Sales Management to move customers from a prospect to a completed/processed status
- Build customers into HubSpot and assign necessary cross-sell tasks
- Provide proper written communication with clients and maintain proper files on all relevant communication via HawkSoft client management system
- Maintain a working knowledge of all relevant changes in the TPG Services
- Utilize Company Internal Processes: Process Street, HubSpot
- HawkSoft, etc
- Effect changes in programs based on clients’ needs, within the scope of company’s authority
- Confirm in writing all relevant contacts, communication, suggestions, advice, etc
- With clients, and other parties including interoffice.
INSURANCE BROKER
WINDROSE PROPERTY AND CASUALTY INSURANCE
12.2021 - 04.2023
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Calculated quotes and educated potential clients on insurance options.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Met with prospective customers and business owners in homes, businesses and other settings.
Benefits Advisor
LIFE INSURANCE BROKER, ASUREA
01.2020 - 04.2023
- Achieve and surpass target insurance sales goals working as an independent insurance agent by developing new business interactions and nurturing existing client relationships to ensure a positive and beneficial experience
- Provide a wide variety of knowledge and information to clients on insurance products such as; life insurance, mortgage protection, 401Ks, final expense insurance, retirement accounts
- Up-selling by referring potential clients to the company’s personal trust attorney and providing additional information on services available
- Monitor and coordinate an active and fast-paced company inbox to ensure responses in a timely manner and secure new client appointments proactively
- Facilitate virtual and in-person informational client meetings
- Experienced business-to-business sales representative skilled in pitching, fostering client relationships and closing sales
- Submit completed client applications for approval of insurance policy, ensuring that all data fields on the documents are accurate
- Utilize online application portals to efficiently streamline the application process
- Monitor the status of life insurance policies and follow-up with the clients as needed to ensure the progression of the applications process
- Updated personnel handbooks and individual records to keep filed accurate and detailed.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Worked flexible hours; night, weekend, and holiday shifts.
APPOINTMENT COORDINATOR, INDEPENDENT INSURANCE PRODUCER
12.2017 - 12.2020
- Manage weekly scheduled insurance, 401K and mortgage protection appointments based on availability, ensuring adequate time allotted for the meeting
- Monitor the company’s multi-line phone system and main email inbox for correspondence regarding schedule changes and availability
- Performed pre and post meeting due diligence to ensure satisfaction
- Investigated agent leads and secured introductory appointments
Education
Sociology
Saddleback College
Orange, CADiploma -
Dublin High School
Dublin, CASkills
- Client Account Management
- Account Management
- Cold Calling
- Strategic Planning
- Product and Service Knowledge
- Sales Expertise
- Product and Service Sales
- Managing Quotas
- Customer Support
- Territory Management
Certification
Resident Insurance Producer - March 16, 2021
Registered Behavioral Technician Certification - July 9, 2019
Issued by Behavior Analyst Certification Board
Certified Medical Assistant - May 2009
Timeline
Health & Benefits Account Executive
Paychex Insurance Agency
06.2023 - Current
REGIONAL PAYROLL SALES MANAGER
TPG – INSURANCE, RISK MANAGEMENT
04.2023 - 06.2023
INSURANCE BROKER
WINDROSE PROPERTY AND CASUALTY INSURANCE
12.2021 - 04.2023
Benefits Advisor
LIFE INSURANCE BROKER, ASUREA
01.2020 - 04.2023
APPOINTMENT COORDINATOR, INDEPENDENT INSURANCE PRODUCER
12.2017 - 12.2020
Sociology
Saddleback College
Diploma -
Dublin High School
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