Amanda Lupi
Jackson Township,OH
Summary
Results-oriented Insurance Broker with persuasive communication style and strong closing abilities. Adept at capitalizing on sales opportunities and driving sales growth. Eager to apply skills and experience to exciting new role. Proven track record of leading a successful team of agents year round. Excited to duplicate myself to others.
Overview
12
12
years of professional experience
Work History
Insurance Broker
Unified Health Care
08.2023 - Current
- Increased client satisfaction by completing a thorough needs analysis and finding a plan tailored to individual needs.
- Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
- Participated in ongoing professional development, staying current with insurance best practices and licensing requirements.
- Assist Medicare beneficiaries enroll into medicare health plans via telesales.
- Utilized CRM software to manage client relationships.
Enrollment Specialist
Trubridge
North Canton , Oh
09.2012 - 07.2023
- Boosted sales by implementing effective training programs for new and existing employees.
- Increased customer satisfaction by addressing and resolving client concerns efficiently.
- Enhanced team productivity by creating a supportive work environment and providing ongoing feedback.
- Achieved sales targets consistently through regular monitoring of team performance and adjusting strategies accordingly.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Passionate about learning and committed to continual improvement.
- Identified issues, analyzed information and provided solutions to problems.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Enrolled Medicare Beneficiaries into Medicare health plans via telesales.
- Enrolled Members into Guaranteed issue whole life Insurance.
- Acquired the ability to pivot to other products such as dental, vision and Indemnity policies.
Skills
- Life and health insurance
- Proactive team player
- Driven
- Sales Presentations
- Top-rated sales performance
- Team Management
- Compliance knowledge
- Production Goals
- Professional Development
- Client Needs Analysis
- Policy Types Understanding
- Warm and Cold Leads Development
- Award-Winning Sales Professional
- CRM Expertise
- Persuasive Negotiations
- Performance Motivation
- Supervising Employees
- Training and Development
- Performance Tracking and Evaluations
- Team Assignments
- Employee Coaching and Mentoring
Timeline
Insurance Broker - Unified Health Care
08.2023 - Current
Enrollment Specialist - Trubridge
09.2012 - 07.2023