Summary
Overview
Work History
Education
Skills
Certification
Timeline
Awards
Generic

Alyssa A. Zegers

Norfolk

Summary

To obtain a career within Finance and Marketing with American Express.

Results-driven professional with significant expertise in client management and contract negotiation. Possesses track record of securing favorable agreements and streamlining processes. Known for fostering team collaboration and maintaining flexibility to meet evolving demands.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Agent Success Manager for Senior Health

Premier Senior Marketing LLC
10.2010 - Current
  • Currently service Medicare independent agents, agencies, call centers, and FMO’s with product changes, industry updates and ways to maintain efficiency and growth.
  • Recruit new agents to grow our business telephonically, virtually or traveling to on site locations across the nation. Within the last two years traveled to Seattle WA, Columbia, SC, Charlotte, NC, Denver CO, McAllen TX, and Palm Beach FL.
  • E-mail reporting on various data needed for businesses, New Sales vs P2P Changes, current year RTS status, and review carrier reports to find states of opportunity.
  • Use creditable government websites to verify information from Medicare.gov, ssa.gov, and Federal Register, or CMS.
  • Educate on new products and benefits, then find a simple way for agents to present to clients.
  • Use Microsoft Teams or any version of zoom to host webinars to inform groups on weekly basis.
  • Developed tailored marketing strategies to effectively reach and engage target demographics.
  • Conducted thorough needs assessments to identify suitable insurance products for senior clients.
  • Collaborated with team members to streamline client onboarding processes, enhancing user experience.
  • Provided comprehensive support in policy administration, ensuring accuracy in documentation and compliance.
  • Utilized CRM systems to manage client information and track interactions efficiently.
  • Assisted clients with inquiries, delivering prompt and informative responses to enhance satisfaction.
  • Organized educational workshops for seniors, increasing awareness of available insurance options.
  • Informed clients of policies and procedures.
  • Implemented feedback mechanisms to gather client insights for continuous improvement of services.
  • De-escalated and resolved customer complaints with punctual, polite and professional service.

Indexed Annuity Marketer

Premier Companies; Premier Life & Annuities LLC
10.2010 - 08.2015
  • Recruit new agents and advisors.
  • Assist advisors with understanding source of funds rules and asset tax classification.
  • Grew revenue to $50,000 per month by making 150 cold calls by midday to find new partners.
  • Worked under one of the first starters of the Annexus Group for consulting ideas, they were recently named Annuity Innovator of the Year.
  • Develop sales presentations or case design to comply with suitability guidelines.
  • Helped agents with retirement income planning or maximizing wealth.
  • Researched unique indexing strategies or niches on the annuity products to gain new interest.

Personal Banker

Wells Fargo Bank West Point
05.2009 - 05.2010
  • Opening new accounts: consumer checking, savings, time accounts and some small businesses.
  • Referring customers to our partners of insurance mortgage, and investments.
  • Processing credit products: credit cards, personal loans, Line of Credits and Home Equities.
  • Performing off site presentations to obtain business.
  • Obtain business through telemarketing.
  • Coaching tellers on sales and service.
  • Dealing with challenges.

Bank Teller

Wells Fargo Bank Norfolk
05.2006 - 05.2009
  • Position was recommended to bank from my college accounting professor.
  • Opening and closing the branch responsibility.
  • Competitive sales environment with incentive pay.
  • Balance night depository bags and envelops.

Education

Bachelor of Science - Business Administration, Finance

Wayne State College
Wayne, NE
08.2009

Skills

  • Very driven personality along with goal oriented
  • Possesses selling skills to identify opportunities, overcome objections, and build relationships
  • Enjoys solving challenging projects and researching the details
  • Able to work in a highly competitive environment
  • Over 15 years of experience strengthening business to business relationships with advisors, insurance agents independently, small agencies and large organizations
  • Problem-solving skills

Certification

  • Insurance Producer License - 8-2-2012-930-2025

Lines of Authority; Life and Annuities, Sickness, Accident and Health.

Timeline

Agent Success Manager for Senior Health

Premier Senior Marketing LLC
10.2010 - Current

Indexed Annuity Marketer

Premier Companies; Premier Life & Annuities LLC
10.2010 - 08.2015

Personal Banker

Wells Fargo Bank West Point
05.2009 - 05.2010

Bank Teller

Wells Fargo Bank Norfolk
05.2006 - 05.2009

Bachelor of Science - Business Administration, Finance

Wayne State College

Awards

Phi Theta Kappa- Honor Society, 50 Club Member- Wells Fargo Sales Incentive, Qualified for Premier Trip in 2014 to Cabo from sales., Life & Health Insurance Licensed- Currently Active in Nebraska License/NPN # 16740876

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