Aidan Harley
Boca Raton ,FL
Summary
Licensed Health Insurance Agent with proven expertise in Medicare and individual life and health plans also Skilled in enrollment processing and enhancing customer experience, I successfully educated clients on complex insurance options, driving informed decisions and boosting retention rates through effective communication and targeted outreach strategies.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
Lifted Health Solutions
05.2024 - Current
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
Licensed Medicare Specialist
Lifted Health Solutions
05.2024 - Current
- Maintained up-to-date knowledge of industry regulations, ensuring accurate information dissemination.
- Developed targeted marketing materials to boost outreach efforts and generate qualified leads.
- Created a streamlined onboarding process that improved retention rates among newly licensed specialists joining the team.
- Facilitated smooth transitions between healthcare providers by meticulously coordinating coverage updates and changes.
Sales Associate
True Value Company
01.2021 - 08.2023
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Server
Renzo's Of Boca
01.2019 - 05.2020
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
Education
Associate Of Applied Business - Business
Tallahassee Community College
Tallahassee, FL05.2024
Skills
- Communication skills
- Medicare expertise
- Enrollment processing
- Individual health plans
- Customer experience
- Insurance policy sales
Certification
2-15 life and health insurance license
Timeline
Licensed Health Insurance Agent
Lifted Health Solutions
05.2024 - Current
Licensed Medicare Specialist
Lifted Health Solutions
05.2024 - Current
Sales Associate
True Value Company
01.2021 - 08.2023
Server
Renzo's Of Boca
01.2019 - 05.2020
Associate Of Applied Business - Business
Tallahassee Community College