Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
years of professional experience
3
Professional Licenses
Work History
MESSER Financial
Life Insurance Producer Support Manager
01.2023 - Current
Job overview
Maintained high standards of customer service by building relationships with clients.
Provided coverage option information to assist clients in protecting assets.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Obtained underwriting approval by completing application for coverage.
created content for webinars and training materials for agency website.
GMR Marketing
Senior Marketing Representative
01.2020 - 01.2023
Job overview
Achieved or surpassed monthly and yearly sales goals on consistent basis.
Top marketing Representative for 12 consecutive months.
Maximized advertising efforts by developing content for media relations, corporate communications and social media posts
Forecasted marketing trends based on previous data to adjust campaigns and maximize sales.
Developed new business relationships and maintained existing through regular communications and effective account management.
Attracted 5000+ new clients by creating and implementing innovative marketing strategies
Family first Life
Insurance Sales Manager
01.2017 - 01.2023
Job overview
Conducted weekly agency sales meetings to communicate agency developments and discuss agents' sales figures and emerging opportunities.
Prospected for new business by obtaining client referrals, making cold calls and engaging in business-building strategies.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Exceeded sales quotas and increased profitability 80% through effective sales strategy and business planning.
Managed accounts to retain existing relationships and grow share of business.
Metlife
Licensed Life Insurance Agent
09.2014 - 10.2017
Job overview
Highest Conversion rate on team of 50+
Exceeded corporate quotas for monthly policy sales.
Recognized as top performer on multiple accounts
Handled approximately 2,500 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
Maintained records and processed applications using multiple different types of computers software systems.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
United Health Group - Optum Health
Medicare Customer Service Representative
09.2011 - 09.2014
Job overview
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Answered average of 500 calls, emails and faxes per day, addressing customer inquiries, solving problems and providing product information.
Obtained Medicare, Accident and health licenses
Met customer call guidelines for service levels, handle time and productivity.
Cross-trained and provided back up for customer service managers.
Implemented and developed customer service training processes.