Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Career Summitt
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Alicia Aiken- Milbry

Alicia Aiken- Milbry

Toledo,OH

Summary

Dynamic sales professional with extensive experience as a career agent and independent broker, adept at navigating diverse markets and connecting with clients from various backgrounds. Strong time management and organizational skills, combined with a solid foundation in administration and economics, facilitate the effective sale of a wide range of products. A competitive spirit and goal-driven mindset drive success in achieving sales targets, while a consultative approach ensures thorough understanding and addressing of client needs. Ability to clearly articulate product benefits and craft tailored solutions consistently demonstrates the capacity to build lasting relationships with clients.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Benefit Coordinator

Aflac
12.2024 - Current
  • Coordinated sales activities to support team goals and enhance productivity.
  • Developed and maintained sales tracking systems to ensure accurate reporting.
  • Streamlined communication between sales teams and management for improved collaboration.
  • Approaching various businesses and conducting presentations to owners or discussing suitability.
  • Presentations supported by illustration provided for various product plans for their personalization for employee packages.
  • Introduction of employee benefits and on-site enrollment on platforms.

Advisor

United Healthcare Insurance
03.2024 - Current
  • Provided strategic guidance to clients on insurance options and benefits.
  • Knowledgeable in Medicare part A&B, Dual plan and, MA plans.
  • Analyzed client needs to develop tailored medical insurance solutions.
  • Facilitated training sessions for team members on policy updates and compliance standards.
  • Enhanced customer satisfaction by resolving complex inquiries and claims issues efficiently.
  • Aiding clients with appropriate plans for retirement.


Owner

New Prospect Life & Health
03.2024 - Current
  • Developed comprehensive health and life insurance plans tailored to client needs.
  • Managed daily operations, ensuring compliance with industry regulations and standards.
  • Led a team of agents, fostering a collaborative environment to enhance service delivery.
  • Implemented strategic marketing initiatives to expand client base and increase brand visibility.
  • Marketing sales material for small businesses and individual policies.
  • Creating sales events to gain potential clients.
  • Contracted with several IMO companies to help provide tailored plan for retirement planning or long-term care.
  • Experienced in field underwriting.

Sales Agent

New York Life Insurance Co
05.2022 - 03.2024
  • Developed strong customer relationships to enhance client retention and satisfaction.
  • Conducted product demonstrations to effectively showcase features and benefits to clients.
  • Developed strong relationships with clients through excellent customer service and regular followups.
  • Executed sales strategies to achieve monthly targets and maximize revenue growth.
  • Analyzed market trends to identify new business opportunities and inform sales techniques.
  • Trained and mentored junior agents, fostering a collaborative team environment.
  • Streamlined sales processes, improving efficiency in lead generation and follow-up activities.

Retail Sales Consultant

Buckeye Broadband
08.2021 - 06.2022
  • Customer Services and account reviews.
  • Discussing different cable and internet products for home and business.
  • Educating customer with billing statements.
  • Calling competitor's accounts, from leads, to sale new services. Advising reasons why to switch to Buckeye Broadband.
  • Account maintenance and reviews . Educating customer on usage and explaining different products to help obtain the best cable/internet experience.

Owner and Operator

Fingerprints Learning Center LLC
07.2006 - 11.2014
  • Following State of Ohio Rules and Regulations
  • Policy and Procedures.
  • Hiring and termination of employee along with tracking on going training hours.
  • Adverting business for new enrollment and employees.
  • Budgeting food program and payroll.
  • Training assistance provided to employees to further education.
  • Enrolling and screening potential parents and schedules to make sure staff was in child to teacher ratios for state compliance.

Loan Officer

Key Rock Financial
07.2003 - 10.2005
  • Assisting home owners/ buyer with bank loans through various mortgages companies.
  • Code calling.
  • Organization for closing loans.
  • Discussing different products with clients to fit financial needs (e.g.). Refinance mortgage loans.
  • Submitting loans to different lenders for approval.

Debt Collection Specialist

United Collection Bureau
03.1998 - 06.2000
  • Past due debt with clients and making payment arrangements.
  • Facilitated communication with insurance providers to ensure adherence to payment commitments.
  • Using various skip tracing software to locate an individual.
  • Credit report reviews to determine asset and liabilities to help payments arrangements or filling for judgement liens.

Education

Undergraduate - Early Childhood Education / Administration

University of Toledo
Toledo, OH
06.2000

Skills

  • Customer-focused retail sales
  • Extensive experience in sales
  • Knowledge in Microsoft Excel, Outlook spreadsheets (10 years)
  • Knowledgeable in using enrollment tools such as Navigator and Paycom
  • Familiar with the Everwell platform functionalities
  • Experienced in Salesforce & Guide Me for cross selling and fact finding

Accomplishments

  • Ranked second in the Toledo office at New York Life in 2023.
  • Rookie of the year award from Aflac.
  • Silver Agent awarded from United Healthcare.
  • Step up to the Quality Award for Childcare programs.

Certification


  • Life
  • Health
  • Long-term care
  • Early Childhood Education
  • Administration
  • Product knowledge in Medicare & Medicaid
  • Retirement Planning
  • CSP
  • CPR & First Aid
  • Licensed in Ohio, Michigan, and Georgia


Timeline

Benefit Coordinator

Aflac
12.2024 - Current

Advisor

United Healthcare Insurance
03.2024 - Current

Owner

New Prospect Life & Health
03.2024 - Current

Sales Agent

New York Life Insurance Co
05.2022 - 03.2024

Retail Sales Consultant

Buckeye Broadband
08.2021 - 06.2022

Owner and Operator

Fingerprints Learning Center LLC
07.2006 - 11.2014

Loan Officer

Key Rock Financial
07.2003 - 10.2005

Debt Collection Specialist

United Collection Bureau
03.1998 - 06.2000

Undergraduate - Early Childhood Education / Administration

University of Toledo

Career Summitt

Production of sales in a case rate in my first year at New York Life.